I am executor of my father's estate. I want to transfer ownership of some stock to his estate. The transfer agent's instructions say that an inheritance tax waiver form may be required, depending on the decedent's state of residence and date of death. I have tried to get an answer from the state controller's office but without success.
My father lived in here in California and died in December 2009.
You should contact the transfer agent for the exact requirements. That said, California does not appear to have a waiver requirement.
There is no inheritance tax in California so this form should not be required.
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