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Estate Tax Affidavit (Federal And-Or New York) - New York
| Estate Tax Affidavit (Federal And-Or New York) Form. This is a New York form and can be used in Affidavits Title Real Estate Statewide . |
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Federal Estate Tax Affidavit 7LWOH 1R 3UHPLVHV 67$7( 2) &2817< 2) 66 EHLQJ GXO\ VZRUQ GHSRVHV DQG VD\V , UHVLGH DW , DP WKH (Executor-Administrator)* RI WKH (VWDWH RI resident of &RXQW\ RQ , ZKR GLHG D , DP IXOO\ IDPLOLDU ZLWK WKH DVVHWV RI ZKLFK WKH GHFHGHQW GLHG VHL]HG 7KH YDOXH RI the GHFHGHQW V JURVV )HGHUDO HVWDWH DV GHILQHG E\ WKH ,QWHUQDO 5HYHQXH &RGH LV less than , DQG WKHUHIRUH WKH GHFHGHQW V HVWDWH LV QRW VXEMHFW WR Federal Estate Tax. , PDNH WKLV VWDWHPHQW NQRZLQJ IXOO ZHOO WKDW (the name of title insurance co.) is UHO\LQJ RQ WKH WUXWK RI WKH VWDWHPHQWV KHUHLQ IRU WKH SXUSRVHV RI LVVXLQJ LWV SROLF\ of titlH LQ WKH FDSWLRQHG PDWWHU 6ZRUQ WR EHIRUH PH WKLV RI , 2 . day SEE NOTES ON NEXT PAGE 5HYLVHG (*If neither of the above, state relationship to decedent) American LegalNet, Inc. www.FormsWorkFlow.com NOTES: 1. The above affidavit may be used to pass the question of the Federal Estate Tax Lien of a decedent where the gross estate is less than the amount set forth below for the date of the decedent's death. $600,000, if the decedent died prior to 1998 $625,000, if the decedent died during 1998 $650,000, if the decedent died during 1999 $675,000, if the decedent died during 2000 or 2001 $1,000,000, if the decedent died during 2002 or 2003 $1,500,000, if the decedent died during 2004 or 2005 $2,000,000, if the decedent died during 2006, 2007, or 2008 $3,5,000,000 if the decedent died during 2009 (No federal estate tax imposed for persons dying in 2010) $1,000,000, if the decedent died in 2011 or thereafter 2. The above affidavit may be used to pass the question of the New York Estate Tax Lien of a decedent where the gross estate is less than the amount set forth below for the date of the decedent's death. $108,333, if decedent died on or prior to 6/09/94 $115,000, if decedent died on or after 6/10/94 and on or prior to 9/30/98 $300,000, if decedent died on or after 10/01/98 and on or prior to 1/31/2000 $675,000, if decedent died on or after 2/01/2000 and on or prior to 12/31/2001 $1,000,000, if decedent died during 2002 and thereafter 3. The gross estate as used in the above affidavit includes, but is not limited to, wheresoever situate, all real estate, stocks and bonds, mortgages, notes and cash, insurance on decedent's life, jointly owned property, Totten Trusts, powers of appointment, annuities, personal property, interests in partnerships, unincorporated businesses, limited liability companies, and corporations. Revised 11/10/01 American LegalNet, Inc. www.FormsWorkFlow.com
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