Middlesex County Estate Tax Affidavit Form (Massachusetts)

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

Estate Tax Affidavit Form

Middlesex County Estate Tax Affidavit Form

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

Estate Tax Affidavit Guide

Middlesex County Estate Tax Affidavit Guide

Line by line guide explaining every blank on the form.
Included Middlesex County compliant document last validated/updated 8/19/2024

Completed Example of the Estate Tax Affidavit Document

Middlesex County Completed Example of the Estate Tax Affidavit Document

Example of a properly completed form for reference.
Included Middlesex 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 Middlesex County. The executed documents should then be recorded in one of the following offices:

Middlesex North Registry of Deeds

360 Gorham St, Lowell, Massachusetts 01852

Hours: 8:30 to 4:30 M-F / Recording until 4:15

Phone: (978) 322-9000

Middlesex South Registry of Deeds

208 Cambridge St / PO Box 68, Cambridge, Massachusetts 02141

Hours: 8:00am to 3:45pm M-F

Phone: (617) 679-6300

Local jurisdictions located in Middlesex County include:

  • Acton
  • Arlington
  • Arlington Heights
  • Ashby
  • Ashland
  • Auburndale
  • Ayer
  • Bedford
  • Belmont
  • Billerica
  • Boxborough
  • Burlington
  • Cambridge
  • Carlisle
  • Chelmsford
  • Chestnut Hill
  • Concord
  • Devens
  • Dracut
  • Dunstable
  • Everett
  • Framingham
  • Groton
  • Hanscom Afb
  • Holliston
  • Hopkinton
  • Hudson
  • Lexington
  • Lincoln
  • Littleton
  • Lowell
  • Malden
  • Marlborough
  • Maynard
  • Medford
  • Melrose
  • Natick
  • New Town
  • Newton
  • Newton Center
  • Newton Highlands
  • Newton Lower Falls
  • Newton Upper Falls
  • Newtonville
  • Nonantum
  • North Billerica
  • North Chelmsford
  • North Reading
  • North Waltham
  • Nutting Lake
  • Pepperell
  • Pinehurst
  • Reading
  • Sherborn
  • Shirley
  • Somerville
  • Stoneham
  • Stow
  • Sudbury
  • Tewksbury
  • Townsend
  • Tyngsboro
  • Village Of Nagog Woods
  • Waban
  • Wakefield
  • Waltham
  • Watertown
  • Waverley
  • Wayland
  • West Groton
  • West Medford
  • West Newton
  • West Townsend
  • Westford
  • Weston
  • Wilmington
  • Winchester
  • Woburn
  • Woodville

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 Middlesex 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 Middlesex County using our eRecording service.
Are these forms guaranteed to be recordable in Middlesex County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Middlesex 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 Middlesex County that you need to transfer you would only need to order our forms once for all of your properties in Middlesex County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Massachusetts or Middlesex 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 Middlesex 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 Middlesex 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 Middlesex 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.

4.8 out of 5 - ( 4406 Reviews )

Donnajean L.

October 9th, 2024

The site is user friendly and uncomplicated.

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October 9th, 2024

Everything great thank you

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Lorraine F.

October 9th, 2024

I followed the instructions to download the form for my Mac, typed in the legal description of the real property but the space provided for it would not expand so I just typed the form into Word as a document. While I appreciate having the form to work with it would have been a breeze if it worked properly.

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James S.

July 16th, 2019

The forms download was quick and easy. The example deed was excellent. However, the payment method should include PayPal, not just credit cards.

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Jeffrey T.

December 1st, 2022

First Time User here. Simple and easy. Delivered Deed in excellent time. Sure beats going to the recorder's office.

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Peggy J.

July 26th, 2021

I have been researching for months to figure out how to remove deceased owner of property with right of survivorship in Florida. The County Clerk was not helpful. They refer you to get legal advice which is expensive. So hopefully by completing these forms I can actually complete the task. And would be helpful to be reassured that this is all I need to complete overdue task. I was hesitant to pay, but I believe this is legit. If so- a great Thank you.

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William C.

September 9th, 2020

Good service, great price, the website is a bit hard to maneuver in places.

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Bradley F.

May 31st, 2021

WOW!!! Deeds.com came through with shinning colors. when I needed something recorded in a hurry and the county still shut down because of COVID, Deeds.com got the job done with very little trouble on my part and very quickly. I couldn't be happier. Will definitely recommend to anyone and everyone!

Thank you to the staff for the quick work!

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Richard B.

May 27th, 2022

Had trouble filling in the forms not very user friendly. The text always had to be manipulated to look in the best place. Could not easily move existing text to look more professional with the text being inserted.

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Abigail Frances B.

December 28th, 2018

Thanks for the easy download, clear instructions, good price- I'm looking forward to filling them out.

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Michael B.

November 13th, 2019

It was a breeze to utilize.

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Aleksander M.

May 2nd, 2023

So far all is perfect! Thank you for all your help!

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Lauren W.

October 30th, 2019

I took a chance and downloaded the Beneficiary Deed form -- would have liked to have been able to see the form before I paid, but I took a chance as everywhere else I looked online wanted me to fill out form online and then pay $30+ for each deed. I'm doing several, so I was glad to be able to just download the blank form that appears to be one I can directly type into on my computer. Yay! Would use your site again if needed. Thanks!

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Julie L.

April 3rd, 2019

Great documents! with complete instructions and the CTC as well. I work with a lot of recordings and transfers, this is a great comprehensive set..

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Sue S.

December 22nd, 2021

Great site easy to use and the documents are great!

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