How do you obtain a NY inheritance tax waiver?

Only required in NYS if decedent died on or before January 1, 2000; and

Only required in NYS if the value of the securities is over $30,000.00.

Not required if registration is Joint Tenant and transfer is to surviving spouse.

If required, send a request to:

Department of Taxation & Finance

Audit Division

Estate Tax Section

State Campus

Albany, NY 12227

NYS Estate Tax Office Telephone Number: (800) 641-0004