Estate Tax

Estate Tax
Phone: (937) 521-1860

The Auditor’s Office serves as an agent for the State of Ohio in administering the estate tax.
Our purpose is to create a tracking system, in which it may be determined if an asset in an estate is taxable or not.   This is determined through a tax release.

We are also responsible for collecting any taxes owed.
When a tax return is filed with money due, we distribute that money to the proper districts.

You may call (937) 521-1860  at the Auditor’s Office or the Ohio Department of Taxation at
1-800-977-7711 or for more information.
The State of Ohio, Department of Taxation, Estate Tax Division has moved. The new address is:

P.O. Box 183050
Columbus, Ohio 43218-3050
(614) 387-1976
(614) 387-1984 Fax

Form 12

Form 13

Form 14