Petition for Estate Tax Refund Form - Illinois State Treasurer - treasurer il 2025

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The document is a petition form for requesting an estate tax refund from the Illinois State Treasurer's Office. It requires notarization and submission to a specified address, along with details about the decedent, tax assessments, payments made, and the refund amount requested. Contact information for follow-up is also needed.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Why would I get a check from the state controller?

Unclaimed property is returned to owners in the form of a check from the state.

What does the treasurer of Illinois do?

In Illinois, the Treasurer is the states Chief Investment and Banking Officer. The office invests money on behalf of the state and local units of government. Frerichs also believes in providing individuals with financial tools so they can invest in themselves.

Why would Illinois state comptroller send me a check?

You may be receiving a paper check due to one of the following reasons: We could not verify the bank account information provided on your return. This is the first year you filed a Form IL-1040. Your financial institution did not honor the direct deposit request.

Why did I get a check from the treasurer of the state of Illinois?

This money is yours; but you likely didnt know it. Illinois State Treasurer Michael Frerichs Office is the custodian of $5 billion in unclaimed property that includes abandoned bank accounts, uncashed rebate and refund checks, and long forgotten insurance policies, stock dividends, safe deposit boxes and more.

How do I claim my Illinois property tax refund?

How Do I Apply for a Property Tax Refund? Some refunds are processed automatically. No application is required if the Treasurers Office can determine who made the overpayment using bank, credit card and property records. Applications are required if the Office cannot determine who made the overpayment.

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Illinois State Treasurer Estate Tax PAYMENT FORM Illinois estate tax return instructions Illinois inheritance tax waiver form PDF download Illinois Estate Tax Return Form 700 Illinois Form 700 instructions How to avoid Illinois estate tax Illinois estate tax calculator Illinois estate tax statute

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What is the treasurer money match program in Illinois?

The Enhanced Money Match program uses the states unclaimed property database with other state agencies to verify your information. Then the exciting process begins. Treasurer Frerichs sends you a letter to inform you about your unclaimed property. That includes the amount and its source.

Where do I file my Illinois estate tax return?

Filing Estate Taxes in Illinois Estate taxes must be filed with the Office of the Attorney General. The office will make forms available on the website each year. Any and all payments of Illinois estate tax, interest and penalties must be paid directly to the Illinois State Treasurer.

How much money can you inherit without paying taxes in Illinois?

Illinois has an estate tax exemption of $4 million per person, meaning that if you pass away with an estate valued at $4 million or less (this includes real estate, investment and retirement accounts, business interests etc.) generally speaking, you will not be subject to Illinois estate taxes.

Petition for Estate Tax Refund Form - Illinois State Treasurer - treasurer il 2025

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The easiest way to modify Petition for Estate Tax Refund Form - Illinois State Treasurer - treasurer il in PDF format online

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Got questions?

Why would I get a check from the state controller?

What does the treasurer of Illinois do?

Why would Illinois state comptroller send me a check?

Why did I get a check from the treasurer of the state of Illinois?

How do I claim my Illinois property tax refund?

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People also ask

What is the treasurer money match program in Illinois?

Where do I file my Illinois estate tax return?

How much money can you inherit without paying taxes in Illinois?

il 1040 ptr

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