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Federal Estate Tax Affidavit Form. This is a New York form and can be use in Real Estate Statewide.
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Tags: Federal Estate Tax Affidavit, New York Statewide, Real Estate
FEDERAL ESTATE TAX AFFIDAVIT
TITLE CO.:
TITLE NO.:
DATE:
STATE OF
)
)SS.:
)
COUNTY OF
being duly sworn, depose(s) and say(s):
1.
I reside at
resident of
and am the __ Executor __ Administrator __Other (specify)
of the Estate of
who died a
County on
.
2.
I am fully familiar with the assets of which the decedent died seized, including
(the "Premises"), which
comprise the gross estate as hereinafter 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
of
,
day
.
______________________________
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-$120,000.00
died on or before 12/31/78-$134,000.00
died on or before 12/31/79-$147,000.00
died on or before 12/31/80-$161,000.00
died on or before 12/31/81-$175,000.00
died on or before 12/31/82-$275,000.00
died on or before 12/31/83-$325,000.00
died on or before 12/31/84-$400,000.00
died on or before 12/31/85-$500,000.00
died on or before 12/31/97-$600,000.00
died on or after 1/1/98-$625,000.00
died on or after 1/1/99-$650,000.00
died on or after 1/1/2000-$675,000.00
died on or after 1/1/2002-$1,000,000.00
died on or after 1/1/2004-$850,000.00
died on or after 1/1/2005-$950,000.00
died on or after 1/1/2006-$1,000,000.00
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