Get Et 85

Completing the Et 85 form online ensures a streamlined process for estate tax certification in New York. This guide provides detailed instructions on how to effectively fill out each section of the form, catering to a variety of users, including those with limited legal experience.

Follow the steps to complete the Et 85 form online.

1. Click the ‘Get Form’ button to access the Et 85 form and open it in the online editor.
2. Begin by filling out the decedent’s information, including their last name, first name, middle initial, and social security number (SSN). Enter their address at the time of death, including city, state, ZIP code, and county of residence.
3. Indicate whether a copy of the death certificate is attached by marking an 'X' in the appropriate box. Provide the date of death.
4. If the decedent was a nonresident of New York State, mark the designated box and ensure to attach Form ET-141, New York State Estate Tax Domicile Affidavit.
5. For the executor section, if you are submitting Letters Testamentary or Letters of Administration, enter the type of letters. If not, indicate ‘N’. Provide the attorney or authorized representative’s information as necessary.
6. Fill in the details of the executor, including their last name, first name, and relationship to the decedent. Include contact details such as the executor's e-mail address and phone number.
7. Answer the questions regarding past New York gifts or transfers exceeding $10,000 after December 31, 1982, including amounts and whether gift tax returns were filed.
8. Estimate the net estate by filling in the details for each asset category listed, such as real property, bank deposits, stocks, life insurance, and more. Sum these amounts to calculate the total estimated net estate.
9. Indicate whether the decedent was a member of a partnership and whether they had a surviving spouse or if the estate includes real property in New York State.
10. Complete the certification section, ensuring all statements regarding the decedent’s assets and your authority are accurate and truthful.
11. Once all sections are completed, make necessary updates and proceed to save your changes. The options to download, print, or share the completed form will be available for your convenience.

Take advantage of the efficiency of online filing by completing your documents today.