Vermont Vermont Estate Tax Information And Application For Tax Clearances

Vermont Estate Tax Information And Application For Tax Clearances
Form E-2A
Vermont Department of Taxes
Phone: (802) 828-6820

Form

E2A

133 State Street

Montpelier, VT 05633-1401

*23E2A1100*

ESTATE TAX INFORMATION AND
APPLICATION FOR TAX CLEARANCES

Decedent’s Information

	Decedent’s Last Name	
	

First Name	

* 2 3 E 2 A 1 1 0 0 *

Initial	

Address of Residence (domicile) at Time of Death		

	

City	

State	

ZIP Code	

Decedent’s Social Security Number
Spouse’s/CU Partner’s Social Security Number
Date of Death (mm/dd/yyyy)	

/

Administrator / Executor / Trustee Information

Age at Death

/

	

Administrator / Executor / Trustee Name	

Telephone Number

	

Mailing Address

For Department Use Only

	

City	

	

Foreign Country	

State	

ZIP Code
Email Address

Attorney Information
	

Attorney’s Name	

Telephone Number

	

Mailing Address

For Department Use Only

	

City	

	

Foreign Country	

State	

ZIP Code
Email Address

	1.	Has the estate been entered in Probate Court? . . . . . . . .  Yes, District ____________________________	  No
Section A VERMONT INCOME TAX (see instructions) Is a Vermont Income Tax Return required for Year of Death?
			
 Yes. A return must be filed before the tax clearance can be issued.
			
 No. State reason ________________________________________________________________________
Section B VERMONT FIDUCIARY TAX (see instructions) If income is received by the estate during administration, Fiduciary
Tax Returns may be due. Check appropriate box. FEIN (required): ______________________________________
	 No returns are
required to be filed.

	 Required returns
have been filed.

	 Final required returns will be filed by
(mm/dd/yyyy) ___________________
/
/

Section C VERMONT ESTATE TAX (see instructions)
		
For deaths BEFORE 2009: Is a U.S. Estate Tax Return, Form 706, required to be filed?
		
For deaths in 2009 or 2010: Is the total value of the gross estate, including taxable gifts, more than $2,000,000.00*?
		 For deaths in 2011 through 2019: Is the total value of the gross estate, including taxable gifts, more than $2,750,000.00*?
		 For deaths in 2020: Is the total value of the gross estate, including taxable gifts, more than $4,250,000.00*?
		 For deaths in or after 2021: Is the total value of the gross estate, including taxable gifts, more than $5,000,000.00*?
			
 Yes. A Vermont Estate Tax Return is required to be filed.
			
 No. A Vermont Estate Tax Return is not required to be filed.
*The Total Value of an estate at time of death includes jointly owned assets, solely owned assets,
insurances with or without named beneficiaries and trust assets, etc. For an ancillary estate this
figure includes the value of the other states assets as well as the value of the Vermont assets.

I certify that the information contained herein is true, correct, and complete to the best of my knowledge.

Signature of Administrator/Executor/Trustee	

Clear ALL fields

Printed Name	

Date

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Form E2A
Page 1 of 1
Rev. 01/23

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