Estate Tax Payments

ePAY Online Payment Form

Paper Payment Form

Petition for Estate Tax Refund

Pay Illinois Estate and Generation-Skipping Taxes

On Saturday, June 30, 2012, Governor Pat Quinn signed a $33.7 billion budget plan into law that changes the state’s spending priorities while reducing discretionary spending. The new law reconfigured how the state collects estate taxes and how it pays refunds to estates owed refunds. Since July 1, 2012, the Illinois State Treasurer’s Office has collected estate tax payments directly and paid refunds from a fund established specifically for that purpose.

Pay Online by E-Check

Payments can be accepted via check, e-check, or ACH. When submitting payments by check, complete an Estate Tax Payment Form: Estate Tax Payment Form (PDF fill-in form). 

Pay by Check or ACH

Pay online through ePAY for faster processing. You do not need to submit an Estate Tax Payment Form when paying through ePAY. Cash will not be accepted.

Mail a Check Payment

Make your check payable to the Illinois State Treasurer. Mail the completed payment form and check to:

Office of the Illinois Treasurer
Attn: Estate Tax Section
1 East Old State Capitol Plaza
Springfield, IL 62701

Request an Estate Tax Refund

Requests for an Estate Tax refund must be made on a Petition for Estate Tax Refund Form (PDF fill-in form).

The estate’s duly appointed representative, such as an administrator, executor, or trustee, must sign the form and have it notarized. Mail the completed form to the Estate Tax Section at the Springfield address above. Refunds will be issued as directed by the estate representative.

Requests must be made in a timely manner under 35 ILCS 405, the Illinois Estate and Generation-Skipping Transfer Tax Act. A request submitted after the applicable deadline requires approval from both the Illinois Attorney General and the State Treasurer.

Report Changes in Writing

After submitting a refund request, notify the Illinois State Treasurer’s Office in writing of any changes to the information provided on the form.

If you have any questions, please call our toll-free number: 800-252-8919

Additional Estate Tax Forms

• Small estate affidavit (Deceased before July 2, 2010)
• Small estate affidavit (Deceased between July 2, 2010, and December 31, 2014)
• Small estate affidavit (Deceased on/after January 1, 2015)