Use the Existing Bank Account. Send the proceeds to the bank account currently linked to your Franklin Templeton account.For paper returns, the filer should write the word deceased, the deceased person's name and the date of death across the top. Probate is the process of proving that the Will is valid (legally acceptable). During probate, the Will must be proved to the satisfaction of the Court. If filing a paper return for the decedent, write the word "deceased" and the decedent's name and date of death at the top of the 1040 or 1040-SR. You must provide your U.S. Taxpayer Identification Number (TIN); a TIN includes the SSN, ITIN, ATIN and EIN. New York State's estate tax is calculated using the tax table provided on Form ET706. There are multiple versions of Form ET-706. This free program will help you create the affidavit that you will need to file in Surrogate's Court.