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Form L-4 2026

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  1. Click ‘Get Form’ to open Form L-4 in our editor.
  2. Begin by entering the decedent's full name and Social Security number in the designated fields at the top of the form.
  3. Indicate your relationship to the decedent by selecting one of the options: Executor, Administrator, or Heir-at-Law and Next of Kin.
  4. Fill in the date of death, specifying month, day, and year. Also, indicate whether the decedent died testate or intestate.
  5. Complete Section 1 by providing details about the gross estate, deductions, and net estate. Ensure all monetary values are accurately filled in.
  6. In Section 2, list any transfers made by the decedent without receiving full financial value. Include relevant details such as dates and amounts.
  7. Continue filling out Sections 3 through 7 with information regarding real estate ownership, bank deposits, relationships of survivors, and tax waivers requested.
  8. Finally, ensure that you sign and date the affidavit section before submitting your completed form for processing.

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