Information to Provide on Inheritance Tax Return

Information to Provide on Inheritance Tax Interview

Questions:

SCHEDULE “A” REAL PROPERTY
If none, write none
1. Street and Number: ____________________
Town: ___________________
Lot: _____________________
Block: __________________
County: ____________________
Title/Owner of Record: _______________
Tax Assessor Assessed Value: $____________________
Full Market Value of Property: $____________________
Mortgage Balance: $______________________ [if none write none]
Any other Real Estate: $______________________

ASSETS
SCHEDULE B: Municipal or Corporate Bond? Closely held Businesses?
Yes _____ No ______

SCHEDULE “B (1)” RECAPITULATION - ALL OTHER PERSONAL PROPERTY
RESIDENT DECEDENT

1) SCHEDULE B-1: BANK ACCOUNTS/BROKERAGE ACCOUNTS
2) SCHEDULE B-1: STOCK
3) SCHEDULE B-1: INVESTMENT BONDS
4) SCHEDULE B-1: ALL OTHER PROPERTY

List all other property owned by the decedent, including (but not limited to):
- U.S. Obligations (Savings Bonds or Treasury Certificates)
- Automobiles or other vehicles, Personal property, collections, furniture, etc., Mortgages and notes owned by decedent, Cash and uncashed checks, Interest in a prior estate, Accounts receivable

TOTAL LINES 1-4
Insert this total on Page 1, Line 3 “All Other Personal Property ”
SCHEDULE “B (1)” RECAPITULATION - ALL OTHER PERSONAL PROPERTY RESIDENT DECEDENT
(See Instructions Below)
Decedent’s Name: _______________________________________
Social Security Number: ____________/____________/____________

BRING FORWARD TOTALS FROM EACH OF THE FOLLOWING SCHEDULES:

All Other Personal Property Owned Individually or Jointly; approx Market Value, Indicate who are the beneficiaries on any accounts. That is important.
If none, write none for each line
SCHEDULE B (1) - BANK ACCOUNTS/BROKERAGE ACCOUNTS
RESIDENT DECEDENT Bank Account –
Name of Bank, Acct. # Type of account _____________ $________________
Stock - Name of Stock Co., Acct. # ________________ $_________
_____________ $_________
Cars ___________________ $_________
Other assets over $10,000: ______________________ $_____________________ $__________________ $__________________ $_________
[ if none, write none -

SCHEDULE “D” EXPENSES
Estimated Expenses for Funeral $ ____________
Name of Funeral Home $________
Paid Estate Administration Expenses $ __________

Other Administration Expenses (list individually), nursing home? attach receipts.
Major debts of estate, inc credit card
Expense _________________ $ ____________________
Expense _________________ $ ____________________
Expense _________________ $ ____________________
Expense _________________ $ ____________________
Expense _________________ $ ____________________

BENEFICIARIES AND ADDRESSES
(State full names and addresses of all who have an interest, vested, contingent or otherwise, in estate)

HEIRS AT LAW/
NEXT OF KIN: RELATIONSHIP: ADDRESS: APPROX. AGE: % INTEREST:

____________________________________________
In case of Intestacy [no Will], the parentage of all collateral heirs (such as nieces, nephews, cousins, etc.) must be set forth. The relationship of stepparent, stepchild, stepbrother or stepsister must be so stated.

Any specific bequests/gifts in Will?
____________________________________________

(NOTE: LIST CHILDREN OF DECEASED NEXT OF KIN - /ALSO GIVE AGE OF ANY MINORS)
State full names of all beneficiaries who died before or after decedent's death:
____________________________________________

What questions do you have? Write down below. How can we help you?
Is there anything else important?
___________________________________________
Does the decedent’s taxable estate exceed $11,500,000 Yes __________ No __________