Essex County Estate Tax Affidavit Form (Massachusetts)

All Essex County specific forms and documents listed below are included in your immediate download package:

Estate Tax Affidavit Form

Essex County Estate Tax Affidavit Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Essex County compliant document last validated/updated 9/10/2024

Estate Tax Affidavit Guide

Essex County Estate Tax Affidavit Guide

Line by line guide explaining every blank on the form.
Included Essex County compliant document last validated/updated 10/29/2024

Completed Example of the Estate Tax Affidavit Document

Essex County Completed Example of the Estate Tax Affidavit Document

Example of a properly completed form for reference.
Included Essex County compliant document last validated/updated 7/30/2024

When using these Estate Tax Affidavit forms, the subject real estate must be physically located in Essex County. The executed documents should then be recorded in one of the following offices:

Essex County Registry of Deeds, Northern District

354 Merrimack St, Suite 304 (entrance C), Lawrence, Massachusetts 01843

Hours: 8:00 to 4:30 Mon-Fri / Recording until 4:00

Phone: (978) 557-1900

Essex County Register of Deeds, Southern District

45 Congress St, Suite 4100, Salem, Massachusetts 01970

Hours: 8:00 to 4:30 Mon-Fri / Recording until 4:00

Phone: (978) 542-1704

Local jurisdictions located in Essex County include:

  • Amesbury
  • Andover
  • Beverly
  • Boxford
  • Byfield
  • Danvers
  • Essex
  • Georgetown
  • Gloucester
  • Groveland
  • Hamilton
  • Hathorne
  • Haverhill
  • Ipswich
  • Lawrence
  • Lynn
  • Lynnfield
  • Manchester
  • Marblehead
  • Merrimac
  • Methuen
  • Middleton
  • Nahant
  • Newbury
  • Newburyport
  • North Andover
  • Peabody
  • Prides Crossing
  • Rockport
  • Rowley
  • Salem
  • Salisbury
  • Saugus
  • South Hamilton
  • Swampscott
  • Topsfield
  • Wenham
  • West Boxford
  • West Newbury

How long does it take to get my forms?

Forms are available immediately after submitting payment.

How do I get my forms, are they emailed?

Immediately after you submit payment, the Essex County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in Essex County using our eRecording service.
Are these forms guaranteed to be recordable in Essex County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Essex County including margin requirements, content requirements, font and font size requirements.

Can the Estate Tax Affidavit forms be re-used?

Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Essex County that you need to transfer you would only need to order our forms once for all of your properties in Essex County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Massachusetts or Essex County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.

What type of files are the forms?

All of our Essex County Estate Tax Affidavit forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.

Do I need any special software to use these forms?

You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.

Do I have to enter all of my property information online?

No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.

Can I save the completed form, email it to someone?

Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

In Massachusetts, upon death, a lien attaches to a decedent's real property for ten years, or until the estate tax is paid, or an affidavit showing that the decedent's gross estate does not require an estate tax filing is recorded by a personal representative (or other qualified person under G. L. c. 65C, 6(a)) in the Registry of Deeds.

Use the affidavit of estate tax under M.G.L. c. 65C, 14(a) to release the lien on the decedent's property. The affidavit should include the name, address, and date of death of the decedent. The affiant shall indicate whether he/she is the personal representative of the decedent's probated estate, or, if the property is not subject to probate, then the affiant's relationship to the decedent.

The document's recitals also include the address of the premises affected and the prior instrument containing a legal description of the property. All statements contained within the affidavit are made by the affiant on penalty of perjury and sworn to before a notary public.

Contact a lawyer with questions about the Massachusetts estate tax and affidavits relating to decedents' estates in the Commonwealth of Massachusetts.

(Massachusetts ETA Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the Essex County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

Save Time and Money

Get your Essex County Estate Tax Affidavit form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.

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James S.

November 21st, 2024

Forms used, created quitclaim deed that the county accepted without a second look (turns out they see deeds.com forms regularly via erecording and in person). Will be back for any real estate related forms I need and they carry. Will always be my first stop. Also, will use erecording next time, mad I didn't see it this time.

Reply from Staff

Thanks for the kind words James, glad we could help. Look forward to seeing you again.

Thomas G.

November 21st, 2024

Wasn’t what I expected

Reply from Staff

Sorry to hear that your expectations were missed. Your order has been canceled. We do hope that you find something more suitable to your expectations elsewhere. Do keep in mind that purchasing legal forms should not be an exploratory endeavor.

Jimmy P.

November 20th, 2024

They sent me everything I would need to do this. Easy purchase -Easy download. Great!! I'll be back here for all my document needs.

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Eric F.

January 21st, 2022

Thank You deeds.com, your site helped me accomplish a difficult mission.

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David P.

March 26th, 2019

You make the recording/registration process easy to follow - the value to price ratio is awesome!

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Edward M.

November 4th, 2021

Thank you for your excellence form services. I can download all the forms easily. If you have the guide on how to fill out all of those forms, that more helpful for me. I don't know how the use E-Recording?
Can you tell me how? If my friends ask me about the legal forms services, I will tell them to use your Website. If I wrote some words wrong, please correct them before display publicly.

Reply from Staff

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Barbara S.

February 28th, 2019

I had an issue due to the fact that I had many beneficiaries. I was and still am not sure how to handle this. We do have Adobe Pro and can modify the form, if needed. But I would like to talk to your organization for more information.

Reply from Staff

While we are unable to assist you specifically with completing the document we can note that this is addressed in the guide. Information that does not fit in the available space should be included in an exhibit page.

Rebecca H.

May 22nd, 2021

I thought the forms were reasonably priced, the instructions included in the packet were thorough, and the examples helpful. Thank you for the additional CDR forms too. I contacted the Recorder's office via email with a question and Jennifer Bowser answered promptly. Job well done! However, when I delivered the deed and Real Property Transfer Declaration to the Clerk's office in Lafayette, the clerk was unfamiliar with the Declaration document being submitted and it took some time to convince her to submit the form without charging the recording fee. She even tried to phone the recorder's office for clarification, but no one answered. There then was an additional form at that office that I had to complete called Recording Request/Transmittal Form. I would suggest including that form with instructions in your on-line packet to speed up the process when a Deed is delivered to the County Clerk's satellite office. I do not expect every clerk to know all the particulars of recording requirements but a little knowledge wouldn't hurt.

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Lowell R.

July 29th, 2020

Awesome. Quick informative and very easy. I made a mistake the first time, emailed you and was able to get it fixed quickly and got it done.

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Michael M.

June 19th, 2019

Deeds.com had what I needed at the time that I needed it. Thank you very much.

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William W.

April 22nd, 2022

No fuss-No muss. Very easy!

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Thank you!

Ronnie W T.

September 16th, 2022

Very fast and efficient as soon as we paid for the document, it was downloaded to us immediately.

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July 9th, 2021

First time to use this service, was easy and quick return.

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Anita C.

November 3rd, 2021

I found this site when looking for help filing a quitclaim deed to change my property deed to my married name. I received the correct forms, an example filled out, and a guide specific to my state. I have already submitted it for review to my county assessor's office (they were extremely helpful also) and it looks as if it should sail through. Thank you Deeds.com!

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CHRISTIN P.

September 27th, 2019

Did not use site; too expensive.

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