[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-0-en-105":3,"doc-seo-203291-105":59,"doc-detail-203291-en":131},{"code":4,"msg":5,"data":6},0,"success",[7,13,18,23,28,33,38,43,48,51,55],{"id":8,"doc_module":4,"doc_module_name":9,"category_name":10,"show_sort_weight":11,"slug":12},1,"Document","Story & Novel",90,"story-novel",{"id":14,"doc_module":4,"doc_module_name":9,"category_name":15,"show_sort_weight":16,"slug":17},2,"Literature",80,"literature",{"id":19,"doc_module":4,"doc_module_name":9,"category_name":20,"show_sort_weight":21,"slug":22},4,"Exam",70,"exam",{"id":24,"doc_module":4,"doc_module_name":9,"category_name":25,"show_sort_weight":26,"slug":27},5,"Comic",60,"comic",{"id":29,"doc_module":4,"doc_module_name":9,"category_name":30,"show_sort_weight":31,"slug":32},6,"Technology",50,"technology",{"id":34,"doc_module":4,"doc_module_name":9,"category_name":35,"show_sort_weight":36,"slug":37},7,"Healthcare",40,"healthcare",{"id":39,"doc_module":4,"doc_module_name":9,"category_name":40,"show_sort_weight":41,"slug":42},8,"Research & Report",30,"research-report",{"id":44,"doc_module":4,"doc_module_name":9,"category_name":45,"show_sort_weight":46,"slug":47},9,"Religion & Spirituality",20,"religion-spirituality",{"id":46,"doc_module":4,"doc_module_name":9,"category_name":49,"show_sort_weight":46,"slug":50},"World Cup","world-cup",{"id":52,"doc_module":4,"doc_module_name":9,"category_name":53,"show_sort_weight":52,"slug":54},10,"Lifestyle","lifestyle",{"id":56,"doc_module":4,"doc_module_name":9,"category_name":57,"show_sort_weight":24,"slug":58},19,"General","general",{"code":4,"msg":60,"data":61},"ok",{"site_id":62,"language":63,"slug":64,"title":65,"keywords":66,"description":67,"schema_data":68,"social_meta":124,"head_meta":126,"extra_data":128,"updated_unix":130},105,"en","form-l-8-affidavit-for-non-real-estate-investments-resident-decedents","Form L-8 - Affidavit for Non-Real Estate Investments (Resident Decedents)","","Form L-8 is an affidavit for releasing certain non-real estate assets for New Jersey resident decedents, including bank accounts, stocks in New Jersey corporations, brokerage accounts, and investment bonds. It cannot be used for real estate and sets rules on eligible Class A beneficiaries, how assets pass (operation of law or will terms), and restrictions involving trusts and disclaimers. The form also outlines estate tax qualification thresholds and requires detailed listing of properties and beneficiaries, with notarized signatures and institutional verification before funds are released.",{"@graph":69,"@context":123},[70,84,106],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":35,"@type":76,"position":81},"https://docshare.wps.com/document/healthcare/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/form-l-8-affidavit-for-non-real-estate-investments-resident-decedents/203291/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/form-l-8-affidavit-for-non-real-estate-investments-resident-decedents/203291.png","ImageObject",300,407,{"name":92,"@type":93},"Mia  ","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-23","2026-09-04",true,{"@type":102,"interactionType":103,"userInteractionCount":105},"InteractionCounter",{"@type":104},"ViewAction",11,{"@type":107,"mainEntity":108},"FAQPage",[109,115,119],{"name":110,"@type":111,"acceptedAnswer":112},"哪些资产可以使用 Form L-8 申请释放？","Question",{"text":113,"@type":114},"Form L-8 用于释放新泽西的非不动产投资资产，包括新泽西银行账户、纽约（新泽西）公司股票、证券经纪账户以及新泽西投资债券。","Answer",{"name":116,"@type":111,"acceptedAnswer":117},"哪些人是 Part I 所列的“Class A”合格受益人？",{"text":118,"@type":114},"合格的 Class A 受益人包括幸存配偶、在特定日期之后去世情形下的幸存民事伴侣/同居伴侣、子女与依法收养子女或其后代（含孙辈和曾孙辈但不含继孙/继孙辈）、以及父母和/或祖父母。",{"name":120,"@type":111,"acceptedAnswer":121},"使用 Form L-8 时对信托（trust）有什么限制？",{"text":122,"@type":114},"若拟释放的资产会进入或通过信托，由信托决定分配方式，则不能使用 L-8。文中也说明：以遗嘱将财产留给未成年并在特定年龄前“以信托持有”的情形通常不被视为一般意义上的“trust”，但其他情况仍需向 Inheritance Tax Branch 申报。","https://schema.org",{"og:url":83,"og:type":125,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":127,"canonical":83},"index,follow",{"doc_id":129,"site_id":62},203291,1790086188,{"code":4,"msg":5,"data":132},{"doc_id":129,"user_id":133,"nickname":92,"user_avatar":134,"doc_module":4,"category_id":34,"category_name":35,"doc_title":65,"doc_description":67,"doc_content":135,"file_id":136,"file_url":137,"file_type":138,"file_size":139,"view_count":105,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":19,"language":140,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":67,"update_tm":144,"read_time":52},687207024478,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","Form L-8 – Affidavit for Non-Real Estate Investments: Resident Decedents  \nUse this form for release of:  \n• New Jersey bank accounts;  \n• Stock in New Jersey corporations;  \n• Brokerage accounts; and  \n• New Jersey investment bonds.  \nThis form cannot be used for real estate.  \nFor real estate investments, use Form L-9 .  \nThis form can be completed by:  \n• The executor;  \n• Administrator;  \n• The surviving Class A joint tenant (often a spouse or civil union partner); or  \n• Class A “Payable On Death (POD)” beneficiary of the assets for which release is sought.  \nPART I – ELIGIBLE BENEFICIARIES: Check the box or boxes corresponding to the type of beneficiary who is receiving the assets that will be listed in Part V. If at least one of the boxes does not apply, the L-8 cannot be used to release these assets. Qualified civil union partners and domestic partners must provide a legal certificate to document their status.  \nThe following are considered Class A beneficiaries:  \n• Surviving spouse;  \n• Surviving civil union partner when a decedent’s death is on or after February 19, 2007;  \n• Surviving domestic partner when a decedent’s death is on or after July 10, 2004;  \n• Child, stepchild, legally adopted child, or issue of any child or legally adopted child (includes a grandchild and a great grandchild but not a step-grandchild or a step great-grandchild);  \n• Parent and /or grandparent.  \nNote: You cannot use this form to release any asset passing to a beneficiary other than the Class A beneficiaries specifically listed in Part I.  \nFor example, the following people cannot use this form (and must file a return to receive waivers):  \n• Sisters and brothers of the decedent;  \n• Sons-in-law or daughters-in-law of the decedent;  \n• Nieces and nephews, aunts and uncles;  \n• Ex-spouses;  \n• Mutually acknowledged children;  \n• Step-grandchildren and charities.  \n(02/18)  \nPART II – SUCCESSION: Check the box that shows how the assets pass to the beneficiary.  \n• Check Box a if the assets on the form pass directly to the beneficiary by operation of law. This means they were jointly held, POD, or Transfer on Death (TOD) . (A copy of the will is not needed);  \n• Check Box b if the will states that these specific assets reported on the L-8 form pass to a particular named beneficiary. (Attach a copy of the will);  \n• Check Box c if there was no will (intestate) and all the beneficiaries in the entire estate are Class A beneficiaries as listed in Part I; or  \n• Check Box c if there was a will (testate), but there were no specific bequests and all the beneficiaries in the entire estate are one of the Class A beneficiaries listed in Part I (attach a copy of the will) .  \nNote: If at least one of the boxes does not apply, the L-8 cannot be used to release these assets.  \nPART III – TRUSTS/DISCLAIMERS: If any of the assets you wish to release pass into or through a trust, where the trust decides how the assets are distributed, you cannot use the L-8. Trusts can be set up by decedents either in their will, or separately from the will. For the purposes of the L-8, it is not generally considered a “trust” when there is abequest in the will to a minor (who is a Class “A”) to be held “in trust” until he/she reaches a specific age. In all other cases, a full return must be filed with the Inheritance Tax Branch, even if the assets all appear to be passing to Class A beneficiaries.  \nNOTE: Assets that are owned by or in the name of a trust do not require a waiver or L-8, but must still be reported on any return filed.  \nPART IV – ESTATE TAX: This section determines whether the estate may be required to pay New Jersey Estate Tax. You must be able to answer “YES” to either a), b), or c) to qualify to use this form. If the decedent died on or after January 1, 2017, but before January 1, 2018, his/her entire taxable estate must be under $2 million. If the date of death was before January 1, 2017, the entire taxable estate must be under $675,000 . Even if y","cbCaihYaz4EO565U","https://ap.wps.com/l/cbCaihYaz4EO565U","pdf",168935,"English","# PART I – ELIGIBLE BENEFICIARIES\n## PART II – SUCCESSION\n## PART III – TRUSTS/DISCLAIMERS\n## PART IV – ESTATE TAX\n## PART V – PROPERTY\n## PART VI – BENEFICIARIES\n## SIGNATURE\n## PART VII – RELEASING INSTITUTION","[{\"question\":\"哪些资产可以使用 Form L-8 申请释放？\",\"answer\":\"Form L-8 用于释放新泽西的非不动产投资资产，包括新泽西银行账户、纽约（新泽西）公司股票、证券经纪账户以及新泽西投资债券。\"},{\"question\":\"哪些人是 Part I 所列的“Class A”合格受益人？\",\"answer\":\"合格的 Class A 受益人包括幸存配偶、在特定日期之后去世情形下的幸存民事伴侣/同居伴侣、子女与依法收养子女或其后代（含孙辈和曾孙辈但不含继孙/继孙辈）、以及父母和/或祖父母。\"},{\"question\":\"使用 Form L-8 时对信托（trust）有什么限制？\",\"answer\":\"若拟释放的资产会进入或通过信托，由信托决定分配方式，则不能使用 L-8。文中也说明：以遗嘱将财产留给未成年并在特定年龄前“以信托持有”的情形通常不被视为一般意义上的“trust”，但其他情况仍需向 Inheritance Tax Branch 申报。\"}]","Form L-8 - Affidavit for Non-Real Estate Investments (Resident Decedents) | PDF",1788559053]