The Wyoming estate tax form is the Application for Certificate of No Wyoming Estate Tax Due, issued by the Wyoming Department of Revenue, Excise Tax Division. An estate's attorney or personal representative uses it to request evidence that no inheritance or estate tax is due to the State of Wyoming. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; the form and its cover letter are published by the Department of Revenue.
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What is Application for Certificate of No Wyoming Estate Tax Due?
The Application for Certificate of No Wyoming Estate Tax Due is a Wyoming Department of Revenue, Excise Tax Division form that an estate's attorney or personal representative completes to request evidence that no inheritance or estate tax is due to the State of Wyoming.
The form identifies the estate and the decedent: the last four digits of the Social Security number, whether the decedent died intestate or testate, the date of death, the address, and the domicile at the date of death (county and state). It also asks for the attorney or personal representative's contact details, the valuation of the estate in Wyoming, the total valuation of the estate, and whether an IRS Form 706 was filed. The attorney or personal representative certifies the information as true and correct, and the form ends with a sworn notary block.
The Department's cover letter explains the background. Wyoming estate tax is tied to federal estate tax through W.S. 39-19-103(b), which refers to the maximum state death tax credit against federal estate taxes. That credit was phased out by 2005, so the letter states that no Wyoming estate tax is due upon death after December 31, 2004. The letter adds that an estate could be subject to Wyoming estate taxes in the future.
This is a state application, not a tax return: it is not Form 706, and it only asks whether an IRS Form 706 was filed. The Excise Tax Division lists it on its Estate Tax Form page.
Who needs to file Application for Certificate of No Wyoming Estate Tax Due?
The attorney or personal representative of an estate that needs evidence there is no inheritance or estate tax due to the State of Wyoming completes and signs this application. The Department's cover letter directs anyone needing that evidence to complete the application and return it to the Department.
- The form is signed by the attorney or personal representative, who certifies that the information is true and correct to the best of their knowledge and belief.
- The signature is sworn before a notary public; the form includes the county, state, date and notary commission lines for this.
- The letter ties the application to estates that require documentation from the Department, such as a certificate authorizing the transfer of stock or securities of a corporation or a certificate showing no Wyoming inheritance tax due.
The form does not say who else may apply on behalf of an estate. Questions about whether your estate needs the certificate go to the Department at (307) 777-5200 or [email protected].
When to file Application for Certificate of No Wyoming Estate Tax Due
Complete the application when your estate requires documentation from the Wyoming Department of Revenue showing that no inheritance or estate tax is due to the State of Wyoming. Neither the form nor the cover letter prints a filing deadline.
The cover letter states that, because the relevant federal credit is no longer available, there is no Wyoming estate tax due upon death after December 31, 2004, and it cautions that an estate could be subject to Wyoming estate taxes in the future. Have the date of death, the domicile and both valuations ready before you start, since the form asks for each.
The Department repealed its processing fee for these certificates effective July 1, 2022, so no fee is tied to the timing of the request.
How to fill out Application for Certificate of No Wyoming Estate Tax Due
Name the estate and decedent
On the line "IN THE MATTER OF THE ESTATE OF:", enter the decedent's name followed by "deceased".
Enter the last four SSN digits
Under "Last (4) Four Digits of Social Security Number", enter only the final four digits.
State intestate or testate
On "The Decedent died (Intestate) or (Testate)", indicate which applies to the decedent.
Enter date of death and address
Enter the Date of Death and the decedent's Address. Then give the Domicile at Date of Death as county and state.
Enter the attorney or representative
Enter the name of the Attorney or Personal Representative, with their address and phone number on the lines that follow.
Enter both estate valuations
Enter the Valuation of Estate in Wyoming, then the Total Valuation of Estate, on their separate lines.
Answer the IRS Form 706 question
Circle Yes or No for "Was an IRS Form 706 Filed?".
Complete the certification
In the certification paragraph, enter the name of the signer, mark whether they are the attorney or the personal representative, and name the estate of the deceased.
Sign and date the application
The attorney or personal representative signs on the signature line and completes "Dated this day of , 20".
Complete the notary block
Enter the county and state, and have the notary public complete the "Subscribed to and sworn before me" date, signature and commission expiration date.
Review and download the PDF
Check every entry against the estate's records, then download or print the completed PDF from FillingPDF and return it to the Department as described under How to submit.
How to submit Application for Certificate of No Wyoming Estate Tax Due
The form names one channel: return the completed, signed and notarized application to the Wyoming Department of Revenue at the address printed on it.
- Return address: Wyoming Department of Revenue, Excise Tax Division, 122 West 25th Street, Suite E301, Cheyenne, WY 82002-0110. The Department's letterhead places the office in the Herschler Building East.
- Questions: call (307) 777-5200 or write to [email protected]. The cover letter names the Department's Vendor Operations Manager as the contact for additional questions.
- Fee: the Department no longer charges the processing fee for these certificates; Senate File 0034 repealed it effective July 1, 2022.
The form names no other channel, such as an online portal or an in-person appointment. The Excise Tax Division also lists the application on its Estate Tax Form page at https://excise-tax-div.wyo.gov/forms. FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Writing the full Social Security number when the form asks only for the last (4) four digits.
- Leaving the intestate or testate line unmarked; the form asks whether the decedent died (Intestate) or (Testate).
- Mixing up the two valuation lines: Valuation of Estate in Wyoming is separate from Total Valuation of Estate.
- Not circling Yes or No for "Was an IRS Form 706 Filed?".
- Submitting the application without the signature of the attorney or personal representative on the certification.
- Leaving the notary block (county, state, date, notary public and commission expiration) incomplete.
- Mailing the application somewhere other than the Excise Tax Division, 122 West 25th Street, Suite E301, Cheyenne, WY 82002-0110.
- Sending a processing fee payment; the Department states it no longer charges that fee effective July 1, 2022.
Frequently asked questions
What is the Wyoming estate tax form?
It is the Application for Certificate of No Wyoming Estate Tax Due, a Wyoming Department of Revenue, Excise Tax Division form. An estate's attorney or personal representative completes it to request evidence that no inheritance or estate tax is due to the State of Wyoming.
Is Wyoming estate tax due on a death after 2004?
The Department's cover letter says no Wyoming estate tax is due upon death after December 31, 2004. W.S. 39-19-103(b) ties the tax to the federal state death tax credit, which is no longer available. The letter adds that an estate could be subject to the tax in the future.
Is there a fee for the certificate of no Wyoming estate tax due?
No processing fee is charged now. Senate File 0034 repealed the fee for the certificate showing no Wyoming inheritance tax due and for the stock or securities transfer certificate, effective July 1, 2022. Call (307) 777-5200 with other fee questions.
Who signs the application for a certificate of no Wyoming estate tax due?
The attorney or personal representative of the estate signs. They certify that the information is true and correct to the best of their knowledge and belief, and the signature is sworn before a notary public in the block at the bottom of the form.
Where do I send the Wyoming estate tax form?
Return it to the Wyoming Department of Revenue, Excise Tax Division, 122 West 25th Street, Suite E301, Cheyenne, WY 82002-0110. The form names no other channel. For questions, call (307) 777-5200 or email [email protected].
What information does the form ask for?
It asks for the decedent's name, last four SSN digits, intestate or testate status, date of death, address and domicile, the attorney or personal representative's details, the Wyoming and total estate valuations, and whether an IRS Form 706 was filed.
Is this the same as IRS Form 706?
No. This is a Wyoming application for a certificate of no estate tax due. It does not replace Form 706; it only asks, with a Yes or No circle, whether an IRS Form 706 was filed for the estate.
Can I fill out the Wyoming estate tax form online?
You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is independent of the Wyoming Department of Revenue and does not file the form; you sign it before a notary and return it to the Department yourself.
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