Form 41 - Fiduciary Income Tax Return - 2001

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A
D
R
LABAMA
EPARTMENT OF
EVENUE
41
2001
Fiduciary Income Tax Return
For the calendar year 2001 or fiscal year beginning _________________________________, 2001, and ending ____________________________________, ___________
RECEIVING STAMP
DO NOT WRITE IN THIS SPACE
Employer Identification Number
Social Security Number
Comp ___________ Rev ___________
Name of Estate or Trust
Date ___________________________
Add’l Tax
$__________________
Name and Title of Fiduciary
Interest
$__________________
Total Add’l
$__________________
Address of Fiduciary (number and street)
FN
City, State, and Zip Code
IMPORTANT
PLEASE GIVE ALL
First Return
Amended Return
Final Return
INFORMATION REQUESTED
Date of creation of trust or decedent’s death
Check whether
ESTATE or
TRUST
If a Trust, state whether
Revocable or
Irrevocable.
Is this return filed on
Cash Basis or
Accrual Basis?
1 TOTAL INCOME from page 2, Part I, line 23 (Complete schedules must be attached) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
2 TOTAL DEDUCTIONS from page 2, Part III, line 5 (Complete schedules must be attached) . . . . . . . . . . . . . . . . . . . . . . . . . .
2
3 NET INCOME SUBJECT TO DISTRIBUTION (Subtract line 2 from line 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
4 Less: Amount Distributable to Beneficiaries (List names and addresses below) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
5 NET INCOME TO FIDUCIARY (Subtract line 4 from line 3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
1,500 00
6 Less: Exemption credit (See instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
7 AMOUNT TAXABLE (Subtract line 6 from line 5)
Check here if Net Operating Loss applies and
attach Form NOL-F85A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
– COMPUTATION OF TAX –
8 $________________________ at 2 percent (On first $500, or fraction thereof, of amount taxable) . . . . . . . . . . . . . . . . . . . . .
8
9 $________________________ at 4 percent (On next $2,500, or fraction thereof, of amount taxable) . . . . . . . . . . . . . . . . . . .
9
10 $________________________ at 5 percent (On all over $3,000 of amount taxable) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10
11 TOTAL TAX DUE (Total of lines 8, 9, and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11
12 Credits: a Income tax paid to other states (See instructions for limitations) . . . . . . .
12a
b Capital Credit (See instructions for limitations) . . . . . . . . . . . . . . . . . . . . .
12b
c Amount paid with Form 4868A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12c
13 Total Credits (Total of 12a, 12b, and 12c). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13
14 NET TAX DUE (Subtract line 13 from line 11) PAY THIS AMOUNT IN FULL WITH RETURN . . . . . . . . . . . . . . . . . . . . . .
14
15 NET REFUND (If line 13 is larger than line 11, enter overpayment here). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
CN
BENEFICIARIES’ SHARES OF INCOME
(For official use only)
Distributive Share of Net Income Reported on line 4
A. Nontaxable
B. Taxable
Name
Address
City and State
Social Security Number
Income to Nonresidents
Income
a
b
c
d
e
f
Total amount distributable to beneficiaries (add lines a through f, columns A and B). Enter here and on line 4 . . . . . . . . . . . . . . . . . . . . . . . . . .
Returns with payment must be filed with the Alabama Department of Revenue, Individual and Corporate Tax Division, P.O. Box 327444, Montgomery, AL 36132-7444.
Returns without payment must be filed with the Alabama Department of Revenue, Individual and Corporate Tax Division, P.O. Box 327440, Montgomery, AL 36132-7440,
on or before April 15, 2002. (Fiscal Year Returns must be filed on or before the 15th day of the fourth month following the close of the fiscal year.)
I authorize a representative of the Department of Revenue to discuss my return and attachments with my preparer.
Please
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief
Sign
they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here
Signature of fiduciary or officer representing fiduciary
Date
Daytime Telephone No.
Social Security Number
Date
Preparer’s Social Security Number
Preparer’s
Paid
Check if
signature
self-employed
Preparer’s
Firm’s name (or yours,
E.I. No.
Use Only
if self-employed)
ZIP Code
and address

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