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Estate Inventory Worksheet

Estate of _________________________________ Date of Death _________________ Estate ID# _______________________ Property Ownership Value of Description Code Property _____________________________ ________ _______________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ Gross Estate Probate Estate Instructions:

Ownership Code: S-- Separate. 100% owned by decedent. JS-- Joint tenancy with right of survivorship (spouse is the other owner). Generally 50% of value is included in the estate of the spouse to die first. JT-- Joint tenancy with right of survivorship (spouse is not the other owner). Generally 100% of value is included in the estate of the decedent unless the survivor provided some consideration for his or her interest. T-- Tenancy in common. Only the decedent's ownership percentage is included in gross estate. E-- Tenancy by the entirety. Generally same as code JS. C-- Community property. O-- Other. Explain on separate schedule. Fair market value at date of death, or alternate- or special-use valuation election. Enter percentage includable in gross estate. Multiply value by ownership percentage. Enter value of property includable in the probate estate. For example, payable-on-death bank accounts, IRAs and other accounts with a designated beneficiary do not go through probate.

2004 Edition | Small Business Quickfinder ® Handbook

Ownership Percentage ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ...................

Decedent's Share _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________

Probate Amount _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________

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Value of Property: Ownership Percentage: Decedent's Share: Probate Amount:

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