Form Et-130 - Tentative Payment Of Estate Tax (Page 2 of 2) in pdf

ET-130 (4/14) (back)

(continued)

Instructions

Decedent information

Line 8 — Refer to federal Form 706, page 3, part 5, line 24;

Enter the name of the decedent (last name first), home address

or Form 706-NA, page 2, Schedule B, line 8. Do not include

at the time of death, social security number, date of death (month,

deductions relating to property located outside of New York State.

day, and year), and county of residence. If you have not submitted

Also, for the estate of a nonresident, do not include deductions

a copy of the death certificate, mark an X in the box and attach

related to intangible property.

a copy. If the decedent was not a resident of New York State at

Line 10 — Compute the tax using the tax table on page 4 of

the time of death, mark an X in the box and attach a completed

Form ET-706. Subtract from the tax amount computed any

Form ET-141, if one was not submitted previously.

applicable credit (see Form ET-706-I, page 4, line 3 instructions).

Attorney/representative information

Where to file

If the estate is represented by an attorney, accountant, or other

Mail this form and your payment to:

authorized representative, and a Form ET-14, Estate Tax Power of

Attorney, has not been submitted previously, you may submit one

NYS ESTATE TAX

at this time by attaching it to this form and marking an X in the POA

PROCESSING CENTER

PO BOX 15167

box next to the attorney’s/representative’s name above.

ALBANY NY 12212-5167

Executor information

Enter the name (last name first) and other information for the

Private delivery services

executor of the estate. The term executor includes executrix,

If you are not submitting your form by U.S. Mail, be sure to consult

Publication 55, Designated Private Delivery Services, for the

administrator, administratrix, or personal representative of the

decedent’s estate; if no executor is appointed, qualified, and acting

address and other information.

within the United States, executor means any person in actual

or constructive possession of any property of the decedent with

Need help?

sufficient knowledge to file an accurate return.

If an executor has not been appointed, this form may be filed by a

Visit our Web site at

person having knowledge of all the assets in the decedent’s estate.

• get information and manage your taxes online

This person must also enter his or her name, address, and social

• check for new online services and features

security number in the area provided for the executor.

If the estate has more than one executor, mark an X in the box,

Telephone assistance

enter the name and other information for the primary executor

(preferably a person residing in New York State) in the area

Estate Tax Information Center:

(518) 457-5387

provided, and attach a list of each of the other executors with their

mailing address and social security number.

To order forms and publications:

(518) 457-5431

Note: If Letters Testamentary or Letters of Administration have

Text Telephone (TTY) Hotline (for persons with

been obtained from surrogate’s court but not submitted, attach a

hearing and speech disabilities using a TTY):

copy of them to this form and indicate in the space provided the

If you have access to a TTY, contact us at

type of letters you are submitting.

(518) 485-5082. If you do not own a TTY, check

with independent living centers or community

Specific instructions

action programs to find out where machines are

available for public use.

Line 1 — Refer to federal Form 706, page 3, part 5, line 11; or

Form 706-NA, page 2, Schedule B, line 1.

Persons with disabilities: In compliance with the

Line 4 — Estimated value of all gifts that would be taxable gifts

Americans with Disabilities Act, we will ensure

that our lobbies, offices, meeting rooms, and

under section 2503 of the Internal Revenue Code made during the

three-year period ending on the individual’s date of death that were

other facilities are accessible to persons with

not otherwise included in the federal gross estate.

disabilities. If you have questions about special

accommodations for persons with disabilities, call

Taxable gifts would not include:

the information center.

•

any gift of real or tangible personal property located outside of

New York State;

Privacy notification

•

any gift made when the individual was not a resident of New York

New York State Law requires all government agencies that maintain

State;

a system of records to provide notification of the legal authority

•

any gift made prior to April 1, 2014; or

for any request, the principal purpose(s) for which the information

any gifts made after January 1, 2019.

•

is to be collected, and where it will be maintained. To view this

information, visit our Web site, or, if you do not have Internet

Line 5 — Estimated value of any property received under a Power

access, call and request Publication 54, Privacy Notification. See

of Appointment issued prior to 1930. For a definition of the term

Need help? for the Web address and telephone number.

power of appointment, refer to the Form ET-706-I that is applicable

to dates of death on or after April 1, 2014.

Form Et-130 - Tentative Payment Of Estate Tax Page 2

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