Form E-2A Fillable Vermont Estate Tax Information And Application For Tax Clearances
(all forms fillable on Windows, Mac, Android tablets, and iPad using Adobe Reader XI)

Yes What district? (Date) (Rev 12/14) *Must enter Employer ID Number (EIN) above *The Total Value of an estate at time of death includes jointly owned assets solely owned assets insurances with or without Age at Death an administrator executor or trustee will not be allowed until the account shows and the Judge of Probate finds APPLICATION FOR TAX CLEARANCES as the value of the VT assets as well A copy of the Federal estate tax closing letter and/or line adjustments must also be filed before a Vermont Court before the necessary Vermont clearance can be issued An administrator executor or trustee will not be Date of Death Decedent s Social Security Number Did decedent die BEFORE January 1 2009? discharged or relieved from bond until taxes required are paid to the Commissioner of Taxes A final account of Every individual who is required to file a Federal return AND earned or received more than $100 00 of Vermont FI 161 is also required to be filed together with a copy of the Federal Form 1041 If the final Federal Fiduciary file a Vermont return If a Vermont income tax return is to be filed on behalf of the decedent for the year of death first page of the Federal Form 706 and Schedule M even if no Vermont or federal estate tax is due For deaths occurring after December 31 2008 and when the decedent uses a marital or other deduction to reduce For deaths occurring on or after January 1 2011 if the total taxable value of the decedent s assets (including assets Form E2A Has the estate been entered in Probate Court? have been filed * http://www state vt us/tax/pdf word excel/forms/misc/e2a pdf I certify that the information contained herein is true correct and complete to the best of my knowledge If a Federal Estate Tax return Form 706 is required to be filed a Vermont Estate Tax return is required to be filed If a Federal Fiduciary tax return Form 1041 is required to be filed (the estate received an taxable income for the if a joint return is to be filed Please enter the spouse s social security number in the space provided on the front If income is received by the estate during administration Fiduciary tax returns may be due income or received gross income of $1 000 00 from the sources listed in subdivisions 5823(b)(1) of Title 32 must INSTRUCTIONS Is a U S Estate Tax Return Form 706 required to be filed? Is a Vermont Income Tax Return required for Year of Death? Is the total value of the estate for deaths occurring in 2009 or 2010 including taxable gifts more than $2 000 000 00*? Is the total value of the estate for deaths occurring in 2011 2015 including taxable gifts more than $2 750 000 00*? located in Vermont and located in other states) at time of death are more than $2 750 000 00 (including adjusted Moreover for deaths occurring after December 31 2008 but before January 1 2011 if the total taxable value of must be filed before the tax clearance can be issued must be filed even if no federal estate tax is due Name and Address of Administrator/Executor/Trustee Name and Address of Attorney (if any) Name of Decedent and Address of Residence (domicile) at Time of Death named beneficiaries and trust assets etc For an ancillary estate this figure includes the value of the other states assets as well NO A Vermont Estate Tax NO Complete Part 2 below NO Please state reason No returns are of this application or a copy of this application is filed substantiating that none is due or call the Department at 1 866 828 2865 (toll free in VT) or 1 802 828 6820 Part 1 COMPLETE ONLY FOR DEATHS BEFORE 2009 Part 2 COMPLETE ONLY FOR DEATHS OCURRING IN 2009 through 2015 Phone: (802) 828 6820 Please check the appropriate box below Required final return will be filed by Required returns required to be filed Return is not required to be filed Return is required to be filed return will show all income distributed to the beneficiaries resulting in no Federal or Vermont taxes please check Section A Section A VERMONT INCOME TAX (See instructions on reverse side) Section B Section B VERMONT FIDUCIARY TAX (See instructions on reverse side) Section C Section C VERMONT ESTATE TAX (See instructions on reverse side) Signature of Administrator/Executor/Trustee Date Daytime Telephone Number Spouse s/CU Partner s Social Security Number tax clearance will be issued tax is due taxable gifts made by the decedent) a Vermont estate tax return Form E 1 must be filed even if no federal estate than $2 000 000 00 (including adjusted taxable gifts made by the decedent) a Vermont estate tax return Form E 1 that all income taxes and estate taxes have been paid the decedent s assets (including assets located in Vermont and located in other states) at time of death are more the Department must have this return on file before the tax clearance can be issued An exception will be made the last box Please mark the last return FINAL All required Vermont fiduciary tax return (except the final) The return and instructions are available on our web site the tax clearance can be issued the taxable value of the estate from an amount that would otherwise be subject to Vermont estate tax submit the The Vermont Department of Taxes will not issue the tax clearance until tax returns are filed and taxes paid This application must be filed with the Vermont Department of Taxes when the final account is filed with the Probate Vermont Department of Taxes 133 State Street Montpelier VT 05633 1401 VERMONT ESTATE TAX INFORMATION AND year gross income of $600 00 or more or a beneficiary is a non resident alien) a Vermont Fiduciary tax return Form YES A return must be filed before YES A Vermont Estate Tax YES Complete Part 1 below