The Estates Tax Processing Unit deals with the payment of taxes against the transfer of property from the estates of decedents. Records include last wills and testaments; real property appraisals and photographs; correspondence; trust deeds; estate inventories; and other documents pertaining to the transfer of estates and payment of taxes on estates. Because most decedents established life trusts to dispose of their estates, the files often include wealthy citizens such as Astor, Morgan, Carnegie, and Rockefeller.
Creator
New York (State). Department of Taxation and Finance. Estates Tax Processing Unit
Access Restrictions
There are no restrictions regarding access to or use of this material.
This series consists of a summary record of property transfer taxes paid to the State Comptroller. Information includes the date of receipt; receipt number; decedent; name of person paying tax; payer's address; amount paid; amount of gifts, legacies, etc.; and remarks. There are no indexes to names of decedents.
Creator
New York (State). Comptroller's Office
Access Restrictions
There are no restrictions regarding access to or use of the material.
This series consists of accounts of adjusted estate transfer taxes. Each entry gives name of decedent, amount of tax under old law, amount of tax under new law, total amount due, and loss or gain to state. Entries are grouped under county name.
Creator
New York (State). Comptroller's Office
Access Restrictions
There are no restrictions regarding access to or use of the material.
Register of decedent estates paying transfer taxes
Series Number
B0955
Summary
This series consists of a register of decedent estates paying transfer taxes. Information includes decedent's name; decedent's date of death; name of executor or administrator and his past office address; value of the estate; tax rate (an unexplained letter code); and date of estate appraiser's report.
Creator
New York (State). Comptroller's Office
Access Restrictions
There are no restrictions regarding access to or use of this material.