Form Et-133 - Application For Extension Of Time To File And/or Pay Estate Tax

ADVERTISEMENT

ET-133
New York State Department of Taxation and Finance
Application for Extension of Time
For office use only
(4/14)
To File and/or Pay Estate Tax
For an estate of an individual who died on or after April 1, 2014
Decedent’s last name
First name
Middle initial
Social security number
(number and street)
Address of decedent at time of death
Date of death
Mark an X if copy of
death certificate is
attached (see inst.)
City
State
ZIP code
County of residence
If the decedent was a nonresident of New York State on the date of death, mark an X in the box and attach completed
Form ET‑141, New York State Estate Tax Domicile Affidavit .....................................................................................................
Executor: If you are submitting Letters Testamentary or Letters of Administration with this form, indicate in this box
the type of letters. Enter L if regular, LL if limited letters. If you are not submitting letters with this form, enter N. ............
Attorney’s or authorized representative’s last name
First name
MI
Executor’s last name
First name
Middle initial
Mark an X
if POA is
attached
(firm’s name)
In care of
(see instructions)
If more than one executor, mark an X in the box
................
Address of attorney or authorized representative
Address of executor
City
State
ZIP code
City
State
ZIP code
SSN or PTIN of attorney or authorized rep. Telephone number
Social security number of executor
Telephone number
(
)
(
)
E‑mail address of attorney or authorized representative
E‑mail address of executor
Automatic extension of time to file (Tax Law, section 976(a)(1))
Extension date requested
Mark an X in this box (see instructions on back).
month day
year
Extension of time to pay (Tax Law, section 976(a))
Extension date requested
Mark an X in this box and, in the space provided below, explain in detail why payment of the estate tax by the due date
(that is, within nine months of the date of death) will cause undue hardship to the estate. Include documentation of any
effort the estate has made to convert assets to pay the tax. If the tax cannot be determined because the size of the estate is
month day
year
and attach an explanation (see instructions on back).
unascertainable, mark an X here
(Attach additional sheets if necessary.)
State in detail why you need an extension of time to pay.
Computation
(see instructions)
1
Estimated value of federal gross estate
................................................................................
1.
2
Estimated value of property with a location outside of New York State ..........................................................
2.
(subtract line 2 from line 1)
Attach
3
Subtotal
....................................................................................................................
3.
check
(see instructions)
or
4
Taxable gifts
.......................................................................
4.
money
5
Amount determined under section 957 relating to Powers of
order
here.
(see instructions)
Appointment prior to 1930
...............................................
5.
6
Add lines 4 and 5 ............................................................................................................................................
6.
(add lines 3 and 6)
7
New York estimated gross estate
........................................................................................
7.
(see instructions)
8
Allowable federal deductions
................................................................................................
8.
(subtract line 8 from line 7)
9
Estimated New York taxable estate
.........................................................................
9.
(see instructions)
10 Tax on taxable estimate, net of any applicable credit
........................................................... 10.
11
Amount previously remitted, if any .................................................................................................................. 11.
(make check or money order payable in U.S. funds to
12 Amount remitted with this form
....................................................................................................... 12.
Commissioner of Taxation and Finance)
Certification: Under penalties of perjury, I declare that I am either the duly appointed executor or administrator for the above‑named estate or, if no executor
or administrator has been appointed, a person in actual or constructive possession of any property of the decedent with sufficient knowledge to file an accurate
return, the attorney or accountant representing such individual, or a person with a power of attorney to act on behalf of the executor, and that, to the best of my
knowledge and belief, the information contained on this application is true and correct.
Signature
Date

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Financial
Go
Page of 2