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Print 12153 Form: What You Should Know
IRS Form 8379 Affidavit for Transfer, (a.k.a. Form 8379), can be used to transfer real property to the deceased spouse. This form is part of a trust that allows the transfer and title of the owner. The executor or administrator will not make the transfer. The name of the deceased is also on the trust deeds. Download Form 8379, Affidavit for Transfer of Real Property, Affidavit for Transfer of Deposits, and Form 8867-S, Executor's Report of Sale for all of your family members who have assets under the following situations (and are not exempt from federal taxes): Example 1. A couple has joint accounts for their joint savings and investments, 100,000, jointly held for 10 years. 100,000; joint account holder: A. 25,000, married filing jointly. . The estate of the deceased is entitled to have a probate proceeding to determine if the estate's right of survivorship has been satisfied. For purposes of determining the deceased's right of survivorship, there is no “dead person's trust.” Example 2. A couple has jointly held funds for 15 years. 50,000: joint account holder: A. . The estate of the deceased is entitled to receive a title transfer certificate after a probate has been performed for both owners, and the assets are distributed to the surviving spouse. Example 3. A couple has been married for more than 15 years and hold a joint savings account for two years. They decided not to divorce and are surviving spouses, and each has an interest in the account. The joint account holder has an equal interest in the savings account. 50,000; joint account holder: A, married filing jointly. . The deceased is entitled to have a title transfer certificate after a probate has been performed. The name of the deceased is also on the trust deed of the trust holding his or her interest. This name will be on the title transfer certificate of the savings account. The trust deed for the savings account was prepared in his/her memory. This name will be on the title transfer certificate for the retirement account held jointly by him/her and the deceased. This name will not be on the title transfer certificates for all joint accounts as long as the beneficiaries of the assets survive.
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