New York > Statewide > Dept Of Taxation And Finance
Estate Tax Waiver Notice ET-99 - New York
| Estate Tax Waiver Notice Form. This is a New York form and can be used in Dept Of Taxation And Finance Statewide . |
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New York State Department of Taxation and Finance ET-99 Estate Tax Waiver Notice (2/05)Name of bank, corporation, association, governmental entity, brokerage firm (see instructions), insurance, or annuity company holding assets of the decedentDecedents last name First Middle initialSocial security number Date of death Bonds Stock Number of shares of: Description of asset and Quantity Denomination Common Preferred account number(s) Amount Name of or payable to (see instructions) Not valid until stampedAs authorized by the Tax Law, the Commissioner of Taxation and Finance hereby waives notice of the time and place ofdelivery or transfer by you or your transfer agent of the property described above and consents to the transfer without retention by you or your transfer agent of any tax and interest that may be assessed against this estate pursuant to the Tax Law. Instructions Note: Estate tax waivers are not required for property of the This information will be used to determine and administer tax liabilities and, when authorized by law, for certain tax offset and exchange of taxestate of an individual whose date of death is on or after February 1, 2000. information programs as well as for any other lawful purpose. Information concerning quarterly wages paid to employees is provided to certain state agencies for purposes of fraud prevention, supportYou must complete all applicable areas. If an entire investment portfolio account is to be transferred, enter the name of the enforcement, evaluation of the effectiveness of certain employment and training programs and other purposes authorized by law. brokerage firm and the decedent information in the areas provided Failure to provide the required information may subject you to civil orabove. Attach to this form a copy of the portfolio showing the criminal penalties, or both, under the Tax Law. itemized assets on the date of death. This information is maintained by the Director of Records Management andIf your broker requires Tax Department validation on the listing Data Entry, NYS Tax Department, W A Harriman Campus, Albany NY sheet that identifies the securities in the portfolio, you must request 12227; telephone 1 800 225-5829. From areas outside the United Statesthat validation when you submit the waiver notice. The department and outside Canada, call (518) 485-6800. will return your validated listing sheet with the waiver notice. Bonds Enter the quantity and denomination of bonds. Need help? Stock Enter the number of shares of common and/or preferred Internet access: www.nystax.gov stock. (for information, forms, and publications) Description Enter the bank account number, stock or bond Fax-on-demand forms: Forms are available description, brokerage account number (when an entire portfolio 24 hours a day, 7 days a week. 1 800 748-3676account is to be transferred), or kind of policy or annuity. Telephone assistance is available from 8:00 A.M. to 5:00 P.M.Amount Enter the date-of-death value of the stock or bonds, (eastern time), Monday through Friday. bank account, brokerage account, life insurance, or annuity. To order forms and publications: 1 800 462-8100Name of or payable to Enter the name(s) on the bank For estate tax information: 1 800 641-0004accounts, stock, or bonds. If they are in the name of the decedent only, enter decedent; otherwise, enter the name of the beneficiary From areas outside the U.S. and outside Canada: (518) 485-6800or annuitant. If the beneficiary or annuitant is the estate, enter estate of decedent. Hotline for the hearing and speech impaired: If you have access to a telecommunications device for the deaf (TDD),If you are requesting a waiver for the estate of an individual whose contact us at 1 800 634-2110. If you do not own a TDD, checkdate of death was before May 26, 1990, submit this form and attachments in duplicate. with independent living centers or community action programs to find out where machines are available for public use. Privacy notification Persons with disabilities: In compliance with the Americans with Disabilities Act, we will ensure that our lobbies,The Commissioner of Taxation and Finance may collect and maintain personal information pursuant to the New York State Tax Law, including but offices, meeting rooms, and other facilities are accessible tonot limited to, sections 171, 171-a, 287, 308, 429, 475, 505, 697, 1096, persons with disabilities. If you have questions about special 1142, and 1415 of that Law; and may require disclosure of social security accommodations for persons with disabilities, please call numbers pursuant to 42 USC 405(c)(2)(C)(i). 1 800 641-0004. American LegalNet, Inc. www.USCourtForms.com
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