The Affidavit of No Estate Tax Due is utilized when settling estates in the United States where the total value falls below estate tax thresholds. This document is particularly important for expediting probate proceedings and releasing estate assets. It includes detailed information about the deceased, the estate's value, and a sworn statement confirming tax exemption status. The affidavit must comply with both federal requirements (currently $12.92 million threshold for 2023) and applicable state-specific estate tax thresholds. It serves as official documentation for both state tax authorities and probate courts.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc
1. Header and Venue: State and county where affidavit is being executed
2. Affiant Information: Personal details of person making the affidavit
3. Decedent Information: Details about the deceased person and date of death
4. Estate Value Declaration: Statement of total estate value and confirmation it's below tax threshold
5. Verification Statement: Under penalty of perjury declaration
6. Notarization Block: Space for notary acknowledgment
1. Relationship Declaration: Stating relationship to deceased, used when affiant isn't the executor
2. Property Description: Detailed list of estate assets, used when required by state law
3. Additional Beneficiary Information: Used when state requires listing of estate beneficiaries
1. Schedule A - Asset Inventory: Detailed listing of estate assets and their values
2. Schedule B - Liabilities: List of estate debts and obligations
3. Appendix 1 - Death Certificate: Copy of death certificate (if required)
4. Appendix 2 - Letters Testamentary: Copy of executor appointment documents (if applicable)
Relevant legal definitions
Affiant
Decedent
Estate
Gross Estate
Estate Tax
Estate Tax Return
Personal Representative
Executor
Administrator
Letters Testamentary
Letters of Administration
Probate Court
Tax Authority
Taxable Estate
Estate Tax Exemption Amount
Fair Market Value
Date of Death
Beneficiary
Heir
Property
Real Property
Personal Property
Distribution
Intestate
Testate
Will
Decedent
Estate
Gross Estate
Estate Tax
Estate Tax Return
Personal Representative
Executor
Administrator
Letters Testamentary
Letters of Administration
Probate Court
Tax Authority
Taxable Estate
Estate Tax Exemption Amount
Fair Market Value
Date of Death
Beneficiary
Heir
Property
Real Property
Personal Property
Distribution
Intestate
Testate
Will
Clauses
Relevant Industries
Relevant Teams
Relevant Roles
Find the exact document you need
Letter Of Explanation Of Relationship For Mortgage
A U.S. regulatory document used in mortgage applications to explain and verify relationships between parties involved in the lending process.
find out more
Letter Of Explanation For Credit Inquiries For Mortgage
A U.S.-compliant formal letter explaining recent credit inquiries to mortgage lenders during the loan application process, addressing credit report activities and their purposes.
find out more
Statutory Declaration Partner Visa Applicant
A formal sworn statement used in U.S. immigration proceedings to declare the genuine nature of a relationship for partner visa applications, complying with federal statutory declaration requirements.
find out more
Not Me Affidavit
A U.S. legal document where an individual declares under oath that they did not perform specific actions or authorize particular transactions, typically used in identity theft or fraud cases.
find out more
Statutory Declaration Authorised Witness
A formal written statement made under penalty of perjury before an authorized witness in the United States, carrying legal weight and requiring proper execution under federal and state laws.
find out more
Family Member Character Letter For Court
A formal character reference letter submitted to U.S. courts by a family member, providing personal testimony about a defendant's character and family role during legal proceedings.
find out more
Ancient Mortgage Affidavit
A sworn statement used in U.S. property law to clear title issues related to old, presumably satisfied mortgages that lack formal discharge documentation.
find out more
Letter Of Explanation For Mortgage Loan
A U.S. mortgage lending document where borrowers explain unusual circumstances or potential red flags in their loan application to the lending institution.
find out more
Joint Affidavit Of Two Disinterested Person
A U.S. legal document where two independent witnesses jointly provide sworn testimony about facts they have witnessed, requiring proper notarization and compliance with federal and state requirements.
find out more
Family Member Proof Of Residency Letter
A U.S. legal document verifying a family member's residence at a specific address, typically used for official purposes and often requiring notarization.
find out more
Business Records Affidavit
A sworn statement used in U.S. jurisdictions to authenticate business records and establish their admissibility as evidence under Federal Rules of Evidence and state laws.
find out more
Affidavit Of 2 Disinterested Person
A U.S. legal document containing sworn statements from two unbiased witnesses testifying to specific facts under penalty of perjury, typically used when primary documentation is unavailable.
find out more
Verification Of Residency Form
A U.S. legal document that formally verifies and documents an individual's primary residence address, complying with federal and state regulations.
find out more
Commercial Software License Agreement
A US-governed agreement establishing terms for commercial software licensing, including usage rights, restrictions, and compliance requirements.
find out more
Statutory Declaration
A formal written statement declaring facts as true under penalty of perjury, governed by U.S. federal and state laws.
find out more
Good Moral Character Letter Immigration
A formal character reference letter for U.S. immigration purposes that attests to an applicant's moral character and integrity under USCIS requirements.
find out more
Proof Of Income Letter Self Employed
A U.S.-compliant formal letter documenting and verifying income for self-employed individuals, used for official income verification purposes.
find out more
Affidavit Of Good Conduct
A legally binding sworn statement used in the United States declaring an individual's good character and conduct history, requiring proper notarization and compliance with federal and state regulations.
find out more
Sponsor Form For Visitor Visa
A U.S. immigration document where a sponsor formally commits to supporting a foreign visitor during their temporary stay in the United States.
find out more
Proof Of Residency Letter
A U.S.-compliant formal document verifying an individual's current residential address and duration of residency, used for various official and administrative purposes.
find out more
Affidavit Of Age Declaration
A notarized legal document used in the United States where an individual formally declares their age under oath, typically used for official age verification purposes.
find out more
Proof Of Income Letter
A formal U.S. document verifying an individual's income and employment status, issued by employers for various official purposes including rental, mortgage, and visa applications.
find out more
Zero Income Affidavit Form
A U.S. legal document where an individual formally declares they have no current source of income under penalty of perjury.
find out more
Zero Income Affidavit
A U.S. legal document where an individual formally declares they have no current income, typically used for government assistance programs.
find out more
Witness Affidavit
A legally binding sworn statement documenting a witness's testimony, governed by U.S. federal and state laws.
find out more
Verifying Affidavit
A sworn written statement used in US legal proceedings to verify facts or documents as true under penalty of perjury.
find out more
Vehicle Affidavit
A legally binding sworn statement regarding vehicle details, compliant with U.S. federal and state requirements.
find out more
Uninsured Deed Affidavit
A sworn statement used in U.S. property transactions to verify property details and ownership history when title insurance isn't being obtained.
find out more
Unemployment Affidavit Form
A legally binding document used in the U.S. unemployment benefits system where claimants make sworn statements about their employment status and eligibility for benefits.
find out more
Unemployment Affidavit
A sworn statement used in the U.S. to officially declare unemployment status and circumstances for benefit claims.
find out more
Trespass Affidavit
A U.S. legal document authorizing law enforcement to address trespassing on private property on behalf of the property owner.
find out more
Travel Consent Letter For Minor Travelling With One Parent
A U.S. legal document providing parental consent for a minor to travel with one parent, meeting border control and airline requirements.
find out more
Travel Consent Letter For Minor
A U.S. legal document providing authorization for a minor to travel domestically or internationally, either alone or with a designated adult who is not their legal guardian.
find out more
Travel Affidavit For Minors
A U.S. legal document providing parental authorization for a minor's travel, typically used when the child travels without both parents.
find out more
Travel Affidavit
A legally binding sworn statement used in the United States to declare travel plans and purposes, typically requiring notarization.
find out more
Translation Affidavit
A U.S. legal document certifying the accuracy of a translation, sworn by a qualified translator under penalty of perjury.
find out more
Transfer Tax Affidavit
A U.S. legal document declaring property transfer details and associated taxes for local authority recording purposes.
find out more
Transfer On Death Designation Affidavit Form
A US legal document that designates beneficiaries to receive specific assets upon the owner's death, bypassing probate procedures.
find out more
Transfer On Death Designation Affidavit
A U.S. legal document designating beneficiaries to receive assets upon the owner's death, bypassing probate.
find out more
Transfer On Death Affidavit
A U.S. legal document that enables automatic property transfer to designated beneficiaries upon the owner's death, bypassing probate.
find out more
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)
.png)