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This Notice provides guidance on public housing agency (PHA) administrative responsibilities related to family moves with continued assistance both within a PHA’s jurisdiction and portability moves.
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Portability form 52665 is a form used to request portability of the deceased spouse's unused exemption amount for estate tax purposes.
The executor or personal representative of the deceased spouse's estate is required to file portability form 52665.
To fill out portability form 52665, you need to provide information about the deceased spouse, their estate, and the executor. This includes details such as names, addresses, Social Security numbers, and the value of the estate.
The purpose of portability form 52665 is to allow the surviving spouse to use the unused estate tax exemption of the deceased spouse, effectively maximizing the amount of assets that can be passed on without incurring estate taxes.
Portability form 52665 requires information such as the deceased spouse's name, Social Security number, date of death, and the value of their estate. It also requires the executor's name, address, and contact information.
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