Et 133 Form PDF Details

In the intricate journey of estate management, navigating through the procedural requirements adhered to by the Department of Taxation and Finance becomes pivotal. Among the plethora of forms and documents is the ET-133 form, a crucial tool designed to facilitate a smoother process for those grappling with the complexities of estate tax obligations. Introduced for estates pertaining to individuals who passed away on or after January 1, 2019, this application serves a dual purpose: it offers an extensible timeline both for the filing and, if necessary, the payment of estate taxes, mitigating the immediate pressures on the executors or administrators handling the deceased’s estate. Detailing information ranging from the decedent’s personal details to the intricacies of estimated estate values and applicable deductions, the form embodies a comprehensive avenue for executors to articulate their need for additional time, whether due to unascertainable estate sizes or undue hardship scenarios. Moreover, it underscores the importance of accompanying documentation, such as the death certificate, the New York State Estate Tax Domicile Affidavit (Form ET-141), and the Estate Tax Power of Attorney (Form ET-14), ensuring a thorough submission that aligns with legal stipulations. The ET-133's framework towards an automatic extension for filing or a detailed appeal for extension to pay reflects a structured approach to easing the administrative burdens often associated with estate taxation, paving the way for a more manageable resolution of a decedent’s fiscal duties.

QuestionAnswer
Form NameEt 133 Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesnys et latest, 133 back return, et 133 ny, extension form york

Form Preview Example

 

 

 

 

 

 

 

 

 

Department of Taxation and Finance

 

 

 

 

 

 

ET-133

 

 

 

For office use only

 

 

 

 

 

Application for Extension of Time

 

 

 

 

 

 

 

 

 

 

 

 

To File and/or Pay Estate Tax

 

 

 

 

 

 

 

 

 

 

 

 

 

(7/20)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For an estate of an individual who died on or after January 1, 2019

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Decedent’s last name

 

 

 

First name

Middle initial

 

Social Security number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address of decedent at time of death (number and street)

 

 

Date of death

 

 

Mark an X if copy of

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

death certificate is

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

attached (see inst.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

 

 

 

 

State

ZIP code

 

County of residence

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If the decedent was a nonresident of New York State on the date of death, mark an X in the box and attach completed

 

 

 

 

 

 

 

.....................................................................................................Form ET‑141, New York State Estate Tax Domicile Affidavit

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Power of Attorney – Mark an X in the box if Form ET‑14, Estate Tax Power of Attorney, is attached (see instructions)

 

 

 

 

 

 

 

 

 

 

If Form ET‑14 was previously provided, indicate which form it was attached to and the date it was submitted:

 

 

 

 

 

 

 

 

 

 

 

 

 

Form

 

 

 

 

 

 

 

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Executor: If you are submitting Letters Testamentary or Letters of Administration with this form, indicate in this box

 

 

 

 

 

 

 

the type of letters. Enter L if regular, LL if limited letters. If you are not submitting letters with this form, enter N

.

............

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Attorney’s or authorized representative’s last name

 

First name MI

Executor’s (for definition, see instr.) last name

 

First name

 

 

 

 

Middle initial

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

In care of (firm’s name)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If more than one executor, mark an X in the box (see instructions)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address of attorney or authorized representative

 

 

 

 

 

Address of executor

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

State

ZIP code

City

 

 

State

 

ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SSN or PTIN of attorney or authorized rep.

Telephone number

Social Security number of executor

Telephone number

 

 

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Email address of attorney or authorized representative

 

 

 

Email address of executor

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Automatic extension of time to file (Tax Law, § 976(a)(1))

 

 

 

 

 

 

 

 

 

Extension date requested

 

 

 

Mark an X in this box (see instructions).

 

 

 

 

 

 

 

 

 

 

 

 

 

 

month

day

year

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Extension of time to pay (Tax Law, § 976(a))

 

 

 

 

 

 

 

 

 

 

 

 

Extension date requested

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mark an X in this box and, in the space provided below, explain in detail why payment of the estate tax by the due date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(that is, within nine months of the date of death) will cause undue hardship to the estate. Include documentation of any

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

effort the estate has made to convert assets to pay the tax. If the tax cannot be determined because the size of the estate is

month

day

year

 

 

 

unascertainable, mark an X here

and attach an explanation (see instructions).

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

State in detail why you need an extension of time to pay. (Attach additional sheets if necessary.)

 

 

 

Computation

 

 

 

 

 

 

1

Estimated value of federal gross estate (see instructions)

 

 

1.

 

 

 

 

 

 

2

Estimated value of property with a location outside of New York State

 

2.

 

 

 

3

Subtotal (subtract line 2 from line 1)

3.

 

Attach

 

 

Taxable gifts (see instructions)

 

 

 

 

check

4

4.

 

 

 

or

 

Includible QTIP Property (see instructions)

 

 

 

 

5

5.

 

 

 

money

 

 

 

order

 

Estimated litigation awards (see instructions)

 

 

 

 

6

6.

 

 

 

here.

 

 

 

7Amount determined under § 957 relating to Powers of

 

Appointment prior to 1930 (see instructions)

7.

 

 

8

Add lines 4 through 7

8.

 

9

New York estimated gross estate (add lines 3 and 8)

 

10

Allowable federal deductions for New York State purposes (see instructions)

 

 

11

Estimated New York taxable estate (subtract line 10 from line 9)

 

12

Tax on taxable estimate, net of any applicable credit (see instructions)

 

 

13

Amount previously remitted, if any

13.

 

14Amount remitted with this form (make check or money order payable in U.S. funds to

Commissioner of Taxation and Finance)

 

14.

00900107200094

Executor or applicant, be sure to sign this return on page 2.

Page 2 of 2 ET-133 (7/20)

Certification: Under penalties of perjury, I declare that I am either the duly appointed executor or administrator for the above‑named estate or, if no executor or administrator has been appointed, a person in actual or constructive possession of any property of the decedent with sufficient knowledge to file an accurate

return, the attorney or accountant representing such individual, or a person with a power of attorney to act on behalf of the executor, and that, to the best of my knowledge and belief, the information contained on this application is true and correct.

Signature

Date

Mark an X in the applicable box:

Attorney

Court appointed Executor

Power of attorney

Other (specify role)

00900207200094

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