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

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Link

Title

Reason For Update

P4-m
411 KB
03/03/2015

Waiver of Process; Consent to Probate (P-4)

[Version 18.01] Improved corporate signature line

Ja4-m
963 KB
03/03/2015

Trust Accounting with Instructions (JA-4)

[Version 18.07] Improved Summary statement of principal and interests for executors

Et133_14-m
356 KB
02/20/2015

New York State Application for Extension of Time to File and/or Pay Estate Tax (ET-133) (2014)

[Version 18.02] Updated line 10

Ln522-40-27-m
318 KB
02/20/2015

Receipt, Release and Refunding Agreement

[Version 18.01] New form

Et130_14-m
341 KB
02/20/2015

Tentative Payment of Estate Tax (ET-130) (2014)

[Version 18.02] Updated line 10

2848-m
301 KB
02/20/2015

Power of Attorney and Declaration of Representative (2848)

[Version 18.02] Corrected insertion of spouse copy

Apwaiver-m
239 KB
02/20/2015

Waiver and Consent for Ancillary Probate Proceeding

[Version 18.01] Form now repeats

706_13-m
7904 KB
02/12/2015

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

[Version 18.02] Corrected date error

Et30_14-m
9727 KB
02/10/2015

Application for Estate Tax Waivers/Releases of Estate Tax Lien (ET-30) (2014)

[Version 18.02] Removed PTIN P99999999 formatting

AffHeirship_Kings-m
73 KB
02/02/2015

Affidavit of Heirship (King's County)

[Version 18.01] New form

Ja2-m
306 KB
02/02/2015

Receipt and Release (JA-2)

[Version 18.01] Added optional full or partial distribution variable

Bill_Costs1-m
61 KB
01/28/2015

Bill of Costs--Taxation of Costs (SCPA)

[Version 18.01] Restored missing variable for Surrogate name

Et706_14_314-m
481 KB
01/14/2015

New York State Estate Tax Return (ET-706) (2014) (3/14)

[Version 18.01] New form

Et706_14-w
390 KB
01/14/2015

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

[Version 18.04] Added override for question 14

1041_14-m
329 KB
01/13/2015

United States Income Tax Return for Estates and Trusts (1041) (2014)

[Version 18.01] New form

It205v_14-m
448 KB
01/13/2015

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

[Version 18.01] 2014 version

It205t_14-m
838 KB
01/13/2015

Allocation of Estimated Tax Payments to Beneficiaries (IT-205-T) (2014)

[Version 18.01] New form

It205c_14-m
412 KB
01/13/2015

New York State Resident Trust Nontaxable Certification (IT-205-C) (2014)

[Version 18.01] New form

It205a_14-m
1976 KB
01/13/2015

Fiduciary Allocation (IT-205-A) (2014)

[Version 18.01] New form

It205_14-m
1404 KB
01/13/2015

Fiduciary Income Tax Return (IT-205) (2014)

[Version 18.01] New form

1041d_14-m
870 KB
01/08/2015

Capital Gains and Losses (1041 Schedule D) (2014)

[Version 18.01] New form

8949_14-m
255 KB
01/08/2015

Sales and Other Dispositions of Capital Assets (8949) (2014)

[Version 18.01] New form

1041k1_14-m
215 KB
01/08/2015

Beneficiary's Share of Income, Deductions, Credits, etc. (1041 Schedule K-1) (2014)

[Version 18.01] New form

1041i_14-m
279 KB
01/08/2015

Alternative Minimum Tax - Estates and Trusts (ATM) (1041 Schedule I) (2014)

[Version 18.01] New form

W7-m
666 KB
12/31/2014

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

[Version 18.01] 2014 instructions

Et30_12-m
1352 KB
12/31/2014

Application for Estate Tax Waivers/Releases of Estate Tax Lien (ET-30) (2012)

[Version 18.01] Fixed decedent name

W9-m
293 KB
12/31/2014

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

[Version 18.01] 2014 version

Et85_13-m
122 KB
12/17/2014

New York State Estate Tax Certification (ET-85) (2013)

[Version 18.01] New form

706_14-m
2785 KB
12/11/2014

United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2014)

[Version 18.01] New form

Et85_14-m
310 KB
12/08/2014

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

[Version 18.02] April 2014 version

1041es_15-m
200 KB
12/08/2014

Estimated Income Tax for Estates and Trusts (1041-ES) (2015)

[Version 18.01] New form

1041es_14-m
195 KB
12/08/2014

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

[Version 18.01] Corrected tax rate

Ja7-m
909 KB
12/06/2014

Non-Trust Accounting with Instructions (JA-7)

[Version 18.06] Fixed table formatting

1041v_14-m
56 KB
11/07/2014

Payment Voucher (1041-V) (2014)

[Version 18.01] New form

1041t_14-m
281 KB
11/07/2014

Allocation of Estimated Tax Payments to Beneficiaries (1041-T) (2014)

[Version 18.01] New form

709_14-m
1361 KB
11/07/2014

United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2014)

[Version 18.01] New form

706gst-m
312 KB
11/07/2014

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

[Version 18.01] 2014 version

706gsd1-m
515 KB
11/07/2014

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

[Version 18.01] 2014 version

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

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

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

 

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