New Jersey  |  Wills and Trusts

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11/18/09, 8:47 am

Legal Question

My brother left me as sole beneficiary in his will. I am trying to obtain his assets from Charles Schwab and they say I need a NJ Tax Waiver. Since I am a class "C" benefiary, which form would I use? There is less than $50,000 in his account.


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