State: New York

Federal Estate Tax Affidavit

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Federal Estate Tax Affidavit

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TITLE CO:
TITLE NO:
DATE:
STATE OF: )
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 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 on this day
of , .

Notary Public

Estate Tax Gross Estate Exemption Threshold
died on or before 12/31/76--
died on or before 12/31/77--
died on or before 12/31/78--
died on or before 12/31/79--
died on or before 12/31/80--
died on or before 12/31/81--
died on or before 12/31/82--
died on or before 12/31/83--
died on or before 12/31/84--
died on or before 12/31/85--
died on or before 12/31/97--
died on or after 1/1/98--
died on or after 1/1/99--
died on or after 1/1/2000--
died on or after 1/1/2002--
died on or after 1/1/2004--
died on or after 1/1/2005--
died on or after 1/1/2006--
$ 60,000.00
$120,000.00
$134,000.00
$147,000.00
$161,000.00
$175,000.00
$275,000.00
$325,000.00
$400,000.00
$500,000.00
$600,000.00
$625,000.00
$650,000.00
$675,000.00
$1,000,000.00
$850,000.00
$950,000.00
$1,000,000.00

AFFIDAVIT NY13: FEDERAL ESTATE TAX AFFIDAVIT