HomeMy WebLinkAbout0939 z,,te ,f. Elizabeth Z. Smyth
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GROSS ESTATE c-t tar- ~
Answer all questions "yes" or "no" and insert description starting oni ~ ~ ~ ch odditionafij~ges: tTany property is
clamed nontaxable, attach supporting statements.
SCHEDULE A -Real Property -Did the decedent o nay nte~t n` eal property located in Ohio?
[ j Yes Q(] No
!Furnish location, street address, iegol descript" ~?n~~o~ntxxnAuditor's permanent parcel number for each parcel.
State whether residential, commercial or form lane Nlac~e ~oS~tSAnd survivorship and tenancy by the- entirety property
under Schedule E. Value at current market val a (Sec. 5731.018).
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Note: The special valuation election allowe 6yVse' .t~~(-o~Tri+!IR~v. Code, may NOT be mode for Ohio estate tax
purposes. PFOEATE Jl!~JG~
SCHEDULE B -STOCKS AND BONDS -Did decedent hove any interest in stocks or bonds regardless of their location?
Yes No
(Furnish number of shores, whether common or preferred, par value, where sold if other than New York Exchange, such
os A.S.E., M.W., O.C. etc. and unit price per shore. Include any accrued dividends due as separate item. Far inactive
stocks which are closely held, furnish additional supporting financial data from the corporation. For bonds, include
total face amount, obligor, kind and rote of interest, date of maturity, interest due dates plus accured interest to date
of death. Include all bonds including local, state and U. S. Government.) Place joint and survivorship and tenancy by
the entirety property under Schedule E.)
SCHEDULE C -MORTGAGES, NOTES AND CASH -Did decedent have any interest in mortgages, promissory notes, land
contracts, undeposited cash or deposits in any financial institution regardless of location? Yes No ,
(For mortgages furnish face value and unpaid balance, execution dote and maturity date, name of maker and property
mortgaged and interest dotes and rotes. Furnish similar information for promissory notes. For land contracts furnish
naR~e of vendee, execution dote, sale price and unpaid balance, interest rote and description of property. State location
of cash. For deposits, give name of bank, number of deposit and balance on date of depth including accrued interest.
Include all types of deposits in which decedent held an:nterest giving the name of the book, deposit number, and the
balance on the date of death including accrued interest. Include P.O.D. and trustee deposits in this schedule. Place
joint and survivorship and tenancy by the entirety property under Schedule E.)
' SCHEDULE D -INSURANCE -Did decedent have any interest in a life insurance policy or other insurance contract
payable to the estate? (Include general description of policy or contract.) Yes No
SCHEDULE E -JOINT AND SURVIVORSHIP PROPERTY -Did decedent hove any joint and survivorship or tenancy by •
~ the entirety property registered in his name? L Yes No
(Include all types of property which would otherwise be described in Schedules A, B, C, D and F except real property
located outside Ohio regardless of location, including name of survivors and relationships. Include stocks, deposits,
investment accounts and bonds including those of the U. S. Government. See separate Instructions. Include all J. b S.
property held between husband and wife, and tenancy by the entirety property of one-half. Sec. 5731.10(6) R.C.
SCHEDULE F -OTHER MISCELLANEOUS PROPERTY -Did decedent have any other interest in property not listed
under any other Schedule? Yes [ J No
(Include partnership interest, sole proprietorship or other business interests with supporting information for valuation
including goodwill. Include debts due decedent, rights, royalties, reversionary or remainder interests, tax refunds,
judgments, household goods and personal effects, automobiles, trailers, farm products and machinery. The automobile
which the surviving spouse may select under Section 2113.532, Revised Code is NOT exempt from tax.
SCHEDULE G -TRANSFERS DURING LIFETIME
1. TRANSFERS IN CONTEMPLATION OF DEATH. Did decedent transfer any property or interest therein within
~ three years of death without an adequate and full consideration in moneys worth? Yes Q(] No
(Include description, dote of transfer, and transferee. If transfer is claimed to be not in contemplation of death,
attach explanatory statement.) (See Section 5731.05, Revised Code.)
2. TRANSFERS WITH RETAINED ENJOYMENT. Did decedent at any time transfer any property or interest therein
without an adequate and full consideration in money's worth in trust or otherwise under which he retained:
(a) the income or the right to possession and enjoyment until his death? . . . . . [_j Yes No
(b) the right, either alone or in conjunction with any person, to designate the persons whe shall enjoy the
property or the income therefrom? . . . . _j Yes j No
(Include description, date of transfer, transferee and submit o copy of instrument of transfer.) (See Section 5731.06,
Revised Code.) ~~~~ee~~ ~p
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