Form Schedule L Inheritance Tax - Remainder Prepayment Or Invasion Of Trust Principal

Download a blank fillable Form Schedule L Inheritance Tax - Remainder Prepayment Or Invasion Of Trust Principal in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Form Schedule L Inheritance Tax - Remainder Prepayment Or Invasion Of Trust Principal with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

ADVERTISEMENT

REV-1644 EX + (3-04)
INHERITANCE TAX
SCHEDULE L
COMMONWEALTH OF PENNSYLVANIA
REMAINDER PREPAYMENT
START
INHERITANCE TAX RETURN
OR INVASION OF TRUST PRINCIPAL
FILE NUMBER
RESIDENT DECEDENT
I.
ESTATE OF
(Last Name)
(First Name)
(Middle Initial)
This schedule is appropriate only for estates of decedents dying on or before December 12, 1982.
This schedule is to be used for all remainder returns when an election to prepay has been filed under the provisions of
Section 714 of the Inheritance and Estate Tax Act of 1961 or to report the invasion of trust principal.
REMAINDER PREPAYMENT:
II.
A.
Election to prepay filed with the Register of Wills on
(Date)
MM/DD/YYYY
B.
Name(s) of Life Tenant(s)
Date of Birth
Age on date
Term of years income
or Annuitant(s)
of election
or annuity is payable
MM/DD/YYYY
MM/DD/YYYY
C. Assets: Complete Schedule L-1
1. Real Estate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
2. Stocks and Bonds . . . . . . . . . . . . . . . . . . . . . . . . . .$
3. Closely Held Stock/Partnership . . . . . . . . . . . . . . .$
4. Mortgages and Notes . . . . . . . . . . . . . . . . . . . . . . .$
5. Cash/Misc. Personal Property . . . . . . . . . . . . . . . .$
6. Total from Schedule L-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
D. Credits: Complete Schedule L-2
1. Unpaid Liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . .$
2. Unpaid Bequests . . . . . . . . . . . . . . . . . . . . . . . . . . .$
3. Value of Unincludable Assets . . . . . . . . . . . . . . . . .$
4. Total from Schedule L-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
E.
Total Value of trust assets (Line C-6 minus Line D-4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
F.
Remainder factor (see Table I or Table II in Instruction Booklet) . . . . . . . . . . . . . . . . . . . . . . . . .
G. Taxable Remainder value (Line E x Line F) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
(Also enter on Line 7, Recapitulation)
INVASION OF CORPUS:
III.
MM/DD/YYYY
A.
Invasion of corpus
(Month, Day, Year)
B.
Name(s) of Life Tenant(s)
Date of Birth
Age on date
Term of years income
or Annuitant(s)
corpus
or annuity is payable
consumed
MM/DD/YYYY
MM/DD/YYYY
C. Corpus consumed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
D. Remainder factor (see Table I or Table II in Instruction Booklet) . . . . . . . . . . . . . . . . . . . . . . . . .
E.
Taxable value of corpus consumed (Line C x Line D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
(Also enter on Line 7, Recapitulation)
Return to top of page.
PRINT FORM
Reset Entire Form

ADVERTISEMENT

00 votes

Related Articles

Top 20 Happy Easter Cards And Gift Tags To Download For Free
Top Ten Easter Arts And Crafts Activities For Your Kids
Free Easter Coloring Pages And Easter Printables For Your Kids

Related forms

Schedule L (form Rev-1644) - Remainder Prepayment Or Invasion Of Trust Corpus Schedule L (form Rev-1644) - Remainder Prepayment Or Invasion Of Trust Corpus Financial
Form Rev-1644 Ex - Schedule L - Remainder Prepayment Or Invasion Of Trust Corpus Form Rev-1644 Ex - Schedule L - Remainder Prepayment Or Invasion Of Trust Corpus Financial
Schedule L - Remainder Prepayment Or Invasion Of Trust Corpus Schedule L - Remainder Prepayment Or Invasion Of Trust Corpus Financial
Form 101 - Wisconsin Inheritance Tax Return - Resident Or Nonresident Form 101 - Wisconsin Inheritance Tax Return - Resident Or Nonresident Financial
Form 401t - Report Of Estate Or Inheritance Tax Payment - Resident Or Nonresident Form 401t - Report Of Estate Or Inheritance Tax Payment - Resident Or Nonresident Financial
Form Ft-1000 - Certificate Of Prepayment Or Payment Of Taxes On Diesel Motor Fuel Form Ft-1000 - Certificate Of Prepayment Or Payment Of Taxes On Diesel Motor Fuel Financial
Schedule L Incentives - Partially Exempt Income Or Subject To Tax Credit- 2011 Schedule L Incentives - Partially Exempt Income Or Subject To Tax Credit- 2011 Financial
Form Inh 301 - Schedule H - Inheritance Tax Return Schedule - Powers Of Appointment Form Inh 301 - Schedule H - Inheritance Tax Return Schedule - Powers Of Appointment Financial
Form Ft-1000 - Certificate Of Prepayment Or Payment Of Taxes On Diesel Motor Fuel Form Ft-1000 - Certificate Of Prepayment Or Payment Of Taxes On Diesel Motor Fuel Financial
Schedule L - Multiple Tax Rate Schedule - City Of Port Huron Income Tax - 2013 Schedule L - Multiple Tax Rate Schedule - City Of Port Huron Income Tax - 2013 Financial

Related Categories

Parent category: Financial
Download
Go