Form Et-14 - Estate Tax Power Of Attorney - New York State Department Of Taxation

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ET-14
Department of Taxation and Finance
Estate Tax Power of Attorney
(6/17)
Read instructions on the back before completing this form. Form ET-14 is for estate tax matters only. For all other tax matters, use
Form POA-1, Power of Attorney. Filing this power of attorney (POA) does not automatically revoke any POAs previously filed with the
New York State Department of Taxation and Finance for the estate listed below but may affect who receives mailings.
1. Executor’s and decedent’s information
(executor must sign and date this form in section 5)
Executor’s name
Executor’s social security number (SSN)
Mailing address
(number and street with apartment or suite number, or PO Box)
City
State
ZIP code
Country
(if not United States)
Decedent’s name
Decedent’s SSN
County of residence
Date of death
2. Representative information
(if you are appointing multiple representatives, mark an X in the box and attach a sheet that provides all the
information requested in section 2 and is signed by the executor named in section 1)
Primary individual representative name
Firm name
Telephone number
(if any)
Mailing address
City
State
ZIP code
(number and street with apartment or suite number, or PO Box)
Country
Email address
(if not United States)
Title or profession
PTIN, SSN, or EIN
NYTPRIN
(see instructions)
(if applicable)
3. Mailings – We will send copies of notices and other communications related to estate tax matters to the representative listed above. If you
want them sent to a different representative who has an estate tax POA on file for the same estate, enter that individual’s name below.
Name of representative to receive copies of notices and other communications:
4. Authority granted – The executor named in section 1 appoints the individual(s) named in section 2 to act as the executor’s
representative with full authority to receive confidential information and to perform any and all acts that the executor can perform,
unless limited below, with respect to estate tax matters.
I want to limit the authority granted by this POA as follows:
I have other POAs on file for estate tax matters for this estate and want to revoke all of these POAs ..................................................
5. Executor signature
(mark an X in box A or B and sign below)
I have been formally appointed by a court as executor or administrator of this estate. I have been issued Letters
A.
Testamentary or Letters of Administration that are valid and in effect, and
(mark an X in the appropriate box below):
I am including a copy of the Letters Testamentary or Letters of Administration, or
I have already provided a copy of the Letters Testamentary or Letters of Administration to the New York State Tax
Department (included with Form
previously filed on
).
(form number)
(specify date)
No executor or administrator has been appointed, qualified, and acting within the United States (see instructions). I am in actual
B.
or constructive possession of property of the decedent.
Specify your relationship to the decedent and the property you possess:
Signature
Print or type name
Date
Telephone number
(and title, if applicable)
►  IF NOT SIGNED AND DATED, THIS POWER OF ATTORNEY WILL NOT BE PROCESSED. See instructions on back for Where to send Form ET-14.

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