For office use only For an estate of an individual who died on or after April 1, 2016, and on or before March 31, 2017 Amended return Federal audit changes Decedent's last name First name Middle initial Social security number (SSN) Address of decedent at time of death (number and street) City State ZIP code Date of death If copy of death certificate is attached, mark an X in the box New York State Estate Tax Return ET-706 (4/16) Department of Taxation and Finance County of residence If the decedent was a nonresident of New York State (NYS) on the date of death, mark an X in the box and attach a completed Form ET-141, New York State Estate Tax Domicile Affidavit. Employer identification Name and EIN of any trusts created or funded by the will number (EIN) of the estate Executor ­ If you are submitting Letters Testamentary or Letters of Administration with this form, indicate in the box the type of letters. Enter L if regular, LL if limited letters. If you are not submitting letters with this form, enter N. Surrogate's court ­ If a proceeding for probate or administration has commenced in a surrogate's court in NYS, enter county. Attorney's or authorized representative's last name First name MI Executor's last name In care of (firm's name) Address of attorney or authorized representative City PTIN or SSN of attorney or authorized rep. State If POA is attached, mark an X in the box First name E-mail address of executor MI If more than one executor, mark an X in the box (see instr.) Address of executor City Social security number of executor ZIP code State ZIP code Telephone number Telephone number ( ) ( ) If the decedent possessed a cause of action or was a plaintiff in any litigation at the time of death, mark an X in the box and complete Schedule F (see Form ET-706-I, Instructions for Form ET-706) .............................................................. Installment payments of tax for closely held business ­ Do you elect to pay the tax in installments as described in IRC section 6166 (NYS Tax Law section 997)? If Yes, attach Form ET-415 (see Form ET-706-I) .................................. If releases of lien are needed, attach Form(s) ET-117 (see Form ET-706-I) and enter the number of counties here .... a Is a federal estate tax return (either federal Form 706 or 706-NA) required to be filed with the IRS (see Form ET-706-I)? ..... Note: You must submit a completed federal estate tax return with this return, even when you are not required to file with the federal Internal Revenue Service. b Is there any QTIP property listed on federal Form 706, Schedule M, section A1? ................................................. If Yes, provide the social security number of the surviving spouse Tax computation Yes Yes No No Yes No 1 Taxable estate for New York State (from Schedule A, Part 1, line 17, or Part 2, line 31) ........................... 1. 2 New York State estate tax (from tax table on page 6) ........................................................................... 2. 3 Applicable credit (see instructions) ...................................................................................................... 3. 4 Tax after credit (subtract line 3 from line 2) ........................................................................................... 4. 5 Net prior tax payments to New York State (attach a Schedule of dates and amounts; see instructions) .... 5. 6 If line 5 is less than line 4, subtract line 5 from line 4. This is the amount you owe ........................ 6. 7 If line 5 is greater than line 4, subtract line 4 from line 5. This is the amount to be refunded to you 7. 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 that apply): an attorney a certified public accountant an enrolled agent Signature of attorney or authorized representative a public accountant enrolled with the NYS Education Department Date E-mail address of attorney Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Furthermore, I/we, as executor(s) for this estate, authorize the person, if any, named as my/our representative on this return to receive confidential tax information regarding this estate. Signature of executor Print name of preparer other than executor Address of preparer Date Signature of co-executor Preparer's PTIN or SSN Date Date Preparer's NYTPRIN Signature of preparer other than executor City State ZIP code E-mail address of preparer American LegalNet, Inc. www.FormsWorkFlow.com Page 2 of 6 ET-706 (4/16) Schedule A ­ Computation of New York State taxable estate Part 1 ­ Resident 8 Amount from federal Form 706, page 3, part 5, line 13 ...................................................................... 9 Property with a location outside New York State (from Schedule B) ..................................................... 10 Subtotal (subtract line 9 from line 8) ........................................................................................................ 11 Amount determined under section 957 (relating to Powers of Appointment prior to 1930) ......................... 12 Taxable gifts (from Schedule D) ............................................................................................................. 13 Total gross estate for New York State (add lines 10, 11, and 12) ............................................................ 14 Total allowable federal deductions (from federal Form 706, page 3, part 5, line 24) .................................................................................. 14. 15 Federal deductions not allowed for New York State purposes (from Schedule E, line 48) .......................................................................... 15. 16 Allowable federal deductions for NYS purposes (subtract line 15 from line 14) ...................................... 17 Taxable estate for New York State (subtract line 16 from 13) ................................................................. Part 2 ­ Nonresident 18 Amount from federal Form 706, page 3, part 5, line 13; or Form 706-NA, page 2, Schedule B, line 1 19 Property with a location outside New Yo