Claim For Sales And Use Tax Exemption (N/a)

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Claim For Sales And Use Tax Exemption (N/a) is a commonly used form within New York. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Use when you are claiming exemption from sales tax for any reason other than a gift (then use DTF-802) or credit for taxes paid to other states (then use DTF-804)

Atticus Fast Facts About Claim For Sales And Use Tax Exemption (N/a)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Claim For Sales And Use Tax Exemption (N/a):

• This form pertains to the State of New York

• The current version of this form was last revised on January 1, 1970

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about New York’s Form Claim For Sales And Use Tax Exemption (N/a) up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct New York form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some New York probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form Claim For Sales And Use Tax Exemption (N/a), take a break, and then review. Probate and estate settlement processes in NY are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form Claim For Sales And Use Tax Exemption (N/a) online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Claim For Sales And Use Tax Exemption (N/a) to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in New York.

5 reasons you should submit this form as quickly as possible:

1. The sooner you begin, the faster New York can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in New York. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of New York is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for New York probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local New York probate clerk or court for exact answers regarding Form Claim For Sales And Use Tax Exemption (N/a), and when in doubt— consult a qualified trust & estates lawyer for that area.

Claim For Sales And Use Tax Exemption (N/a) is one of the many probate court forms available for download through Atticus.

It may also be available through some New York probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within New York.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Claim For Sales And Use Tax Exemption (N/a) f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the New York probate court office.

Claim For Sales And Use Tax Exemption (N/a) is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any New York-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on New York Form Claim For Sales And Use Tax Exemption (N/a). You can use this to get an idea of the context of the form and what type of information is needed.

DTF-803 (4/14) New York State Department of Taxation and Finance Claim for Sales and Use Tax Exemption - Title/Registration Motor Vehicle, Trailer, All-Terrain Vehicle (ATV), Vessel (Boat), or Snowmobile For transactions processed by the Department of Motor Vehicles (DMV) and its agents or county clerk offices only. Section 4 — Exemption you are claiming Type of vehicle (mark an X in one box) Motor Vehicle Trailer Boat (length in feet): ft. ATV Snowmobile Year Make Model Identification (ID) number Purchase price (include cash, the value of any goods or services you gave in trade, Date of purchase and any balance of seller’s payments you may have assumed) ........................................................................................ $ Section 1 — Vehicle information Section 2 — New owner/lessee information Last name, first name, middle initial or business name Social security number/TIN/EIN Number and street address City, state, and ZIP code County Section 3 — Previous owner/dealer information Last name, first name, middle initial or business name Number and street address City, state, and ZIP code County Misuse of this exemption claim may subject you to serious civil and criminal sanctions in addition to the payment of any tax and interest due. Print or type clearly. Complete and sign the back. To claim a sales and use tax exemption on the vehicle listed in Section 1 – Vehicle information, mark an X in the appropriate box below and supply any additional information requested. You must sign Section 5 – Certification, and present this completed form (including any additional required information) to the motor vehicle issuing office when registering the vehicle. 1 Nonresident of New York State (NYS) (purchases of motor vehicles, trailers, or boats only) — At the time of purchase the purchaser was not a resident of NYS, did not have a place of abode in NYS, and was not engaged in any trade business, employment, or profession in NYS. See Publication 750, A Guide to Sales Tax in New York State, for more information on what is considered a place of abode. (Mark an X in one of the boxes below; go to line 3 and enter required additional information.) Motor vehicle, trailer, or boat was not purchased in NYS. If marked, enter the location where the motor vehicle, trailer, or boat was purchased: Motor vehicle, trailer, or boat was purchased in NYS, but previously registered by the purchaser in another state prior to registering it in NYS. If marked, enter the state where the motor vehicle, trailer, or boat was previously registered: 2 Nonresident of NYS (purchase of ATVs or snowmobiles only) — The ATV or snowmobile was delivered to the purchaser outside of NYS. At the time of purchase the purchaser was not a resident of NYS, did not have a place of abode in NYS, and was not engaged in any trade, business, employment, or profession in NYS. (Go to line 3 and enter required additional information.) 3 Required additional information (You must provide the information requested below if you marked a box in either line 1 or 2 above.) • Were you ever a resident of NYS? .................................................................................................................... Yes No If Yes, enter dates of residency: from to • At the time of purchase, were you absent from NYS for education, employment, or military service? ........... Yes No • While a resident of another state, did you own/rent living quarters in NYS? ................................................... Yes No • Date the purchased motor vehicle, trailer, boat, ATV, or snowmobile was first used in NYS: 4 Exempt organization — The purchaser is an organization exempt from tax as provided in Tax Law Article 28, section 1116(a). (Attach copy of Form ST-119, Exempt Organization Certificate. Local, state, and federal governments are not required to attach Form ST-119.) 5 Registered vendor for rental or lease — The purchaser is registered as a NYS sales tax vendor, and the motor vehicle, trailer, boat, ATV, or snowmobile will be used exclusively by the purchaser for rental or lease to customers. Enter the purchaser’s Certificate of Authority number: 6 Leased or rented vehicle — Sales and use tax will be paid to lessor. Lessor’s name and address: Term of lease: 7 Settlement of estate — The motor vehicle, trailer, boat, ATV, or snowmobile was acquired in the settlement of the estate of the previous owner, but was not purchased from the estate. If you are claiming an exemption for a gift, use Form DTF-802, Statement of Transaction – Sale or Gift of Motor Vehicle, Trailer, All-Terrain Vehicle (ATV), Vessel (Boat), or Snowmobile. / / / / / / / / 8 Tractor, trailer, or semi-trailer — The motor vehicle is a tractor, trailer, or semi trailer which is or will be used in combination where the gross vehicle weight of the combination exceeds 26,000 pounds. 9 Direct payment (DP) permit holder — The purchaser has a DP permit issued by the Tax Department. Enter the DP permit number (attach copy): DP — 10 New York sales and use tax paid to seller — The tax must be paid on the seller’s sales and use tax return. The buyer must attach a copy of the bill of sale indicating tax paid. Complete the following: Seller: Purchase price: Tax paid: 11 Individual Indian exemption — The purchaser must be an enrolled member of an exempt nation or tribe and must maintain a permanent residence on the reservation. The purchase must not be for resale. The motor vehicle, trailer, or boat must be registered to an address located on the reservation. If the purchase is an ATV or snowmobile, the vehicle must have been delivered to you on the reservation. Complete the following: Name of exempt nation or tribe: Name of qualified reservation: 12 Military personnel (motor vehicles only) — NYS resident who purchased the vehicle outside NYS while in military service Mark an X in the appropriate box. a NYS tax exempt (tax paid to another state) — No NYS or local sales or use tax is due if the seller or purchaser paid sales, use, excise, or highway use tax to another state in order to obtain the title. Complete the following: Branch of military service: Dates of military service: from to State where vehicle was purchased: Tax paid: Paid by: purchaser seller Note: You must provide military ID or other documentation of military service and attach proof of tax paid to another state. b NYS tax deferred — No NYS or local sales or use tax is due at this time if the purchaser: • has been on active duty continuously since the vehicle was purchased outside NYS; • is still on active duty and is still stationed outside NYS; •has not been stationed in, nor had living quarters in, NYS from the time of purchase to the present; and • will not use the vehicle in NYS except during authorized absence from duty. Complete the following: State or for eign country where vehicle was purchased (cannot be NYS): Present duty station: Present living quarters: Note: upon discharge, separation, or release from active duty, or upon being stationed or quartered within NYS, the purchaser must pay any sales and use tax due if the purchaser continues to use the motor vehicle in NYS. 13 Farm production and commercial horse boarding operation — The motor vehicle, trailer, boat, ATV, or snowmobile will be used predominantly either in farm production or in a commercial horse boarding operation, or in both. Mark an X in the appropriate box to indicate the type of plate registration. Farming Commercial Registration not required (provide reason) Agriculture Passenger 14 Other exemption (explain) DTF-803 (4/14) (back) I certify that the above statements are true, complete, and correct, and that no material information has been omitted. I make these statements and issue this exemption certificate with the knowledge that this document provides evidence that state and local sales or use taxes do not apply to a transaction or transactions for which I tendered this document and that willfully issuing this document with the intent to evade any such tax may constitute a felony or other crime under New York State Law, punishable by a substantial fine and a possible jail sentence. I understand that the Department of Motor Vehicles or county clerk is agent for, and acts on behalf of, New York State and any locality with respect to any state or local sales or use tax the Department of Motor Vehicles or county clerk is required to collect from me; that as agent they are required to collect such taxes from me unless I properly furnish this certificate; and that this certificate will be made available to the Tax Department. I also understand that the Tax Department is authorized to investigate the validity of tax exemptions claimed and the accuracy of any information entered on this document. (Sign name in full) Date Title (if business) Signature of new owner Print name of new owner Privacy notification — The Commissioner of Taxation and Finance may collect and maintain personal information pursuant to the New York State Tax Law, including but not limited to, sections 5-a, 171, 171-a, 287, 308, 429, 475, 505, 697, 1096, 1142, and 1415 of that Law; and may require disclosure of social security numbers pursuant to 42 USC 405(c)(2)(C)(i). This information will be used to determine and administer tax liabilities and, when authorized by law, for certain tax offset and exchange of tax information programs as well as for any other lawful purpose. Information concerning quarterly wages paid to employees is provided to certain state agencies for purposes of fraud prevention, support enforcement, evaluation of the effectiveness of certain employment and training programs and other purposes authorized by law. Failure to provide the required information may subject you to civil or criminal penalties, or both, under the Tax Law. This information is maintained by the Manager of Document Management, NYS Tax Department, W A Harriman Campus, Albany NY 12227; telephone (518) 457-5181. Section 5 — Certification For office use only Office Date Cashier’s initials Term no. Possible audit / / / /