Instructions for Form ET-85
Step-by-step instructions for completing the ET-85 Estate Tax Certification form.
Choose your path
The instructions help — but they can still be confusing.
Tax form instructions are written in legal and financial language that can be hard to follow.
Keystone Pinnacle Pro offers document preparation for selected forms. Check availability, scope and pricing on Pro. Preparation does not include legal or tax advice or court representation.
When do you need this form?
You're filling out the ET-85 and need guidance.
This site provides general information, not legal advice. For legal counsel, consult a licensed attorney. Official forms are maintained by New York State and may change.
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Other estate tax forms
Release of Estate Tax Lien
Used to request release of an estate-tax lien on real property or a cooperative apartment. Check the official instructions for the required companion form and supporting documents.
ET-85New York State Estate Tax Certification
Estate tax certification for circumstances described in the official ET-85 instructions. It does not replace a required estate tax return.
ET-141New York State Estate Tax Domicile Affidavit
Required when the deceased was not a resident of New York. Establishes where they were legally domiciled at the time of death.
ET-706New York State Estate Tax Return
New York estate tax return. Filing depends on residency, the federal gross estate and includible gifts. Use the version for the date of death.
Need More Than Form ET-85-I?
ET-85-I is one step in a longer court process. If the estate also includes a house or other real property in Brooklyn, Keystone Pinnacle helps coordinate the filings, tax clearances, and the sale.
Schedule a 15-minute call. We'll walk you through the process, the timeline, and what documents you need.
Not legal advice. Estate property advisory and document preparation.