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The New York State Surrogate's Court Procedure Act (Section 1310) allows the surviving spouse and certain relatives of a deceased person to collect a benefit without court administration.

Waiver of Citation in a probate Before an Executor who is nominated by a will can be appointed by the Surrogate's Court to act as an Executor in a New York estate, they have to give notice to all of the people who would benefit from the estate of the person who died, whether or not they are in the will.

You must file Form ET-706 within nine months after the decedent's date of death, unless you receive an extension of time to file the return. An extension of time to file the estate tax return may not exceed six months, unless the executor is out of the country.

When authorization is required for the release of personal property, it is usually referred to as an estate tax waiver or a consent to transfer. New York State does not require waivers for estates of anyone who died on or after February 1, 2000. For details, See Publication 603, Estate Tax Waivers.

Mail your return and payment (if any) to: NYS ESTATE TAX. PROCESSING CENTER. PO BOX 15167. ALBANY NY 12212-5167.

When authorization is required for the release of personal property, it is usually referred to as an estate tax waiver or a consent to transfer. New York State does not require waivers for estates of anyone who died on or after February 1, 2000. For details, See Publication 603, Estate Tax Waivers.

While New York doesn't charge an inheritance tax, it does include an estate tax in its laws. The state has set a $6.58 million estate tax exemption (up from $6.11 million in 2022), meaning if the decedent's estate exceeds that amount, the estate is required to file a New York estate tax return.