Get NY DTF ET-85 2020-2024

New York State Department of Taxation and Finance New York State Estate Tax Certification For office use only ET-85 4/14 For an estate of an individual who died on or after April 1 2014 Decedent s last name First name Middle initial Social security number SSN Address of decedent at time of death number and street Date of death City ZIP code County of residence State Mark an X if copy of death certificate is attached see instr. If the decedent was a nonresident of New York State on the date of death mark an X in this box and attach a completed Form ET-141 New York State Estate Tax Domicile Affidavit. Executor - If you are submitting Letters Testamentary or Letters of Administration with this form indicate in this box the type of letters. Enter L if regular LL if limited letters. If you are not submitting letters with this form enter N*. Attorney s or authorized representative s last name First name MI Executor s last name In care of firm s name if POA is attached Address of attorney or authorized representative If more than one executor mark an X in the box see instr* MI E-mail address of executor Address of executor SSN or PTIN of attorney or authorized rep* Telephone number Social security number of executor If an attorney or authorized representative is listed above he or she must complete the following declaration* I declare that I have agreed to represent the executor s for the above estate that I am authorized to receive tax information regarding the estate and I am mark an X in all boxes that apply an attorney a certified public accountant an enrolled agent a public accountant enrolled with the New York State Education Department Signature of attorney or authorized representative Estimated net estate including jointly held assets 1 Real property. 1 2 Bank deposits mortgages notes and cash 2 3 Stocks and bonds. 3 4 Life insurance. 4 5 Annuities. 5 6 Retirement benefits. 6 7 Miscellaneous assets cars boats coin collections etc*. 7 8 Taxable gifts see instructions. 8 9 Add lines 1 through 8. 9 10 Estimated deductions. 10 Date Were releases of lien previously issued. Yes No Was the decedent a member of a partnership. Did the decedent have a surviving spouse. State does the estate include real property or tangible personal property having an actual situs in New York State. If Yes give date of issuance mm-dd-yyyy. Releases of lien are requested Submit a separate Form ET-117 Release of Lien of Estate Tax for each county cooperative housing corporation and purchaser see instructions. A release of lien is not required if the property was held jointly by the decedent and the surviving spouse as the only joint tenants. There is no fee for a release of lien* If releases of lien are required enter the total number of counties here. Certification The undersigned states that he or she is the duly appointed executor or administrator or a beneficiary or person having an interest in the above named estate for which no executor or administrator has been appointed* The undersigned further states that he or she has a thorough knowledge of the decedent s assets.