Saturday, July 18, 2015

How the Executor under the Will can obtain a tax ID number for the Estate. Also to be used by Administrator of Estate where there is no Will.

   How the Executor under the Will can obtain a tax ID number for the Estate. Also to be used by Administrator of Estate where there is no Will.
        The decedent and their estate are separate taxable entities.  You will need to obtain a tax ID number for the estate from the IRS. An estate’s tax ID number is called an “employer identification number,” or EIN, and comes in the format 12-345678X. You can apply online for this number. The ITS calls it the Employer Identification Number (EIN) even though there is no employer.

An Employer Identification Number (EIN) is also known as a federal tax identification number.  It is also used by the IRS for estates and trusts. The EIN number is needed by the bank to open an Estate Account.
         Have the death Certificate and surrogate papers in front of you when contacting the IRS.

You can apply for an EIN on-line, over the telephone, via fax or through the mail. See the instructions for Form SS-4 , Application for Employer I.D. Number, for further details.

   To get an EIN over the IRS's toll-free telephone number, call (800) 829-4933.   See EIN Toll-Free Telephone Service for more information.
   To request an EIN via fax, 24 hours a day / 7 days a week, Taxpayers can fax the completed Form SS-4 (PDF)
Then fax to Fax Attn: EIN Operation Cincinnati, OH 45999
Fax-TIN: 859-669-5760

To receive an EIN through the mail, complete Form SS-4 . The instructions for the form provide the correct address.

Go to

then check off Estate
An estate is a legal entity created as a result of a person's death.

Please tell us about the deceased person.
* Required fields
Must match IRS records or this application cannot be processed.
The only punctuation and special characters allowed are hyphen (-) and ampersand (&).

First name*

Middle name/initial

Last name*

Suffix (Jr, Sr, etc.)
            Select One
- -

Then follow the prompts

Tuesday, July 14, 2015

Wills, Estate Planning & Probate Seminar

 Wills, Estate Planning & Probate Seminar
423 Main Street 
Sayreville NJ 08872
September 16, 2015 at 10am     


SPEAKER: Kenneth Vercammen, Esq. Edison, NJ
                (Author- Answers to Questions About Probate)

     The NJ Probate Law made a number of substantial changes in Probate and the administration of estates and trusts in New Jersey.
Main Topics:
1. The New Probate Law and preparation of Wills    
2. 2015 changes in Federal Estate and Gift Tax 
3. NJ Inheritance taxes on estates over $675,000
4. Power of Attorney               
5.  Living Will                                  
6.  Administering the Estate/ Probate/Surrogate    
7. Questions and Answer           
      COMPLIMENTARY MATERIAL: Brochures on Wills, "Answers to Questions about Probate" and Administration of an Estate, Power of Attorney, Living Wills, Real Estate Sales for Seniors, and Trusts.
      Call Sayreville Senior Center 732-390-7059
For materials if you can’t attend, email

Monday, July 6, 2015

Appointment of person to control funeral, disposition of remains. 3B:10-21.1

Appointment of person to control funeral, disposition of remains. 3B:10-21.1  

40.Prior to probate, a decedent's appointment of a person in a will to control the funeral and disposition of human remains may be carried out in accordance with section 22 of P.L.2003, c.261 (C.45:27-22).  If known to them, a person named executor in a will shall notify such a person of their appointment and advise them of what financial means are available to carry out the funeral and disposition arrangements.