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Estate Tax Form 2
Ohio Estate Tax Return for all Resident Filings
Rev. 12/01
for Dates of Death on or After January 1, 2002
File in Duplicate with the Probate Court
Taxable
Nontaxable
Check one:
Estate of: Decedent’s last name
Decedent’s first name and initial
Date of death
Date of birth
Cause of death
Occupation
Decedent retired Yes No
Address of decedent at time of death (number and street, city, state and ZIP code)
Decedent’s social security number
County in Ohio in which probate court located, where will probated or estate administered
Case number
Tax Computation
1. Total gross estate
$
(if less than $338,333, return is not required) (from page 2)
2. Total deductions
$ (
)
(from page 2)
3. Net taxable estate
$
(line 1 minus line 2)
4. Tentative tax based on line 3
$
(use table on page 2)
5. Less: Estate tax credit
$ ( 13,900 )
6. Tax
$
(subtract line 5 from line 4; if line 5 is more than line 4, enter - 0 -)
7. Less: Previous payments (exclude any interest or penalty paid)
$ (
)
8. Balance due
$
(if amount on line 7 is less than tax amount on line 6, enter difference as balance due)
9. Overpayment
$ (
)
(if amount on line 7 is greater than tax amount on line 6, enter difference as a refund)
Executor/Administrator Waiver to Receive Correspondence
I/we do not wish to receive further correspondence from the Ohio Department of Taxation regarding this estate, and hereby authorize
all such communication to be directed only to the estate’s legal representative named below.
Signature of executor/administrator
Declaration
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best
of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the deceased’s personal representative or
person in possession of property is based on all information of which preparer has any knowledge.
Name of attorney representing the estate
Address (number and street, city, state and ZIP code)
Telephone number
Name of executor/administrator(s)
Address (number and street, city, state and ZIP code)
Telephone number
Signature of executor/administrator(s)
Date
Signature of preparer
Date
Distribution of Subdivision’s Share of Tax
Date Filed with Probate Court
Date Received by
Ohio Department of Taxation
(Section 5731.48 and 5731.50 O.R.C.)
Percentage
City, Village or Township
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