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New York State Estate Tax - Fiscal Year 1996-97

This report provides a statistical profile of estate tax returns received and closed by the Department of Taxation and Finance between April 1, 1996 and March 31, 1997.  This study provides information on types and amounts of 1) assets, 2) deductions, 3) credits, and 4) tax liability. It also provides distributional detail on these items. Most of the tables classify estates by size of New York gross estate.

The following reports can be downloaded.   Download documents include complete publications and sample tax forms in Adobe Acrobat pdf format (to view and print pdf reports, you need an installed copy of the Adobe Acrobat Reader -- which is available for free) and statistical tables available in spreadsheet files in Microsoft Excel 95 xls format.

1996-97 estate tax report (pdf)

Statistical tables (xls)

Updated: