Certain assets located in the United States which are beneficially owned by non-U.S. citizens or residents are subject to estate tax at graduated rates. Such assets include certain types of securities such as Pfizer which were beneficially owned by the deceased person at the time of death.
"Transfer Certificate" (IRS Form 5173) is received from the Internal Revenue Service. Executors, surviving joint tenants, trust beneficiaries or other persons legally entitled to receive the decedent's assets can request and obtain the Transfer Certificate from ,,,
the IRS SB/SE Estate Tax Group 1205,XXXXX, N.E. (UCP-CNN-730), Washington, DCNNN-NN-NNNN U.S.A.; telephone:(NNN) NNN-NNNN fax:(NNN) NNN-NNNN
Customers will likely be asked to provide the IRS with copies of the estate tax return and corroborating documentation. In addition, the IRS will typically require copies of the decedent's last will and testament and codicils thereto, if any, with English translations if appropriate, as well as copies of any death or inheritance tax returns and corrective statements filed with a tax or regulatory authority outside the U.S., and a copy of the decedent's death certificate.
Use the IRS contact information supplied above so you can be assisted with the documentation required. The IRS will then be able to advise you what if anything you need to send them so you can sell the stock
You're very welcome Rolf
If this HAS helped, I would appreciate a feedback rating of 3 (OK) or better … That's the only way they will pay us here.
HOWEVER, if you need more on this, PLEASE COME BACK here, so you won't be charged for another question.
What information above are you refering to?
IRS SB/SE Estate Tax Group 1205,XXXXX, N.E. (UCP-CNN-730), Washington, DCNNN-NN-NNNN U.S.A.; telephone:(NNN) NNN-NNNN fax:(NNN) NNN-NNNN
By the way, Rolf, once you rate, everything will stay here. Feel free to bookmark and come back for reference
Do you have an e-mail address as well?
I mean to IRS
My apologies, but IRS will not use emal at all ,,, I think it has to do with the legality of formss... the clsest they've gotten to that is EFiling
And as you can see, thier web inormation tends to be disjointed and changes from time to time
It's very unpractical to send paper mails to USA. And I got a e-mail respons on my first letter.
So it might be better if I try to reach them on the phone.
I have never seen then accept emails at all... I would call and then rely on fax (as you will have a fax confirmation) Also withy the esignature act of 1990, the faxed signatures are legal signatures
my apologies for the typos
I sent my first mail to:
If you'll hang with me, I'll see if I can find an email, but my suspicion is that you'll need to provide a signature (possibly via by scanning and sending?)
Estate Tax Group, S:SE:SP:EG:EC:1206
I.R.S SB/SE Estate and Gift Tax Program
Washington DC 20224
Yes, I would call ... and this information I provided is current and relative to the 5173, specifically. My firm subscribes to a service that keeps us updated. (Contact info is indexed to forms)
When I search my database for email contacts we are told that IRS will not accept any info by email other than general feedback
Caution: DO NOT submit tax related questions below. If you have a tax question that was not answered by checking Tax Topics, Frequently Asked Questions, or Tax Trails, please call our toll-free tax assistance line at 1-800-829-1040 for individual tax questions or 1-800-829-4933 for business tax questions. We will not respond to tax or personal related inquiries submitted to this Help Desk.
Yes I will follow your advise to call them. However, it would have been easier to follow a written discription on how to proceed. But obviosly - there is none?
I'm afraid you have the extent of my wisdom on this :) I do, however, believe that the call is advisable (be sure to make note of the IRS employees name and ID number, for accountability purposes)
My guess is that the situations this group deals with are so varied that a single procedure could not easily be done
... dealing with several jurisdictions, globally, various forms of ownership and property types, some countries with tax treaties, some not, etc.
I see you're typing. I'll wait
I have the name "James H Truman" from IRS mail-reply. Maybe I should ask for him when calling, although has was a bit sarcastic in his answer. But it can't be so exctiting to work for IRS. Thanks for you help Lane - I'll give you OK OK OK OK OK for your support. Have a nice day. It must be early in the morning where you are
Yes, you are my first conversation ... I DO appreciate that ...
And you have a good REMAINDER of your day, as well!
Can I help with anything else today?
One last thing ... I just verified, through my master tax guide that the contact information was good and it is. See this
I'll be coming to US in November. Does IRS has an office in NYC where I can speak to somebody obout the matter.
Estate and Gift has received many questions about Federal Transfer Certificates (regarding international issues.) For instructions about obtaining transfer certificates, contact:
Estate Tax Group S:SE:SP:EG:EC:1205I.R.S. SB/SE Estate and Gift Tax Program820 First St., N.E.: UCP-CNN-730Washington, DCNNN-NN-NNNN/p>
For questions about transfer certificates or about the estate and gift taxation of nonresidents of the United States, use(NNN) NNN-NNNN/span>. For all other estate and gift tax questions, use(NNN) NNN-NNNN
Yes, I can get that for you, (although this will just be a general field office). THey may be able to contact this division for you
Monday - Friday 8:30 a.m.-4:30 p.m.
Thanks a lot Lane. A visit to one this offices will be the hi-light of my trip to NYC.
Yes, don't get TOO excited
I'll try not to. Anyway - shall I leave this conversation open if I have futher questions in the near future.
NO ... If you don't mind, please rate now so that I can hep others HOWEVER, as I mentioned before, just come back to this URL http://www.justanswer.com/tax/82kuw-below-please-find-answere-irs-when-asking.html
I'll be here for you
If you'd like to work with ME again just say "For Lane only," at the beginning of your next question
OR set me up as your preferred expert on your home page.
And again, come back here if you need more on THIS issue.
Regardless, thanks again,
Thank YOU Lane. I will certainly come back to you if I need more help. You don't happen to speek Greek? I just bought a house in Greece and I can tell you that the Greek tax law is such a mess that you would be busy for your rest of your life.
That's a good start!
Speaking Greek in Greek is the next level.
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