Petition for Estate Tax Refund Form - Illinois State Treasurer - treasurer il 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the decedent's name, date of death, and Social Security Number in the designated fields. Ensure accuracy as this information is crucial for processing your request.
3. Fill in the county of assessment and provide the total amount of tax, interest, and penalties assessed on the estate. Attach copies of all relevant Attorney General certificates.
4. Indicate the total payments made on behalf of the estate and include copies of payment receipts. This documentation supports your refund request.
5. Specify the amount of refund requested and ensure that it does not exceed any limits set by state regulations.
6. Complete the section for making the refund payable, including attention or address lines, city, state, and zip code.
7. Finally, sign as the duly appointed estate representative and have your signature notarized before mailing it to the Illinois State Treasurer's Office.

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