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    cjindiana's Avatar
    cjindiana Posts: 2, Reputation: 1
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    #1

    Feb 11, 2010, 08:20 PM
    Indiana state tax in inheritances from an aunt from abroad
    My aunt abroad wishes to name me as one of the inheritors of monies from her estate. What are Indiana State tax implications. What form would I have to fill. Thank you
    MukatA's Avatar
    MukatA Posts: 7,110, Reputation: 176
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    #2

    Feb 12, 2010, 01:30 AM

    If Indiana taxes inheritances, you will report this as inheritance but only when you inherit it; not now.
    ebaines's Avatar
    ebaines Posts: 12,131, Reputation: 1307
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    #3

    Feb 12, 2010, 07:17 AM

    Indiana does indeed have an inheritance tax. You are allowed a $500 exemption (based on your relationship to the deceased you fall into "Class B" ). The remainder is taxed between 7% and 15%, depending on the value of the inheritance. Instructions are here:
    http://www.in.gov/dor/files/ih-6inst.pdf
    cjindiana's Avatar
    cjindiana Posts: 2, Reputation: 1
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    #4

    Feb 12, 2010, 09:01 AM
    Thank you ebains and Mukata, appreciate your quick response, and have a good, wonderful day, this will really help.
    IntlTax's Avatar
    IntlTax Posts: 831, Reputation: 23
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    #5

    Feb 13, 2010, 02:39 PM

    I don't really know much about inheritance taxes, but the Indiana form linked to states:
    When To Use This Form
    Use this form only if decedent was a resident of the State of Indiana
    At the time of death. For a non-resident decedent, contact the Department of Revenue, Inheritance Tax, Indiana Government Center
    North, 100 North Senate Ave. Room N248 or call (317) 232-2156
    For the correct return for a non-resident decedent. The mailing address
    Is P.O. Box 71, Indianapolis, Indiana, 46206-0071.
    Here decedent (the aunt) would not be a resident of Indiana. I suspect that no inheritance taxes may be due.

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