Form Et-90.2 - Schedules E - G - New York State Estate Tax Return

ADVERTISEMENT

Click here
for notice about address change
New York State Department of Taxation and Finance
ET-90.2
(1/00)
New York State Estate Tax Return / Schedules E – G
for estates not required to file federal Form 706
Estate of
Social security number
Schedule E – Jointly owned property
(attach additional sheets if necessary)
Part I – Qualified joint interests (interests held by the decedent and decedent’s spouse as the only joint tenants) – Note: If the surviving spouse is not a
citizen of the United States, the interest is not a qualified joint interest and must be reported in Part II below, even when the election provided in
section 955(e)(2) of the Tax Law is made.
A
B
C
D
E
Item
Description
Alternate
Alternate
Value at
number
valuation date
value
date of death
1
Total from additional sheet(s) attached to this schedule (Qualified joint interests) ...........................................
1
Total columns D and E (Qualified joint interests) ................................................................................
1
2
Amounts included in gross estate
(one-half of line 1 total) ..............................................................................
2
Part II – All other joint interests
A
B
C
D
E
F
Item
Description
Name of joint tenant
Alternate
Alternate
Value at
number
and relationship to decedent
valuation date
value
date of death
1
Total from additional sheet(s) attached to this schedule (All other joint interests) ............................................
3
Total columns E and F (All other joint interests) .................................................................................
3
Part III – Summary Add Part I, line 2 and Part II, line 3. If alternate valuation was elected, enter
the total of the Alternate value column on Form ET-90, page 2,
line 27; otherwise, enter the total of the Value at date of death column .................
4
4

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Financial
Go
Page of 3