HomeMy WebLinkAbout06-06-11
1505610240
REV-1500 EX
Decedent's Social Security Number
Decedents Name: James H. Shank 1 8 2 2 2 5 6 7 5
RECAPITULATION
1. Real Estate (Schedule A) ......................................... .. 1.
2. Stocks and Bonds (Schedule B) .................................... .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3.
4. Mortgages and Notes Receivable (Schedule D) ........................ .. 4.
5. Cash, Bank De osits and Miscellaneous Personal Pro e
P p rty (Schedule E).....
.. 5. 2 7 4 9 7 • 0
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. •
7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ..... .. 7. 3 4 7 3 2 5, 1 0
8. Total Gross Assets (total Lines 1 through 7) ......................... .. 8. 3 7 4 $ 2 2 . 1
9. Funeral Expenses and Administrative Costs (Schedule H) ................ .. 9• 5 1 6 8. 7 7
10. Debts of Decedent, Mort a e Liabilities, and Liens Schedule I
9 9 ( ) ........... 10.
.. 2 6 4 9 . $ 9
11. Total Deductions (total Lines 9 and 10) ............................. .. 11. 7 $ 1 $ . 6 6
12. Net Value of Estate (Line 8 minus Line 11) .......................... .. 12. 3 6 7 0 0 3 . 5 2
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) .................... .. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) .................... .. 14. 3 6 7 0 0 3 . 5 2
TAX CALCULATI.Of~ -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line -14 taxable
at the spousal tax rate, or
trahsfers-under Sec. 9116
16. Amount of Line 14 taxable
at lineal rate x .o ~ 0 . 0 0
16.
0.
0
0
17. Amount of Line 14 taxable
at sibling rate- X .12 0. 0 0
17.
0.
0
0
18. Amount of Line 14 taxable
at collateral rate X .15 3 6 7 0 0 3. 5 2
18,
5
5
0
5
0.
5
3
19. TAX DUE .................................................... ..19. 5 5 0 5 0. 5 3
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L 1505610240
1505610240