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Indiana Free Printable  for 2024 Indiana Affidavit of Transferee of Trust Property that No Indiana Inheritance or Estate Tax is Due on the Transfer

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Affidavit of Transferee of Trust Property that No Indiana Inheritance or Estate Tax is Due on the Transfer
Form IH-TA

Form IH-TA State Form 48832 (R3 / 2-19) STATE OF INDIANA ) )SS: COUNTY OF ________________________ ) IN THE MATTER OF THE ESTATE OF ) ) _____________________________, DECEASED. ) Social Security Number ______ - ___ - ______ AFFIDAVIT OF TRANSFEREE OF TRUST PROPERTY THAT NO INDIANA INHERITANCE OR ESTATE TAX IS DUE ON THE TRANSFER Comes now ___________________, being first duly sworn upon his/her oath, says that: 1. Transferee, ___________________________________________________, is a trust beneficiary, successor trustee (strike inappropriate terms) of the _____________________________________ Trust, under agreement dated and signed on the ____ day of _______________, 20______ and last amended on the ____ day of (month) (year) ______________, 20______. (month) (year) 2. That the original grantor_____________________, of the trust died on the ____ day of ______________, (month) 20______, a resident of ___________________, County, Indiana. (year) 3. Transferee (a) is domiciled in Indiana, or (b) is a representative of _________________________, a corporation doing business in Indiana. (Strike either (a) or (b), whichever is not pertinent.) 4. That the following personal property sought to be transferred is held by the trust: Holding Institution Account Number Description of Property Date of Death Value 5. That the transfer of the trust personal property is not subject to Indiana inheritance or estate tax for the following reason: 6. Transferee, by making this affidavit, says that the above trust personal property will be transferred to him/ her and is not subject to Indiana inheritance or estate tax and further says, under the penalties for perjury, that the statements herein are true and correct to the best of such person’s knowledge and belief. Signature of transferee Name (typed or printed) Address STATE OF INDIANA ) ) SS: COUNTY OF _________________ ) Before me, a Notary Public in and for _____________________ County, State of _________________, personally appeared ____________________________, who acknowledged execution of the foregoing document and who, being duly sworn, stated the representations contained herein to be true. WITNESS my hand and Notarial Seal this _________ day of ________________, ___________. (Signature) _________________________________ (Printed) _________________________________ Notary Public SEAL My commission expires: ______________________ NOTE: This affidavit must immediately be filed with the Indiana Department of Revenue, Inheritance Tax Division, P.O. Box 71, Indianapolis, Indiana 46206-0071.
Extracted from PDF file 2023-indiana-form-ih-ta.pdf, last modified April 2019

More about the Indiana Form IH-TA Individual Income Tax TY 2023

Form IH-TA is used to notify that a trust property being transferred to a transferee has no estate or inheritance tax due on that property

We last updated the Affidavit of Transferee of Trust Property that No Indiana Inheritance or Estate Tax is Due on the Transfer in February 2024, so this is the latest version of Form IH-TA, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form IH-TA directly from TaxFormFinder. You can print other Indiana tax forms here.


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Other Indiana Individual Income Tax Forms:

TaxFormFinder has an additional 69 Indiana income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form ES-40 Estimated Tax Payment Voucher
Form SC-40 Unified Tax Credit for the Elderly
IT-40 Form IT-40 Income Tax Form
Schedule 2 Deductions
IT-40 Booklet IT-40 Income Tax Instruction Booklet

Download all IN tax forms View all 70 Indiana Income Tax Forms


Form Sources:

Indiana usually releases forms for the current tax year between January and April. We last updated Indiana Form IH-TA from the Department of Revenue in February 2024.

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About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Indiana Form IH-TA

We have a total of two past-year versions of Form IH-TA in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:



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