LexisNexis® Automated Forms - Updates NYSBA's Surrogate's Court Forms CD (Release 18) June - 2014

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Microsoft Word®

Link

Title

Reason For Update

1041qft_14-m
221 KB
10/24/2014

United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2014)

[Version 18.01] New form

Et706_14-m
1222 KB
10/20/2014

New York State Estate Tax Return (ET-706) (2014)

[Version 18.01] New form

8949_13-m
462 KB
10/17/2014

Sales and Other Dispositions of Capital Assets (8949) (2013)

[Version 18.01] New form

1041d_13-m
1088 KB
10/17/2014

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

[Version 18.01] Updated to default variables from form 8949

Gmd1-m
534 KB
10/17/2014

Petition for Appointment of Guardian (SCPA Article 17-A) (GMD-1)

[Version 18.01] Fixed insurance and stock insert repeat

1041j_14-m
1906 KB
10/10/2014

Accumulation Distribution for Certain Complex Trusts (1041 Schedule J) (2014)

[Version 18.01] New form

Se3a-m
181 KB
09/30/2014

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

[Version 18.02] Corrected typographical error on page 1

4506t-m
1152 KB
09/25/2014

Request for Transcript of Tax Return (4506-T)

[Version 18.01] 2014 version

Wd2-m
530 KB
09/12/2014

Wrongful Death Petition (WD-2)

[Version 18.01] Added signature line

Et115_1-m
757 KB
08/19/2014

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

[Version 18.02] Added discontinuation notice

706qdt-m
395 KB
08/19/2014

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

[Version 18.02] 2014 instructions

Slt1-m
522 KB
08/19/2014

Petition for Successor Letters Testamentary (SLT-1/P-14)

[Version 18.01] Improved page numbering and added signature line addendum

Et85_14-m
304 KB
08/07/2014

New York State Estate Tax Certification (ET-85) (2014)

[Version 18.01] New form

Nypoa-m
245 KB
08/07/2014

Durable General Power of Attorney (Statutory Short Form)

[Version 18.01] Added Affidavit

Gmd3-m
116 KB
08/05/2014

Waiver of Process, Renunciation and Consent to Appointment of Guardian (GMD-3)

[Version 18.01] Added Other option for counties

2848-m
450 KB
08/05/2014

Power of Attorney and Declaration of Representative (2848)

[Version 18.01] 2014 version

Ja7-m
821 KB
07/30/2014

Non-Trust Accounting with Instructions (JA-7)

[Version 18.04] Removed schedule chronological date sorting

Ja4-m
922 KB
07/30/2014

Trust Accounting with Instructions (JA-4)

[Version 18.04] Removed schedule chronological date sorting

P5_kings-m
236 KB
07/21/2014

Probate Citation (P-5) (Kings County)

[Version 18.01] Changed TO line at top of form

Se1a-m
339 KB
07/15/2014

Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-1A)

[Version 18.01] Improved page insertion without requiring decedent testate status

StaplesA-m
32 KB
07/14/2014

Staples Affidavit

[Version 18.01] Added Other option for counties

Intake-m
310 KB
07/01/2014

Initial Client Setup for Probate - Printable Summary

[Version 18.01] Improved instructions in first dialog

Sdop13b-m
122 KB
07/01/2014

Order of Adoption (Private-Placement) (13-B)

[Version 18.02] Added paragraph about Native American child

Filebond-m
56 KB
06/26/2014

Affidavit to Dispense with Filing of a Bond

[Version 18.01] Corrected signature line formatting

Sdop28-m
920 KB
06/24/2014

Petition for Registration of Foreign Adoption Order (28)

[Version 18.01] 20 new and updated adoption forms

706_13-m
2824 KB
06/24/2014

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

[Version 18.01] Corrected Schedule P continuation sheet

 

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