Form MET-2 ADJ - Comptroller of Maryland 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling in the estate details, including the name of the estate and date of death. This information is crucial for processing your refund.
  3. In the section for personal representatives, enter the names and signatures of all representatives involved. Ensure that each representative certifies the accuracy of the information provided.
  4. Move to Section A, which will be completed by the Register of Wills. Leave this section blank for now; it will be filled out after you submit your application.
  5. In Section B, input the amounts related to Maryland estate tax paid and any additional inheritance tax due as certified in Section A. Make sure these figures are accurate to avoid delays.
  6. Review all entries for completeness and accuracy before submitting your application to ensure a smooth process.

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2014 4.2 Satisfied (66 Votes)
2011 4.3 Satisfied (224 Votes)
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In the State of Maryland, any assets passed through inheritance are taxed at 10%. This applies to assets passing through the Probate Court as well as anything of value passed through Trust Administration.
EXEMPTIONS FROM INHERITANCE TAX Life insurance benefits payable to a named beneficiary, other than the estate of the decedent. Grave maintenance up to $500 passing under a Will for perpetual upkeep. Property administered under a Small Estate proceeding. Property passing to any one person not exceeding a total of $1,000.
How can I avoid paying taxes on my inheritance? Consider the alternate valuation date. Put everything into a trust. Minimize retirement account distributions. Give away some of the money.
The Comptrollers Office sends notices to taxpayers for several different reasons: If we believe a taxpayer has made an error and has not paid the correct amount of tax due, we will mail the taxpayer a notice indicating what changes were made to the tax return and the amount of any additional tax we believe is due.
A Maryland estate tax return is required for every estate whose federal gross estate, plus adjusted taxable gifts, plus property for which a Maryland Qualified Terminal Interest Property (QTIP) election was previously made on a Maryland estate tax return filed for the estate of the decedents predeceased spouse, equals
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Form 1099G is a report of income you received from your Maryland state taxes as a refund, offset or credit. It is not a bill. This refund, offset or credit may be taxable income. You should review the federal return instructions for reporting state income tax refunds.
Property passing to a child or other lineal descendant, spouse of a child or other lineal descendant, spouse, parent, grandparent, stepchild or stepparent, siblings or a corporation having only certain of these persons as stockholders is exempt from taxation.

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