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Vermont Estate Tax Form

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RENUNCIATION AND DISCLAIMER OF PROPERTY

COURT

COUNTY

STATE OF VERMONT

In Re the Estate of:

Name of the Deceased

NO.

RENUNCIATION AND DISCLAIMER OF PROPERTY

I.

Pursuant to the Vermont Statutes, Title 14, Chapter 83, the undersigned, , chooses to exercise his/her right to disclaim a partial interest or the entire interest in the described property.

II.

The undersigned has an interest in the property in the above-captioned estate of (decedent) who died on

III.

The undersigned attests that the disclaimer of the property interest will be filed no later than nine months after the death of the decedent.

IV.

Pursuant to the provisions of paragraph of decedent's last will and testament dated (the "Will"), is entitled to receive the following property:

V.

Pursuant to applicable law of the State of Vermont, and the Internal Revenue Code of 1986, if applicable, the undersigned hereby renounces and disclaims any interest or right to the property or asset of the deceased described in paragraph IV.

VI.

The property devolves to others pursuant to the provisions of applicable State law as though the undersigned had predeceased the decedent.

VII.

This renunciation and disclaimer shall for all purposes be deemed to relate back to the date of decedent's death and is an irrevocable refusal to accept that property effected hereby, and is hereby delivered to the personal representative, executor or executrix of the Estate of to be filed with the court in the above-captioned proceeding.

DATED this day of ,

(Name)

STATE OF VERMONT

COUNTY OF

On this day of , before me personally appeared (name of person acknowledging) to me known to be the person who executed the foregoing instrument, and he/she/they thereupon duly acknowledged to me that he/she/they executed the same to be his/her/their free act and deed.

Notary Public

Print Name:

My commission expires:

I certify that on the day of , I delivered a true copy of the Renunciation and Disclaimer of Property by personal delivery, registered mail, and/or certified mail to , the personal representative, executor, executrix, or other fiduciary of the decedent.

DATED this the day of

Signature

Print Name

Address

City, State, Zip Code

Telephone

RECEIPT ACKNOWLEDGMENT

Receipt of an executed copy of the above Renunciation and Disclaimer is acknowledged this day of

(Name)

Personal Representative/Executor/Executrix

Enter text✕
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What the Vermont Estate Tax Form Is and when it matters

The Vermont Estate Tax Form is the state-level filing used to report a decedent's gross estate, claim deductions and credits, and calculate Vermont estate tax liability when a taxable estate exceeds the state's exemption threshold. It complements federal estate tax filings when applicable and gathers asset valuations, creditor claims, beneficiary allocations, and payment information. Executors, personal representatives, or attorneys typically prepare the return to support probate administration and satisfy state revenue rules. Requirements, attachments, and submission methods vary by jurisdiction and may require supporting appraisals, inventories, and estate accounting schedules.

Why accurate completion of the Vermont Estate Tax Form matters

Completing the form correctly ensures proper calculation of state tax, avoids penalties, and provides an official record used in probate and asset distribution.

Why accurate completion of the Vermont Estate Tax Form matters

Who prepares and signs the Vermont Estate Tax Form

Executors, personal representatives, probate attorneys, and tax preparers commonly handle the form during estate administration.

  • Probate Attorneys and Counsel — Prepare returns, coordinate valuations, and represent the estate in disputes or audits.
  • Executors / Personal Representatives — Provide estate information, approve submissions, and sign declarations under penalty of perjury.
  • Certified Public Accountants — Compute tax liability, reconcile federal/state differences, and advise on tax payment timing.

In many estates, multiple parties collaborate: the executor provides facts, attorneys oversee legal conformity, and tax professionals handle calculations.

Step-by-step: preparing and submitting the Vermont Estate Tax Form

Follow these sequential steps to gather documents, complete entries, and submit the state return in compliance with applicable rules.

  • 01
    Gather Documents: Collect death certificate, asset lists, account statements, and appraisals.
  • 02
    Calculate Values: Compute gross estate and allowable deductions, reconcile with federal figures.
  • 03
    Complete Form: Enter required fields, attach schedules, and confirm totals in each section.
  • 04
    Sign & File: Obtain required signatures, notarization if necessary, and submit to Vermont DOR.

Overview of the filing and review workflow

A clear workflow reduces errors: prepare, validate, sign, submit, and retain records for the required period.

  • Preparation: Assemble asset schedules and valuations for entry on the form.
  • Validation: Review figures against bank statements and appraisals for consistency.
  • Signing: Executor signs; notary or witnesses added if state law requires.
  • Submission: Mail or e-file per Vermont Department of Taxes instructions.

Customizing an online workflow for the estate tax return

Configure digital fields and routing so each party sees only the sections they must complete or approve.

Field Configuration
Signature Field Required for executor and preparer; timestamp enabled
Date Field MM/DD/YYYY format; auto-fill option
Attachments Accept PDF appraisals, bank statements, and scanned death certificate
Authentication Email verification or SMS code for signer identity

Digital filing and eSignature considerations

Confirm that electronic submission is permitted for your return and that the platform supports required authentication and file formats.

  • Integrations: Supports cloud storage and accounting systems
  • File Formats: Accepts PDF, DOCX, and scanned images
  • Signer Authentication: Email, SMS code, or stronger methods

Retain proof of signature, audit trail, and all attachments to demonstrate compliance and support any future inquiries or audits.

Key elements every professional Vermont Estate Tax Form should include

A complete return combines detailed asset reporting, credible valuations, documented deductions, required declarations, correct signer identification, and a defensible audit trail.

Asset Schedule

Comprehensive list of real estate, securities, bank accounts, life insurance, and tangible personal property with values and sources.

Valuation Support

Attach appraisals or broker statements for high-value assets and identify valuation dates and methodologies.

Deductions

Itemize funeral costs, administration expenses, debts, and charitable deductions with receipts or invoices.

Beneficiary Information

Provide names, addresses, SSNs, and shares for each beneficiary for distribution reconciliation.

Declarations

Executor statements under penalty of perjury, including residency and authority details.

Audit Trail

Retain signed copies, timestamps, and signer authentication records for compliance and potential audits.

Sensitive data to protect on the estate tax form

Decedent SSN: Social Security number
Beneficiary SSNs: Tax identifiers
Bank Accounts: Account numbers
Asset Valuations: Appraisal details
Attorney Contact: Private counsel details
Medical Records: Health information

Typical deadlines and timing considerations

Timeframes vary by federal and state rules; use deadlines to prioritize appraisal completion, return preparation, and tax payment.

Federal Estate Return:

Form 706 due nine months after date of death (extensions may apply)

State Alignment:

Vermont timing often mirrors federal deadlines; confirm with Vermont Department of Taxes

Extension Requests:

Federal extension available; state rules differ for extension acceptance

Payment Timing:

Tax may be due with return unless extension includes payment options

Record Retention:

Keep records through applicable statute of limitations

Key milestones in the estate tax lifecycle

Track milestones from death through closing the estate to ensure timely filings, valuations, and payments.

01

Date of Death

Triggers valuation date and starts the clock for filing deadlines.

02

Asset Inventory Complete

Establish gross estate totals and assemble documentation for each asset.

03

Return Preparation

Prepare form, attach schedules, and calculate tax and credits.

04

Filing and Payment

Submit to state and remit payment or file for an authorized extension.

Consequences of incorrect or late Vermont Estate Tax filings

Late Filing: Interest and penalties may apply
Understatement: Penalties per IRC for incorrect returns
Valuation Errors: May trigger audit and reassessment
Missing Signatures: Return may be rejected or delayed
Improper Notarization: May invalidate affidavits or sworn statements
Failure to Pay: Interest accrues and liens may be imposed

Common preparation pitfalls to avoid

  • Relying on incomplete appraisals increases audit risk and may force valuational adjustments that change tax due.
  • Using inconsistent dates or values between federal and state filings causes reconciliation issues and may delay probate closure.
  • Failing to attach creditor claims and receipts for deductions can result in disallowed expenses and higher taxable estate.
  • Omitting beneficiary tax identifiers or addresses complicates distribution and may trigger backup withholding or reporting corrections.

How the Vermont Estate Tax Form differs from other estate documents

Compare typical estate filings and supporting documents so you file the correct form and include appropriate attachments.

Criteria Vermont Estate Tax Federal Form 706
Purpose state tax calculation federal estate tax
Notarization typically no not required
Witnesses varies not required
Attachments valuations, receipts same, plus federal schedules

eSignature vendor comparison for executing estate tax documents

Common vendor features and pricing to consider when selecting an eSignature platform for estate work; signNow is listed first for parity in comparisons.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Verify Verify Verify Verify
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Real-world examples of estate teams using digital signing

These examples show practical ways teams streamline estate filings while preserving legal evidence of execution.

Martin Properties

A regional property manager consolidated estate schedules online to reduce turnaround time.

  • Used remote notarization for deed transfers when permitted.
  • The team preserved audit trails and attachments to expedite probate and reduce follow-up requests from counsel and title companies.

Fertility Centers of Illinois

A medical practice digitized release and beneficiary forms to coordinate with an estate.

  • Integrated signatures with secure storage.
  • Maintaining encrypted, signed copies with access logs improved record retention and supported downstream financial reconciliations during estate administration.

Practical tips for accurate, efficient estate tax filing

Follow consistent processes to minimize errors and protect sensitive information across the estate lifecycle.

Centralize Documentation
Store appraisals, account statements, and receipts in a single secure repository. Label each item with the asset name, valuation date, and source to speed reconciliation and audit responses.
Use Standardized Formats
Enter dates as MM/DD/YYYY and round monetary amounts to whole dollars. Consistent formatting avoids calculation mismatches between federal and state schedules and supports automatic data imports.
Authenticate Signers
Require at minimum email verification and consider SMS or knowledge-based authentication for remote signers. Stronger authentication reduces identity challenges and supports enforceability under ESIGN and UETA.
Keep an Audit Trail
Retain signed copies, timestamps, IP addresses, and signer authentication records. A detailed audit trail supports legal defensibility and simplifies responses to any later inquiries or audits.

Common questions and answers about the Vermont Estate Tax Form

These FAQs address frequent execution, filing, and recordkeeping issues encountered by executors and advisors.


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