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How to use or fill out form et85 i with our platform
- Click ‘Get Form’ to open the ET-85 i in the editor.
- Begin by entering the decedent's information, ensuring that the Social Security number is accurate. Attach a photocopy of the death certificate and mark an X in the appropriate box.
- If applicable, provide representative information for any authorized individuals, such as attorneys or accountants. If you have previously submitted Form ET-14, indicate this on the form.
- Fill in your details as the executor or applicant. If there are multiple executors, list them accordingly and attach necessary documentation like Letters Testamentary.
- Complete the sections estimating the net estate by entering total asset values on lines 1 through 6. Include any QTIP and taxable gifts as specified in the instructions.
- Attach supplemental documents such as a copy of the will and any required affidavits before finalizing your submission.
- Once completed, review all entries for accuracy and submit your form to the NYS Estate Tax Processing Center.
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