HomeMy WebLinkAbout0940 _ E Stare of: Elizabeth Z. Smyth ( ~ _
3. TRANSFERS WITH REVERSIONARY INTEREST RETAINED. Did decedent of any time transfer any property or
interest therein without on adequate and full consideration in money's worth in trust or otherwise where:
(o) possession or enjoyment can be obtained by other persons only by surviving the decedent, and
(b) the decedent retained a reversionary interest by the express terms of the instrument which hod a value os
of the date of death in excess of 5
0 of the value of the property transferred?....... Yes (X j No
(include description, dote of transfer, transferee and submit a copy of the instrument of transfer.) (See Section 5731.07,
Revised Code.)
4. TRANSFERS SUBJECT TO CHANGE. 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 where the enjoyment on the dote of
depth was subject to any change through the exercise of o power by the decedent alone or in conjunction with
any person to otter, amend, revoke or terminate? [X] Yes Ji No
(Include description, dote of transfer,transferee and submit o copy of the instrument of transfer.) (See Section 5731.08,
Revised Code.)
SCHEDULE H -POWERS OF APPOINTMENT -Did decedent possess a genera) power of appointment over any property?
Yes [X_; No
(Furnish description and include any such property where decedent has of any time exercised or released r general
power by a disposition which if it were a transfer by the decedent, it would have otherwise been includable in this
estate.) (See Section 5731.11, Revised Code.)
SCHEDULE. I -ANNUITIES, PENSION, RETIREMENT AND OTHER EMPLOYER DEATH BENEFIT PLANS
Did the decedent either (a) receive- any annuity or other payment or (b) hove the right to receive any such payment,
which, as the result of his death, is now payable to his estate or o designated beneficiary? [ ?Yes (](j No
(List payments under commercial annuity contracts, matured endowment or similar contracts, employee bonus plans,
deferred compensation contracts, and employer death benefit plans. See Estate Tox Bulletin No. 1 (2-14-77) and
Instructions (Estate Tax 2-A) .
Is o federal estate tax return required to be filed for this estate? Yes x No
If "yes", attach copies of pages 1 and 3 of federal return.
~ DESCRIPTION - SCHEDULES A THROUGH I
Itemise and describe all property and interests under Schedules A through Subtotal each Schedule and curry to
~ Schedule M -Recapitulation.
List the legal description and Auditor's permanent parcel number for each parcel of Real Estate and the Street address
or Route No.
1ti'hen alternate values ore elected, stoic, of ter the description of each item - expeciolly applicable in Schedule B,
stocks and bonds -the soles date and price, or distribution date and corresponding value, if sold or distributed with-
in six months of death. For these items, or that port of these items not so disposed of within said time, stole date six
months offer date of death and corresponding value as required by I.R.C. section 2032(a). So that the amount of the
executor's or administrator's fees con be verified (See Sec. 2113.35 R.C.),when alternate values are elected and so
reported, dote of death values must also be listed in the last column. -
- _ _ Altemote ~ Value
valuation dote Alternate volur of dote of death
SCHEDULE C -MORTGAGES, NOTES, AND CASH
1. Farmers National Bank b Trust Co. of
h Ashtabula, Ashtabula, Ohio ~ R ~j
Checking Account No. 10-42974 I i ~ S 672.00
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