×
tax forms found in
Tax Form Code
Tax Form Name

Ohio Free Printable ET_ET12A_GEN_120312.indd for 2024 Ohio Application for Consent to Transfer Property or Other Interest of a Nonresident Decedent

Tax day has passed, and refunds are being processed! You can still e-file a late tax return here with TurboTax

It appears you don't have a PDF plugin for this browser. Please use the link below to download 2023-ohio-form-et-12a.pdf, and you can print it directly from your computer.

Application for Consent to Transfer Property or Other Interest of a Nonresident Decedent
ET_ET12A_GEN_120312.indd

Ohio I ET 12A Rev. 5/12 Department of Taxation Reset Form Estate Tax Unit P.O. Box 183050 Columbus, OH 43218-3050 1-(800) 977-7711 tax.ohio.gov Application for Consent to Transfer Property or Other Interest of a Nonresident Decedent (Ohio Revised Code 5731.40) For dates of death July 1, 1983 – Dec. 31, 2012 Name of decedent Date of death Address (at time of death) Social Security number Ohio county and case number Decedent’s state of domicile The description and approximate value of the property to be transferred: (Accounts) Bank (Stocks) No. of Shares Denomination of Bonds Type of Account and Number or Company and Type of Stock Value as of Date of Death (Including Interest) 1. 2. 3. Please complete this section in its entirety so that this application may be processed. If needed, please have the beneficiary or legal representative complete this section before it is submitted. Please complete the following. Attach documentation when necessary. 1. Completed tax releases, estate tax form 14A, for each institution. 2. Letters of appointment were issued to 3. For any joint and survivorship property, state the name and relationship of survivor to decedent 4. Did the decedent leave a will? Yes F• No F• If yes, please attach a copy including all codicils. ET 12A Rev. 5/12 Page 2 5. Was the decedent engaged in a business in Ohio during the last five years prior to death? Yes F No F If yes, did the decedent own the business? Yes F No F Describe the decedent’s participation in the business 6. Where was the decedent registered to vote during the last five years prior to death? 7. Other information available to support place of domicile (i.e., place of car registration and driver’s license) I hereby certify that all statements made are correct to the best of my knowledge and belief. (Please provide name, address and telephone number of person filing this application.) Signature and title of applicant (executor, administrator, survivor or attorney for same) Address City, state and ZIP code Telephone number Date submitted Instructions for Completing Estate Tax Form 12A Note: A consent to transfer is not required for funds on deposit if the only beneficiary is the surviving spouse. Effective Jan. 1, 2001, pursuant to the tax commissioner’s authorization, a consent to transfer is not required for funds on deposit if the amount is $25,000 or less per account. ET forms 12 and 14 will become obsolete for dates of death after Dec. 31, 2012. H.B. 508, 129th General Assembly, revised R.C. section 5731.39. A tax release or consent to transfer is not required for individuals with a date of death after Dec. 31, 2012. If a release is required, please complete this form and mail to the address listed on the front. Questions regarding domicile should be directed to the same address and toll-free number. Give an exact description of the property for which a consent to transfer is requested. A. Bank accounts and funds on deposit, including IRAs and Keogh plans, in a savings and loan association or other banking institution – provide the following: 1. Name of institution 2. Amount on deposit as per last entry prior to death and date of last entry 3. Type of account 4. Identifying number and the manner in which the fund is registered B. Stocks/bonds – provide the following: 1. Total number of shares or denomination of bonds 2. Rate of interest and due date 3. Type and the manner in which they are registered, if registered other than solely in name of decedent It shall be assumed that all stocks are common unless otherwise indicated. General Information The fact that a consent to transfer may or may not be issued does not in itself establish tax liability nor does it relieve tax liability. An estate tax return may be required to be filed pursuant to Ohio Revised Code (R.C.) sections 5731.19 and 5731.21. Tax liability on any property transferred will be determined by the tax commissioner upon audit of the estate tax return. Failure to timely file a return may subject the taxpayer to a penalty pursuant to R.C. section 5731.22. The tax release estate tax form 14A must accompany this form to obtain a release. Since the tax release will reflect only the last entry balance posted prior to death, this entry may or may not reflect the entire date of death value with the accrued interest due. Ohio I Department of Taxation ET 14A Rev. 5/12 Reset Form Estate Tax Unit P.O. Box 183050 Columbus, OH 43218-3050 1-(800) 977-7711 tax.ohio.gov Nonresident Tax Release Date To (Name of company whose stocks or bonds are to be transferred or institution where deposit or other property is located.) The tax commissioner of Ohio consents to the immediate transfer of the following property now in your possession, control or custody: (Accounts) Bank (Stocks) No. of Shares Denomination of Bonds Type of Account and Number or Company and Type of Stock Value as of Date of Death (Including Interest) belonging to or standing in the name or joint name of date of death , Month Day , deceased; , resided in , state of Year County Tax commissioner agent By Instructions This form must accompany estate tax form 12A. The attorney for the estate or the applicant should complete this form. To obtain a release, forward completed estate tax forms 12A and 14A to the Estate Tax Unit at the address above. The following is required for completion: Bank Accounts – Copy and describe each account exactly as it is described on the application (estate tax form 12A). Stocks – Copy and describe each company stock as it is described on the application (estate tax form 12A), except do not carry the value over to this form as the value will vary from date of death to date of actual transfer. Please direct this release to the company or institution where the property is located and not to the individual receiving the property. .
Extracted from PDF file 2023-ohio-form-et-12a.pdf, last modified December 2012

More about the Ohio Form ET 12A Estate Tax Nonresident TY 2023

There will be no estate tax on estates of individuals with a date of death on or after Jan. 1, 2013.

We last updated the Application for Consent to Transfer Property or Other Interest of a Nonresident Decedent in February 2024, so this is the latest version of Form ET 12A, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form ET 12A directly from TaxFormFinder. You can print other Ohio tax forms here.


eFile your Ohio tax return now

eFiling is easier, faster, and safer than filling out paper tax forms. File your Ohio and Federal tax returns online with TurboTax in minutes. FREE for simple returns, with discounts available for TaxFormFinder users!

File Now with TurboTax

Other Ohio Estate Tax Forms:

TaxFormFinder has an additional 82 Ohio income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form IT 1041ES Ohio Estimated Income Tax Payment Coupon for Estates and Trusts
Form IT 1041P Ohio Income Tax Payment Coupon for Estates and Trusts (OBSOLETE)
Form ET 24 Application for Extension of Time to File Ohio Estate Tax Return
Form ET 12 Application for Consent to Transfer Property or Other Interest of a Resident Decedent
Form ET 2-LargeEstate Estate Tax Return & Instructions for Estates With Dates of Death on or After Jan. 1, 2002 With Gross Value Over $338,333

Download all OH tax forms View all 83 Ohio Income Tax Forms


Form Sources:

Ohio usually releases forms for the current tax year between January and April. We last updated Ohio Form ET 12A from the Department of Taxation in February 2024.

Show Sources >

Form ET 12A is an Ohio Estate Tax form. Many states have separate versions of their tax returns for nonresidents or part-year residents - that is, people who earn taxable income in that state live in a different state, or who live in the state for only a portion of the year. These nonresident returns allow taxpayers to specify which which income is subject to the state's taxes, and which is not.

About the Estate Tax

The IRS, and many states, impose an estate tax on the transfer of cash and property between a decedent and their beneficiaries. These taxes generally only apply to estates over a certain size threshold, generally several million dollars, and therefore only affects the largest few percent of estates in the United States.

Historical Past-Year Versions of Ohio Form ET 12A

We have a total of eleven past-year versions of Form ET 12A in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2023 Form ET 12A

ET_ET12A_GEN_120312.indd

2022 Form ET 12A

ET_ET12A_GEN_120312.indd

2021 Form ET 12A

ET_ET12A_GEN_120312.indd

2020 Form ET 12A

ET_ET12A_GEN_120312.indd

2019 Form ET 12A

ET_ET12A_GEN_120312.indd

2018 Form ET 12A

ET_ET12A_GEN_120312.indd

2017 Form ET 12A

ET_ET12A_GEN_120312.indd

2016 Form ET 12A

ET_ET12A_GEN_120312.indd

2015 Form ET 12A

ET_ET12A_GEN_120312.indd

Application for Consent to Transfer Property or Other Interest of a Nonresident Decedent 2014 Form ET 12A

ET_ET12A_GEN_120312.indd

2012 Form ET 12A

ET_ET12A_GEN_120312.indd


TaxFormFinder Disclaimer:

While we do our best to keep our list of Ohio Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.

** This Document Provided By TaxFormFinder.org **
Source: http://www.taxformfinder.org/ohio/form-et-12a