Form Et-706 - New York State Estate Tax Return Page 2

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Page 2 of 4 ET-706 (3/14)

Schedule 1 – Resident

List below each item of real and tangible personal property located outside NYS that is included in the federal gross estate. Include the item

number, the schedule of federal Form 706 on which it was reported, and the reported value of the property.

Item number

Description

Value

12 Total value of property listed above ............................................................................................................... 12.

13 Property subject to a limited power of appointment created before September 1, 1930, includable in

(see instructions)

the NYS gross estate under NYS Tax Law section 957, if any

.......................................... 13.

14 Subtract line 13 from line 12; enter the result here and on line 3 .................................................................. 14.

Schedule 2 – Nonresident

(from Schedule A, line 22, or Schedule B, line 39)

15 Total gross estate for NYS

..................................................... 15.

List below each item of real and tangible personal property located within NYS. Include the item number, the schedule of federal Form 706

or 706-NA on which it was reported, and the reported value of the property.

Item number

Description

Value

16 Total value of property listed above ............................................................................................................... 16.

17 Property subject to a limited power of appointment created before September 1, 1930, includable in

(see instructions)

the NYS gross estate under NYS Tax Law section 957, if any

........................................ 17.

18 Add lines 16 and 17....................................................................................................................................... 18.

19 Subtract line 18 from line 15; enter the result here and on line 3 .................................................................. 19.

Schedule 3 – Description of litigation or cause of action

In the area provided below, describe any litigation in which the decedent was a plaintiff, or litigation that is pending or contemplated on behalf

(see instructions, page 3, Litigation information).

of the decedent. Include the actual or estimated values of such litigation