New Mexico Sample Letter to State Tax Commission concerning Decedent's Estate

• Category: Letters - Legal - Estates
• State: Multi-State
• Control #: US-0042LTR
• Format: Word; Rich Text

Description

This form is a sample letter in Word format covering the subject matter of the title of the form. [Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] New Mexico State Tax Commission Taxpayer/Corporate Assistance Section P.O. Box 25124 Santa Fe, NM 87504-5124 Subject: Decedent's Estate — Letter of Notification Dear Sir/Madam, RE: New Mexico Estate Tax Return — Estate of [Decedent's Full Legal Name] I hope this letter finds you well. I am writing to provide important information regarding the estate of [Decedent's Full Legal Name], as required by the New Mexico State Tax Commission. Please note the following details: 1. Personal Information: a) Decedent's Full Legal Name: [Decedent's Full Legal Name] b) Date of Death: [Date of Death] c) Social Security Number: [Decedent's SSN] d) Executor/Administrator: [Executor/Administrator's Full Name] e) Executor/Administrator's Contact Details: — Address: [Executor/Administrator's Address] — Phone number: [Executor/Administrator's Phone Number] — Email: [Executor/Administrator's Email Address] 2. Estate Details: a) Estate Residential Address: [Estate Residential Address] b) Date of Birth of Decedent: [Decedent's Date of Birth] c) Date of Will/Trust: [Date of Will/Trust] d) Date of Probate: [Date of Probate] e) Estate Attorney's Name: [Estate Attorney's Name] f) Estate Attorney's Contact Details: — Address: [Estate Attorney's Address— - Phone number: [Estate Attorney's Phone Number] — Email: [Estate Attorney's Email Address] 3. Assets and Liabilities: a) Financial Institutions: [List of Financial Institutions] b) Real Estate Properties: [List of Real Estate Properties] c) Vehicles: [List of Vehicles] d) Other Assets: [List of Other Assets] e) Debts and Liabilities: [List of Debts and Liabilities] 4. Tax Information: a) Federal Estate Tax Return: [Has the Federal Estate Tax Return been filed?] b) Executor's Tax ID Number: [Executor's Tax ID Number — EIN] c) Estate Value: [Estimated Total Value of Estate] d) New Mexico Estate Tax Return: [Has the New Mexico Estate Tax Return been filed?] e) Estimated Tax Due: [Estimated Tax Due (if applicable)] 5. Required Documentation: a) Copy of Death Certificate b) Copy of the Last Will/Trust c) Letters Testamentary/Letters of Administration d) Federal Estate Tax Return (if filed) e) Documentation supporting asset values and debts/liabilities f) Any other relevant documents deemed necessary I kindly request your guidance and assistance in navigating the necessary steps to properly settle the estate's tax obligations. If there are any specific forms, requirements, or instructions that I need to complete or provide, please let me know at your earliest convenience. I understand and acknowledge my responsibility to fulfill the necessary tax obligations in a timely manner and will comply with any further instructions from the State Tax Commission. Thank you for your attention to this matter. I look forward to your reply and any further guidance you may provide. Sincerely, [Your Full Name] [Executor/Administrator of the Estate]

[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] New Mexico State Tax Commission Taxpayer/Corporate Assistance Section P.O. Box 25124 Santa Fe, NM 87504-5124 Subject: Decedent's Estate — Letter of Notification Dear Sir/Madam, RE: New Mexico Estate Tax Return — Estate of [Decedent's Full Legal Name] I hope this letter finds you well. I am writing to provide important information regarding the estate of [Decedent's Full Legal Name], as required by the New Mexico State Tax Commission. Please note the following details: 1. Personal Information: a) Decedent's Full Legal Name: [Decedent's Full Legal Name] b) Date of Death: [Date of Death] c) Social Security Number: [Decedent's SSN] d) Executor/Administrator: [Executor/Administrator's Full Name] e) Executor/Administrator's Contact Details: — Address: [Executor/Administrator's Address] — Phone number: [Executor/Administrator's Phone Number] — Email: [Executor/Administrator's Email Address] 2. Estate Details: a) Estate Residential Address: [Estate Residential Address] b) Date of Birth of Decedent: [Decedent's Date of Birth] c) Date of Will/Trust: [Date of Will/Trust] d) Date of Probate: [Date of Probate] e) Estate Attorney's Name: [Estate Attorney's Name] f) Estate Attorney's Contact Details: — Address: [Estate Attorney's Address— - Phone number: [Estate Attorney's Phone Number] — Email: [Estate Attorney's Email Address] 3. Assets and Liabilities: a) Financial Institutions: [List of Financial Institutions] b) Real Estate Properties: [List of Real Estate Properties] c) Vehicles: [List of Vehicles] d) Other Assets: [List of Other Assets] e) Debts and Liabilities: [List of Debts and Liabilities] 4. Tax Information: a) Federal Estate Tax Return: [Has the Federal Estate Tax Return been filed?] b) Executor's Tax ID Number: [Executor's Tax ID Number — EIN] c) Estate Value: [Estimated Total Value of Estate] d) New Mexico Estate Tax Return: [Has the New Mexico Estate Tax Return been filed?] e) Estimated Tax Due: [Estimated Tax Due (if applicable)] 5. Required Documentation: a) Copy of Death Certificate b) Copy of the Last Will/Trust c) Letters Testamentary/Letters of Administration d) Federal Estate Tax Return (if filed) e) Documentation supporting asset values and debts/liabilities f) Any other relevant documents deemed necessary I kindly request your guidance and assistance in navigating the necessary steps to properly settle the estate's tax obligations. If there are any specific forms, requirements, or instructions that I need to complete or provide, please let me know at your earliest convenience. I understand and acknowledge my responsibility to fulfill the necessary tax obligations in a timely manner and will comply with any further instructions from the State Tax Commission. Thank you for your attention to this matter. I look forward to your reply and any further guidance you may provide. Sincerely, [Your Full Name] [Executor/Administrator of the Estate]