HomeMy WebLinkAbout0946 E irate af: Elizabeth Z. Smyth
SCHEDULE L -PERSONAL EXEMPTIONS
Section 5731.15, Revised Code, exempts property, included in the toxoble estotc, which posses to and vests in the
decedent's surviving spouse, to a maximum of 530,000. If the surviving spouse is legally obligated to support any of
the decedent's minor children (less than eighteen years of age on the dote of the decedent's death) or the child
actually receives property included in the toxoble estate, an exemption of 57,000, may be claimed for each such child.
Property, included in the toxoble estotc, passing to on adult child of the decedent, is exempt to o maximum of 53,000
for each child. A child is defined as "an adopted child, step-child or foster child". Section 5731.01(D), Ohio Revised
Code. Life estates, annuities and remainders may be applied towards the personal exemptions. They should be valued
in accordance with I.R.S. Reg. 20.2031-10. Show all computations. Attach copy of will and trust agreements.
Indicate whether surviving spouse elected to take against the will. Yes [ J No
Include amount allowed pursuant to Section 2117.20, Revised Coda. See Section 5731.15, Revised Code.
'If there is o spouse and one or mac children surviving, is the spouse the natural or adoptive parent of of least one
of the children? Yes [__J No Not applicable
Dote
Name and address of Beneficiary of Birth Relationship Amount
NONE
f'~ ~..tis~
- ~ -
SCHEDULE M -RECAPITULATION -
Total Value
Schedule Gross Estate Alternate Values on Date of Death
! -
A Real Property 5 _ _ 5 -0-
B Stocks and Bonds
i C Mortgogesr Notes and Cash
f D Insurance -0-
E Joint and Survivorship Property ,
F Other Miscellaneous Property . _ _ - . _ 2,
G Transfers During Lifetime , • 62,0
'
H Powers of Appointment , . , , - . , . L -0-
I Annuities, Pensions, Retirement Plans PRnB~TC• n rn.,.- -0-
Total Gross Estate (enter on Line 1, Page 1) 5 5 81,194.00
Executors and administrates (including ancillary executors and administrators) PLEASE PRINT OR TYPE
TO EXPEDITE AUDIT AND FINALIZATION ,
Nam Designation ~ A ress ( umber and street, city, State, and ZIP code]
1ne Farmers Nationa~ Bank & rust Department 3
;rust Company of Ashtabula Executor 4717 Main Avenue, Ashtabula, Ohio 44004
- Attorney representing the estotc
3
Name Address (Number and street, city, State, and ZIP code) Telephone number
Claude W. Nicholson 4239 Lake Avenue, Ashtabula, Ohio 44004 216-997-5521
(Section 5731.22, Revised Code, provides o maximum penalty of 51,000 fa failure to file. (f failure to file or any under-
payment of tax is due !o fraud, a maximum penalty of 510,000 is provided.)
DECLARATION
Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements,
and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preporer other than deceased's
personal representative or person in possession of property is hosed on all information of which preporer has any knowl-
edge• The Farmers National [3ank & Trust Company of Ashtabula, Executor
of the ~stat f Eliza eth Z. S th ~O.
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/ t ATV F A V ~~A~EA e~
r 1 E,~l: ~ ~ ' , ~ Officer BOOKcJ`tJ PAGE ~Tl~
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SIGN/ E of PREY AREA OTHER THAN _1 OA TE ,
FIOV t1 A' - fOtH~R OEGIANANT F~IING RETURN j
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