Form 513 - Resident Fiduciary Return Of Income - 2008

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State of Oklahoma
Resident Fiduciary Return of Income
513
2
This form must be filed on or before the 15th day of the fourth month after the close of the taxable year.
0
!
If this is an Amended
For the year January 1 - December 31, 2008, or other taxable year
0
Return check here
beginning __________________, 2008 and ending __________________, _______.
8
Name of estate
Federal Identification
or trust:
Number
Name and title
Date Entity Created
of fiduciary:
This form is for residents only.
Address of fiduciary:
Important!
(number and street)
Nonresidents use Form 513NR.
Was a 2007 Fiduciary
Income Tax Return filed?
This is a(n): Initial Return
City, State
and Zip:
Yes
No
Final Return
Number of Beneficiaries:
Decedent’s Estate
Grantor Type Trust
Pooled Income Fund
Check all
Simple Trust
Complex Trust
Bankruptcy Estate
applicable boxes:
Other:
(describe)
Important: Enclose a copy of your Federal return. Also enclose a
Part 1
Column A
Column B
schedule for Oklahoma amounts when different from Federal.
Income
As reported on Federal return
Total applicable to Oklahoma
(enclose necessary schedule(s) for lines 2-10)
1 Interest income (except government obligations) . . . . . . . . . . . . . . . . . . . . .
00
00
1
2 Interest on obligations of the United States . . . . . . . . . . . . . . . . . . . . . . . . . .
00
2
3 Municipal interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
3
4 Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
4
5 Business income or (loss). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
5
6 Capital gain or (loss). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
6
7 Rents, royalties, partnerships, other estates and trusts, etc. . . . . . . . . . . . . .
00
00
7
8 Farm income or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
8
9 Ordinary gain or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
9
10 Other income (state nature of income). . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
10
11 Total income (add lines 1 through 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
11
Deductions
12 Interest (enclose schedule). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
12
13 Taxes (enclose schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
13
14 Fiduciary fees (enclose waiver for estates) . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
14
15 Charitable deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
15
16 Attorney, accountant, and return preparer fees (enclose waiver for estates).
00
00
16
17 Other deductions (enclose schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
17
18 Income distribution deduction (see instructions) . . . . . . . . . . . . . . . . . . . . . .
00
00
18
19 Federal estate tax deduction (enclose schedule) . . . . . . . . . . . . . . . . . . . . .
00
00
19
20 Exemption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
20
21 Total Deductions (add lines 12 through 20). . . . . . . . . . . . . . . . . . . . . . . . .
00
00
21
22 Taxable income of fiduciary (subtract line 21 from line 11) . . . . . . . . . . . . . .
00
00
22
23 Tax on amount on line 22 column B (from tax table - see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
23
24 Credits: Enter number in box for type of credit. Enclose substantiation. (See instructions). . . . . . .
00
24
25 Balance of tax due (subtract line 24 from line 23, but not less than zero) . . . . . . . . . . . . . . . . . . . . . . . . .
00
25
26 Credits: 2008 Oklahoma estimated tax payments from Form OW-8-ESC
(not from Forms OW-9-C or OW-9-EW) . . . . . . . . . . . . . . . . Annualized
00
26
27 2008 payments with extension. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
27
28 Oklahoma withholding (enclose Form 1099, 500-B or other withholding statement)
00
28
29 Total credits (add lines 26, 27 and 28) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
29
30
If line 29 is larger than line 25, enter amount overpaid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
30
31
Amount of line 30 to be credited on 2009 estimated tax . . . . . . . . .
00
31
32
Amount of line 30 to be refunded to you. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Refund
00
32
33 If line 25 is larger than line 29 enter tax due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Tax Due
00
33
34 Underestimated trust tax interest at 20% per annum (enclose OW-8-P). . . . . . . . . . . . . . . . . . . . . . . . . .
00
34
35 For delinquent payment, add penalty of 5% _____ plus interest at 1 1/4% per month ______ . . . . . . . . .
00
35
36 Total tax, penalty and interest (add lines 33, 34 and 35) . . . . . . . . . . . . . . . . . . . . . . . .
Balance Due
00
36
If you have asked for an extension from the IRS, please check here and enclose a copy with this return
If the Tax Commission may discuss this return with your tax preparer, please check here

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