ET 2X Department of Reset Form Rev. 5/12 Ohio I Taxation Estate Tax Unit 1-(800) 977-7711 tax.ohio.gov Amended Ohio Estate Tax Resident Return File in duplicate with the Probate Court. For estates with a date of death of July 1, 1983 – Dec. 31, 2012 This form is to be used to report an increase in tax liability, claim a refund or disclose a change with no tax consequences. Check one: Refund Supplemental Tax Nontaxable Disclosure Pay supplemental tax through the county auditor’s Office. Estate of: Decedent’s last name Decedent’s fi rst name and initial Date of death Address of decedent at time of death (number and street, city, state and ZIP code) Decedent’s Social Security number County in Ohio, in which Probate Court located, where will probated or estate administered Case number Date estate tax return fi led Was it (check one): Taxable Nontaxable If an estate tax form 10, Certifi cate of Determination of Final Ohio Estate Tax Liability, has been received, attach a copy thereof to this return. 1 $ Net taxable estate as previously reported .......................................................... Plus additional or increase (or less a decrease) in value of assets 2 $ (describe on reverse side) ....................................................................................... 3 $ Total ............................................................................ Less additional or increase (or plus a reduction) in amount of deductions 4 $ (describe on reverse side) ....................................................................................... 5 $ New net taxable estate .............................................. 6 $ Tentative tax due on new net taxable estate (use table on reverse side)................ 7 $ Less estate tax credit (see reverse side) ................................................................. 8 $ Tax due (subtract line 7 from line 6; if line 7 is more than line 6, enter 0) ......................... 9 ( ) Less tax previously assessed or paid (exclude any interest and penalty paid) ............. If line 9 is less than line 8, subtract line 9 from line 8 and enter the amount of supplemental tax now due ................................................................................. 10 $ If line 9 is greater than line 8, subtract line 8 from line 9 and enter the amount of refund now due ................................................................................................... 11 ( ) Date Filed with Probate Court Distribution of Subdivisions’ Share of Tax Date Received by (Ohio Revised Code Section 5731.48 and 5731.50) Ohio Department of Taxation Percentage City, Village or Township |
ET 2X Rev. 5/12 Page 2 Explanation of Changes If addtional space is needed, please use attachments. Line 6 – Tax Rates If the net taxable estate is: The tax shall be: Not more than $40,000 2% of the net taxable estate More than $40,000, but not more than $100,000 $800 plus 3% of the excess more than $40,000 More than $100,000, but not more than $200,000 $2,600 plus 4% of the excess more than $100,000 More than $200,000, but not more than $300,000 $6,600 plus 5% of the excess more than $200,000 More than $300,000, but not more than $500,000 $11,600 plus 6% of the excess more than $300,000 More than $500,000 $23,600 plus 7% of the excess more than $500,000 Line 7 – Credits Applicable Estate Date of Death Tax Credit Dates of death on or before 06/30/83 0 Dates of death 07/01/83, but before 01/01/01 $500 Dates of death 01/01/01, but before 01/01/02 $6,600 Dates of death 01/01/02, but before 01/01/13 $13,900 Print or type to expedite audit and finalization Declaration Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the deceased’s personal representative or person in possession of property is based on all information of which preparer has any knowledge. Name of attorney representing the estate Address (number and street, city, state and ZIP code) Telephone number Name of executor/administrator(s) Address (number and street, city, state and ZIP code) Telephone number Signature of executor/administrator(s) Date Signature of preparer Date File in Duplicate in probate court. |