Get Form Et-85 New York State Estate Tax Certification Revised 2 ...

Completing the Form ET-85 New York State Estate Tax Certification is an important step in managing the estate of a deceased individual. This guide provides clear instructions to help users navigate the form effectively and efficiently, ensuring compliance with state requirements.

Follow the steps to complete the Form ET-85 online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the decedent's last name, first name, and middle initial in the respective fields, ensuring correct spelling.
3. Provide the address of the decedent at the time of death, including number and street, city, state, and ZIP code.
4. Input the decedent’s Social Security number and the date of death. Make sure to indicate the county of residence.
5. If applicable, mark an X to indicate if a copy of the death certificate is attached. If the decedent was a nonresident of New York State, mark the corresponding box and attach Form ET-141.
6. Indicate whether you are attaching Form ET-14 by marking the corresponding box if applicable.
7. Fill in the executor’s information, including their last name, first name, and middle initial. If there is more than one executor, mark the related box.
8. Provide the address and contact information for the attorney or authorized representative if applicable.
9. Estimate the net estate including all relevant assets. Input values for real property, bank deposits, stocks, life insurance, and more in the designated fields.
10. Answer questions regarding the decedent’s marital status and partnerships. Indicate whether releases of liens are requested, and if so, provide the necessary details.
11. Review all information entered in the form for accuracy. Once confirmed, users can save changes, download, print, or share the completed form.

Complete your Form ET-85 online today for a smooth estate tax certification process.