The PDF version of these forms are FILLABLE. They can be filled out electronically, then printed.Withdrawing money from a bank account after death is illegal, if you are not a joint owner of the bank account. Learn everything there is to know when it comes to opening and withdrawing from an estate account in NYC. We go over when you can and cannot take out money. Step 1: Complete the taxpayer information section. For information concerning wills, estates, guardianships and adoptions, contact Suffolk County Surrogate Court at (631) 852-1745. Enter only the interest or dividend portions of bank accounts, CDs, stocks, bonds or other investment income. New York has some of the highest sales and property tax rates in the country, though rates vary depending on where you live within the state. Note: This form must be downloaded to your device in order to be filled out properly.