Phone: (802) 828-6820-2026

1. Click ‘Get Form’ to open the Phone: (802) 828-6820 document in the editor.
2. Begin by entering the Name of Decedent and their Address of Residence at the time of death. This information is crucial for identification purposes.
3. Fill in the Decedent’s Social Security Number and the Spouse’s/CU Partner’s Social Security Number in the designated fields.
4. Provide details about the Administrator/Executor/Trustee, including their Name and Address, as well as the Date of Death.
5. Indicate whether the estate has been entered into Probate Court by checking 'Yes' or 'No' and providing additional information if applicable.
6. Complete Section A regarding Vermont Income Tax by selecting whether a return is required for the Year of Death and stating reasons if not.
7. In Section B, enter the Employer ID Number (EIN) if applicable, and check whether fiduciary tax returns are required.
8. Proceed to Section C to determine if a Vermont Estate Tax Return is necessary based on the date of death and total value of the estate.
9. Finally, certify that all provided information is accurate by signing as Administrator/Executor/Trustee and entering your Daytime Telephone Number before saving your work.

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