Form Et-130 - Tentative Payment Of Estate Tax (Page 2 of 3) in pdf

ET-130 (7/08) (back)

Instructions

(continued)

Executor information

Need help?

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

executor of the estate. The term executor includes executrix,

Internet access:

administrator, administratrix, or personal representative of the

(for information, forms, and publications)

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

within the United States, executor means any person in actual

or constructive possession of any property of the decedent with

Fax-on-demand forms: Forms are

sufficient knowledge to file an accurate return.

available 24 hours a day,

7 days a week.

1 800 748-3676

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

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

Telephone assistance is available from 8:00 A.M. to

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

5:00 P.M. (eastern time), Monday through Friday.

security number in the area provided for the executor.

To order forms and publications:

1 800 462-8100

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

Estate tax information:

1 800 641-0004

enter the name and other information for the primary executor

From areas outside the U.S. and

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

outside Canada:

(518) 485-6800

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

mailing address and social security number.

Text Telephone (TTY) Hotline (for persons with

hearing and speech disabilities using a TTY): If you

Note: If Letters Testamentary or Letters of Administration have

have access to a TTY, contact us at 1 800 634-2110.

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

If you do not own a TTY, check with independent

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

living centers or community action programs to find

letters you are submitting.

out where machines are available for public use.

Specific instructions

Persons with disabilities: In compliance with the

Line 1 — Refer to federal Form 706, page 1, Part 2, line 1. If the

Americans with Disabilities Act, we will ensure that

our lobbies, offices, meeting rooms, and other facilities

decedent was not a United States citizen or resident, then refer to

federal Form 706-NA, page 2, Schedule B, line 1. If the decedent

are accessible to persons with disabilities. If you have

questions about special accommodations for persons

died before February 1, 2000, then refer to Form ET-90, line 1.

with disabilities, please call 1 800 641-0004.

Line 2 — Refer to federal Form 706, page 1, Part 2, line 2. If the

decedent was not a United States citizen or resident, then refer to

Privacy notification

federal Form 706-NA, page 2, Schedule B, line 7. If the decedent

died before February 1, 2000, then refer to Form ET-90, line 2.

The Commissioner of Taxation and Finance may collect and

maintain personal information pursuant to the New York State Tax

Line 4 — Refer to Form ET-706 and ET-706-I. If the decedent died

Law, including but not limited to, sections 5-a, 171, 171-a, 287,

before February 1, 2000, then refer to Form ET-90, line 19a.

308, 429, 475, 505, 697, 1096, 1142, and 1415 of that Law; and

may require disclosure of social security numbers pursuant to

Where to file

42 USC 405(c)(2)(C)(i).

Mail this form and your payment to: NYS Estate Tax, Processing

This information will be used to determine and administer tax

Center, PO Box 15167, Albany NY 12212-5167.

liabilities and, when authorized by law, for certain tax offset and

Note: If you use a private delivery service, you must mail this form

exchange of tax information programs as well as for any other

and payment to a different address listed in Publication 55 (see

lawful purpose.

Private delivery services below.)

Information concerning quarterly wages paid to employees is

provided to certain state agencies for purposes of fraud prevention,

Private delivery services

support enforcement, evaluation of the effectiveness of certain

If you choose, you may use a private delivery service, instead of

employment and training programs and other purposes authorized

the U.S. Postal Service, to mail in your return and tax payment.

by law.

However, if, at a later date, you need to establish the date you filed

your return or paid your tax, you cannot use the date recorded

Failure to provide the required information may subject you to civil

by a private delivery service unless you used a delivery service

or criminal penalties, or both, under the Tax Law.

that has been designated by the U.S. Secretary of the Treasury or

This information is maintained by the Director of Records

the Commissioner of Taxation and Finance. (Currently designated

Management and Data Entry, NYS Tax Department, W A Harriman

delivery services are listed in Publication 55, Designated Private

Campus, Albany NY 12227; telephone 1 800 225-5829. From areas

Delivery Services. See Need help? below for information on

outside the United States and outside Canada, call (518) 485-6800.

obtaining forms and publications.) If you have used a designated

private delivery service and need to establish the date you filed

your return, contact that private delivery service for instructions on

how to obtain written proof of the date your return was given to the

delivery service for delivery.

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

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