Form Et-706 - New York State Estate Tax Return

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Department of Taxation and Finance
ET-706
New York State Estate Tax Return
(4/15)
For office use only
For an estate of an individual who died on or after April 1, 2015, and on
or before March 31, 2016
Amended return
Federal audit changes
Decedent’s last name
First name
Middle initial
Social security number (SSN)
(number and street)
If copy of death
Address of decedent at time of death
Date of death
certificate is
attached, mark
an X in the box
City
State
ZIP code
County of residence
If the decedent was a nonresident of New York State (NYS) on the date of death, mark an X in the box and attach
a completed Form ET-141, New York State Estate Tax Domicile Affidavit.
Employer identification
Name and EIN of any trusts created or funded by the will
number (EIN) of the estate
Executor – If you are submitting Letters Testamentary or Letters of Administration with this form, indicate in the
box the type of letters. Enter L if regular, LL if limited letters. If you are not submitting letters with this form, enter N.
Surrogate’s court – If a proceeding for probate or administration
has commenced in a surrogate’s court in NYS, enter county.
Attorney’s or authorized representative’s last name
First name
MI
Executor’s last name
First name
MI
In care of (firm’s name)
If POA is
If more than one executor, mark
E-mail address of executor
attached,
(see instr.)
an X in the box
mark an X
in the box
Address of attorney or authorized representative
Address of executor
City
State
ZIP code
City
State
ZIP code
PTIN or SSN of attorney or authorized rep.
Telephone number
Social security number of executor
Telephone number
(
)
(
)
If the decedent possessed a cause of action or was a plaintiff in any litigation at the time of death, mark an X in the
(see Form ET-706-I, Instructions for Form ET-706)
box and complete Schedule E
..............................................................
Installment payments of tax for closely held business – Do you elect to pay the tax in installments as described
in IRC section 6166 (NYS Tax Law section 997)? If Yes, attach Form ET-415
(see Form ET-706-I) ..................................
Yes
No
(see Form ET-706-I)
If releases of lien are needed, attach Form(s) ET-117
and enter the number of counties here ....
a Is a federal estate tax return (either federal Form 706 or 706-NA) required to be filed with the IRS
(see Form ET-706-I)
? .....
Yes
No
Note: You must submit a completed federal estate tax return with this return, even when you are not required to file
with the federal Internal Revenue Service.
b Is there any QTIP property listed on federal Form 706, Schedule M, section A1? .................................................
Yes
No
If Yes, provide the social security number of the surviving spouse
(from Schedule A, Part 1, line 17, or Part 2, line 31)
1 Taxable estate for New York State
...........................
1.
(from tax table on page 6)
2 New York State estate tax
...........................................................................
2.
(see instructions)
3 Applicable credit
......................................................................................................
3.
(subtract line 3 from line 2)
4 Tax after credit
...........................................................................................
4.
(attach a Schedule of dates and amounts)
5 Prior tax payments to New York State, if any
........................
5.
6 If line 5 is less than line 4, subtract line 5 from line 4. This is the amount you owe ........................
6.
7 If line 5 is greater than line 4, subtract line 4 from line 5. This is the amount to be refunded to you
7.
If an attorney or authorized representative is listed above, he or she must complete the following declaration.
I declare that I have agreed to represent the executor(s) for the above estate, that I am authorized to receive tax information regarding
(mark an X in all that apply):
the estate, and I am
an attorney
a certified public accountant
an enrolled agent
a public accountant enrolled with the NYS Education Department
Signature of attorney or authorized representative
Date
E-mail address of attorney
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and
belief, it is true, correct, and complete. Furthermore, I/we, as executor(s) for this estate, authorize the person, if any, named as my/our representative on this return
to receive confidential tax information regarding this estate.
Signature of executor
Date
Signature of co-executor
Date
Print name of preparer other than executor
Signature of preparer other than executor
Preparer’s PTIN or SSN
Preparer’s NYTPRIN
Address of preparer
City
State
ZIP code
Date
E-mail address of preparer

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