Fillable Printable Federal Estate Tax Affidavit - New York
Fillable Printable Federal Estate Tax Affidavit - New York
Federal Estate Tax Affidavit - New York
FEDERAL ESTATE TAX AFFIDAVIT
TITLE CO.:
TITLE NO.:
DATE:
STATE OF NEW YORK )
)SS.:
COUNTY OF )
being duly sworn, depose(s) and say(s):
1. I reside at ___________________ and am the (Executor-Administrator-Specify other
relationship) of the Estate of ______________________ who died a resident of ____________ County on
______________ ______,
2. I amfully familiar with the assets ofwhich the decedent died seized, including
, which comprise the
gross estate as hereinaf ter defined, and the said gross estate (includes, wheresoever situate, all real estate, stocks and
bonds, mortgages, notes and cash, insurance on decedent's life, jointly owned property, transfers during decedent's life without an
adequate or full consideration, powers of appointment, annuities, personal property, interests in a partnership or unincorporated
business and the value of the decedent's adjusted lifetime gifts
) is less than $_____________ and said estate is not subject
to any Federal Estate Tax.
3. I make this statement knowing full well that ____________________ relies on the accuracy
thereof for the purposes of issuing its policy of title insurance in the captioned matter.
_______________________________
Sworn to before me this _ day
of 200 .
__________________________
Notary Public
Estate Tax Gross Estate Exemption Threshold
died on or before 12/31/ 76 -- $ 60,000. 00
died on or before 12/31/ 77 -- $120, 00 0.00
died on or before 12/31/ 78 -- $134, 00 0.00
died on or before 12/31/ 79 -- $147, 00 0.00
died on or before 12/31/ 80 -- $161, 00 0.00
died on or before 12/31/ 81 -- $175, 00 0.00
died on or before 12/31/ 82 -- $275, 00 0.00
died on or before 12/31/ 83 -- $325, 00 0.00
died on or before 12/31/ 84 -- $400, 00 0.00
died on or before 12/31/ 85 -- $500, 00 0.00
died on or before 12/31/ 97 -- $600, 00 0.00
died on or after 1/1/98-- $625, 00 0.00
died on or after 1/1/99-- $650, 00 0.00
died on or afte r 1/1/2000-- $675,00 0.00
died on or after 1/1/2002-- $1,000,000.00
died on or afte r 1/1/2004-- $850,00 0. 00
died on or afte r 1/1/2005-- $950,00 0. 00
died on or after 1/1/2006-- $1,000,000.00
