When Is A New York Estate Tax Return Required And When Is It Due?

A New York Estate Tax Return is required when the gross estate plus prior taxable gifts are in excess of $1 million. Even though a spouse can pass an unlimited amount to his or her spouse during life or at death, the assets left to a spouse at death do count as part of the gross estate and can thereby necessitate the filing of a New York estate tax return even when all assets are left to a surviving spouse.

The New York Estate Tax Return is due within 9 months of the date of death.

When Is A New York Estate Tax Return Required And When Is It Due?

The Law Office of
David K. Whitlock

Atrium East 80 Route 4
Suite 170
Paramus, New Jersey 07652

Phone: (201) 655-7160

The Law Office of David K. Whitlock is located in Paramus, New Jersey. We provide estate planning and estate administration services to clients in New Jersey cities that include Alpine, Englewood Cliffs, Hoboken, River Vale, Tenafly, Haworth, Hawthorne, Wayne, Ridgewood, Glen Rock, Saddle River, Upper Saddle River, Allendale, Ho-Ho-Kus, Wyckoff, Franklin Lakes, Fair Lawn, Kinnelon, Ramsey, Waldwick, Oradell, Westwood, River Edge, Woodcliff Lake, Montvale, Oakland, Elmwood Park, Saddle Brook, Maywood, Hackensack, Teaneck, Englewood, Fort Lee, Mahwah, Alpine, Englewood Cliffs, Hoboken, River Vale, and Edgewater, NJ. We represent clients in New Jersey counties that include Bergen County, Passaic County, and Morris County. We represent clients throughout the New York City area including Manhattan, the Bronx, Brooklyn, Queens, Staten Island, New City, Monroe, and Warwick. We represent clients in New York counties that include Rockland County, Orange County, NY, Suffolk County, Nassau County and New York County.

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