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Vermont Department of Taxes
133 State Street Phone: (802) 828-6820
Montpelier, VT 05601-0547
STATEMENT OF CLAIMANT TO REFUND DUE Form
Vermont
ON BEHALF OF DECEASED TAXPAYER 176
Decedent’s Name Social Security Number
Address at Time of Death Date of Death
DECEDENT City State ZIP Code
Claimant’s Name Social Security Number
Address Relationship or other capacity
CLAIMANT City State ZIP Code
A. Has an executor or administrator been appointed for the estate of the above-named decedent?
Yes*.
No. Will an executor or administrator be appointed for the estate? ................ Yes* No
* If you answered “Yes” to either of these questions, the executor or administrator must file for the refund.
B. Did the decedent have, at the time of his/her death, any interest in real estate, stocks, bonds,
joint bank accounts or property, trusts, partnerships, or through power of appointment, either
as joint beneficiary, joint tenant, or tenant by the entirety with right of survivorship?
Yes. What was the total value of those assets at time of death? ............. $_______________________
No.
SIGNATURE OF CLAIMANT
I request a refund of taxes overpaid by or on behalf of the decedent. Under penalties of perjury, I declare that I have
examined this claim, and to the best of my knowledge and belief, it is true, correct, and complete.
Date Daytime Telephone Number
SIGN
HERE
Form 176
Rev. 04/12
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