LexisNexis® Automated Forms - Updates NYSBA's Surrogate's Court Forms CD (Release 17) June - 2013

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Microsoft Word®

Link

Title

Reason For Update

P1x_ackc2-m
6948 KB
04/17/2014

New Combined Corporate Verification, Consent and Designation (for P-1)

[Version 17.01] New form

706_13-m
2146 KB
04/09/2014

United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2013)

[Version 17.06] Fixed decedent SSN

G2b-m
746 KB
04/04/2014

Petition for Appointment of a Guardian (Person and Property/Property Only) (G-2B)

[Version 17.01] Added new acknowledgment

Checklist-m
3558 KB
04/03/2014

18 New Checklist Forms

[Version 17.01] New forms

I1sched-m
110 KB
03/20/2014

Inventory of Assets (I-1) Schedules

[Version 17.04] Fixed Schedule G amounts

A8-m
380 KB
03/12/2014

Waiver of Citation, Renunciation and Consent to Appointment of Administrator (Individual) (A-8)

[Version 17.04] Corrected signature year to 4 digits

Ja7-m
844 KB
03/11/2014

Non-Trust Accounting with Instructions (JA-7)

[Version 17.03] Removed exempt fiduciaries

Ja4-m
981 KB
03/11/2014

Trust Accounting with Instructions (JA-4)

[Version 17.03] Removed exempt fiduciaries

1041_13-m
863 KB
03/07/2014

United States Income Tax Return for Estates and Trusts (1041) (2013)

[Version 17.03] Automated line 20 exemption

BondAff-m
70 KB
03/06/2014

Bond Affidavit for Letters of Administration

[Version 17.01] Added caption title option

706na-m
542 KB
02/20/2014

United States Estate (and Generation-Skipping Transfer) Tax Return (706-NA)

[Version 17.02] Updated instructions

P5_Kings-m
445 KB
02/12/2014

Probate Citation (P-5) (Kings County)

[Version 17.01] New form

Nys030-m
97 KB
02/12/2014

Order for Service of Citation by Publication (Kings County)

[Version 17.01] New form

1041d_13-m
1113 KB
01/29/2014

Capital Gains and Losses (1041 Schedule D) (2013)

[Version 17.01] New form

Ja2-m
233 KB
01/24/2014

Receipt and Release (JA-2)

[Version 17.01] Corrected extra space in paragraph c

Ft1aff-m
62 KB
01/24/2014

Family Tree Affidavit

[Version 17.01] Reformatted and revised to 3 pages

709_13-m
1349 KB
01/22/2014

United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2013)

[Version 17.03] Updated instructions

G8-m
1573 KB
01/22/2014

Petition for Withdrawal of Infant's Property for Support and Education (G-8)

[Version 17.01] Corrected attachment spelling

1041qft_13-m
207 KB
01/21/2014

United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2013)

[Version 17.01] 2013 version

1041k1_13-m
339 KB
01/21/2014

Beneficiary's Share of Income, Deductions, Credits, etc. (1041 Schedule K-1) (2013)

[Version 17.01] 2013 version

1041es_14-m
194 KB
01/21/2014

Estimated Income Tax for Estates and Trusts (1041-ES) (2014)

[Version 17.01] 2014 version

Ss4-m
814 KB
01/17/2014

Application for Employer Identification Number (SS-4)

[Version 17.02] Instructions updated

It205v-m
431 KB
01/13/2014

Payment Voucher for Fiduciary Income Tax Returns (IT-205-V)

[Version 17.01] 2013 version

It205t_13-m
1236 KB
01/13/2014

New York State Allocation of Estimated Tax Payments to Beneficiaries (IT-205-T) (2013)

[Version 17.01] 2013 version

It205c_13-m
830 KB
01/13/2014

New York State Resident Trust Nontaxable Certification (IT-205-C) (2013)

[Version 17.01] 2013 version

It205a_13-m
1239 KB
01/13/2014

New York State Fiduciary Allocation (IT-205-A) (2013)

[Version 17.01] 2013 version

It205_13-m
1109 KB
01/13/2014

New York State Fiduciary Income Tax Return (IT-205) (2013)

[Version 17.01] 2013 version

I1-m
212 KB
01/10/2014

Inventory of Assets (I-1)

[Version 17.04] Reformatted Cause of Action on second page

1041i_13-m
505 KB
01/07/2014

Alternative Minimum Tax - Estates and Trusts (ATM) (1041 Schedule I) (2013)

[Version 17.01] 2013 version

Et706_13-m
471 KB
01/02/2014

New York State Estate Tax Return (ET-706) (2013)

[Version 17.04] Fixed second executor SSN

Se3a-m
1350 KB
12/18/2013

Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-3A)

[Version 17.01] Added optional will date and petitioner citizenship

P1x_oath2-m
70 KB
12/18/2013

Consent, Oath and Designation of Trustee (for P-1)

[Version 17.01] New form

4422-m
124 KB
12/04/2013

Application for Certificate Discharging Property Subject to Federal Estate Tax Lien (4422)

[Version 17.01] 2013 version

P1_kings-m
296 KB
12/02/2013

Petition for Probate (P-1) (Kings County)

[Version 17.02] Updated line 1(c)

P1-m
8798 KB
11/21/2013

Petition for Probate (P-1)

[Version 17.02] Added new acknowledgment language to 30 forms (9MB)

706_12-m
2732 KB
11/15/2013

United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2012)

[Version 17.04] Corrected Schedule B continuation sheet

Csmd1-m
873 KB
11/15/2013

Petition for Appointment/Confirmation of Standby Guardian (CSMD-1)

[Version 17.01] New form

706ce-m
119 KB
11/15/2013

Certificate of Payment of Foreign Death Tax (706-CE)

[Version 17.01] 2013 version

709_12-m
1448 KB
11/01/2013

United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2012)

[Version 17.01] Corrected Schedule A split gifts

706gst-m
302 KB
10/30/2013

Generation-Skipping Transfer Tax Return for Terminations (706-GS(T))

[Version 17.02] 2013 instructions

8832-m
364 KB
10/30/2013

Entity Classification Election (8832)

[Version 17.01] 2013 version

Disclaim-m
59 KB
10/25/2013

Renunciation and Disclaimer of Interests in Estate

[Version 17.01] Added signature date

706gsd1-m
511 KB
10/21/2013

Notification of Distribution From a Generation-Skipping Trust (706-GS(D-1))

[Version 17.01] 2013 instructions

706gsd-m
239 KB
10/21/2013

Generation-Skipping Transfer Tax Return for Distributions (706-GS(D))

[Version 17.02] 2013 instructions

Et85_12-m
120 KB
10/14/2013

New York State Estate Tax Certification (ET-85) (2012)

[Version 17.01] 2013 version

1041v_13-m
262 KB
10/11/2013

Payment Voucher (1041-V) (2013)

[Version 17.01] New form

1041t_13-m
288 KB
10/09/2013

Allocation of Estimated Tax Payments to Beneficiaries (1041-T) (2013)

[Version 17.01] New form

1041j_13-m
127 KB
10/08/2013

Accumulation Distribution for Certain Complex Trusts (1041 Schedule J) (2013)

[Version 17.02] Fixed line 37 totals

W7sp-m
564 KB
10/02/2013

Solicitud de Número de Identificación (W-7(SP))

[Version 17.01] 2013 version

Et706-m
2779 KB
10/02/2013

New York State Estate Tax Return (ET-706) (2012)

[Version 17.01] Fixed items B and C

4506t-m
565 KB
09/30/2013

Request for Transcript of Tax Return (4506-T)

[Version 17.01] 2013 version

4506-m
552 KB
09/30/2013

Request for Copy of Tax Return (4506)

[Version 17.01] 2013 version

709a-m
449 KB
09/26/2013

United States Additional Estate Tax Return (706-A)

[Version 17.01] 2013 version

Nys009-m
52 KB
09/26/2013

Decree Granting Probate (Bronx County)

[Version 17.01] Defaulted county variable to Bronx

Et115_1-m
307 KB
09/18/2013

New York State Estate Tax Report of Federal Audit Changes (ET-115.1)

[Version 17.01] Added 4 decimals to question 5

W7-m
541 KB
09/18/2013

Application for IRS Individual Taxpayer Identification Number (W-7)

[Version 17.01] 2013 version

W9-m
436 KB
09/05/2013

Request for Taxpayer Identification Number and Certification (W-9)

[Version 17.01] 2013 version

I2-m
78 KB
09/04/2013

Firearms Inventory (I-2)

[Version 17.02] Corrected attorney/fiduciary information

706qdt-m
381 KB
09/04/2013

United States Estate Tax Return for Qualified Domestic Trusts (706-QDT)

[Version 17.02] Updated instructions

Et14-m
307 KB
07/15/2013

New York State Estate Tax Power of Attorney (ET-14)

[Version 17.01] 2013 version

SchExtn-m
147 KB
07/15/2013

Application for Extension of Preliminary Letters Testamentary - Schedule

[Version 17.01] Added acknowledgment

 

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03/15/2013

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03/15/2013

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03/15/2013

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03/15/2013

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WordPerfect11
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03/15/2013

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WordPerfect9
21 KB
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