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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Click ‘Get Form’ to open it in the editor.
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.
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.
Indicate the total payments made on behalf of the estate and include copies of payment receipts. This documentation supports your refund request.
Specify the amount of refund requested and ensure that it does not exceed any limits set by state regulations.
Complete the section for making the refund payable, including attention or address lines, city, state, and zip code.
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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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Who do I contact about my Illinois state refund?

To inquire about a prior years, or amended, refund status, you may call us at 800 732-8866. For more specific information about the status of your refund after IDOR has finished processing it, you can check the Illinois Comptrollers Find Your Illinois Tax Refund System.

What is the form for estate tax amnesty?

The documents required for the availment of the estate tax amnesty are the ETAR BIR Form No. 2118-EA, the Acceptance Payment Form BIR Form No. 0621-EA, and the complete documentary requirements as prescribed under RR No.

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.

Where to file an 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.

Is there an estate tax in Illinois?

As of 2025, the Illinois estate tax applies to estates with values exceeding the $4 million exemption. The tax is assessed on a graduated scale, with rates escalating to 16 percent. The estates value over the exemption amount determines the precise estate tax liability using the most current tax rate table.

form il 1040 ptr

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Where to paper file an Illinois tax return?

Mailing Addresses AreaAddress IL-1040, Illinois Individual Income Tax Return Without Payment PO BOX 19041 SPRINGFIELD IL 62794-9041 With Payment PO BOX 19027 SPRINGFIELD IL 62794-9027 IL-1040-ES, Estimated Income Tax Payments for Individuals ILLINOIS DEPARTMENT OF REVENUE SPRINGFIELD IL 62736-00015 more rows

Who is responsible for filing an estate tax return?

The personal representative is responsible for filing any final individual income tax return(s) and the estate tax return of the decedent when due. You may need to file Form 56, Notice Concerning Fiduciary Relationship to notify the IRS of the existence of a fiduciary relationship.

What documents are needed to file estate taxes?

What other information do I need to include with the return? Copies of the death certificate. Copies of the decedents will and/or relevant trusts. Copies of appraisals. Copies of relevant documents regarding litigation involving the estate.