Form 541 - California Fiduciary Income Tax Return - 2009 Page 2
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35 Overpaid tax. Subtract line 28 from line 33 from Side 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
35
00
36 Amount of line 35 to be credited to 200 estimated tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
36
00
37 Amount of overpaid tax available this year. Subtract line 36 from line 35 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
37
00
38 Use tax. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
38
39 Total voluntary contributions from line 61 below . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
39
00
.
,
,
00
40 Refund or No Amount Due. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
.
,
,
00
4 Amount Due. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
42 Underpayment of estimated tax. Fill in circle:
42
00
FTB 5805 attached
FTB 5805F attached . . . . . . . . . . . . . . . .
Voluntary Contributions. See instructions.
Code
Amount
Code
Amount
Alzheimer’s Disease/Related Disorders Fund . . . . . . . . . . . . . . 40
00
CA Peace Officer Memorial Foundation Fund. 408
00
CA Fund for Senior Citizens . . . . . . . . . . . . . . . . . . . . . . . . . . . 402
00
CA Military Family Relief Fund . . . . . . . . . . 409
00
Rare and Endangered Species Preservation Program . . . . . . . . 403
00
CA Sea Otter Fund . . . . . . . . . . . . . . . . . . . . . 40
00
State Children’s Trust Fund for the Prevention of Child Abuse . 404
00
CA Ovarian Cancer Research Fund . . . . . . . 4
00
00
00
CA Breast Cancer Research Fund . . . . . . . . . . . . . . . . . . . . . . . 405
Municipal Shelter Spay-Neuter Fund . . . . . 42
CA Firefighters’ Memorial Fund. . . . . . . . . . . . . . . . . . . . . . . . . 406
00
CA Cancer Research Fund . . . . . . . . . . . . . 43
00
Emergency Food For Families Fund . . . . . . . . . . . . . . . . . . . . . 407
00
ALS/Lou Gehrig’s Disease Research Fund . 44
00
6 Total voluntary contributions. Add line 401 through line 414. Enter here and on line 39, above . . . . . . . . . . . . . . . . . . . . . . .
6
00
Schedule A Charitable Deduction Do not complete for a simple trust or a pooled income fund. Attach statement listing the name
and address of each charitable organization to which your contributions totaled $3,000 or more.
00
a Amounts paid for charitable purposes from gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a
00
b Amounts permanently set aside for charitable purposes from gross income. See instructions .
b
00
c Total. Add line 1a and line 1b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c
00
2 Tax-exempt income allocable to charitable contributions. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
00
3 Subtract line 2 from line 1c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
00
4 Capital gains for the tax year allocated to corpus and paid or permanently set aside for charitable purposes . . . . . . . . . . . . . . . . 4
00
5 Add line 3 and line 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
00
6 R&TC Section 18152.5 exclusion allocable to capital gains paid or permanently set aside for charitable purposes . . . . . . . . . . . 6
00
7 Charitable deduction. Subtract line 6 from line 5. Enter here and on Side 1, line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Other Information Note: Income of final year is taxable to beneficiaries.
Date trust was created or, if an estate, date of decedent’s death:
6
Is this return for a short taxable year?. . . . . . . . . . . .
______________
a
_______________________________________________________
7
Has the estate or trust included a Reportable
b Name of Grantor(s) of Trust ___________________________________
Transaction, or Listed Transaction within this return?
(please attach an additional sheet if necessary)
If “Yes,” complete and attach federal Form 8886 for
2
a If an estate, was decedent a California resident? ___________________
each transaction . . . . . . . . . . . . . . . . . . . . . . . . . . . .
______________
8
Attach a copy of 2009 federal Form 04, pages and 2
b Was decedent married at date of death? _________________________
9
Does this trust have a beneficial interest in a trust
c If yes, enter surviving spouse’s/RDP’s social security number (or ITIN)
or is it a grantor of another trust? Attach schedule of
and name:
trusts and federal IDs. . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
___________________________________________________________
0 Did this fiduciary elect to defer income from the
3
If an estate, enter fair market value (FMV) of:
discharge of indebtedness as described in
a Decedent’s assets at date of death . . . . . . . . . . . .
______________
IRC Section 108(i) for federal purposes? . . . . . . . . . . .
Yes
No
b Assets located in California . . . . . . . . . . . . . . . . .
______________
If “Yes” enter the federal deferred income from discharge
c Assets located outside California . . . . . . . . . . . . .
______________
_
of indebtedness. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
______________
4
If this is the final return of an estate, enter date of
11 During the year did the estate or trust defer any income
court order, if applicable, authorizing the
from the disposition of assets? . . . . . . . . . . . . . . . . . . .
Yes
No
final distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . .
______________
5
Did the estate or trust receive tax-exempt income?. .
______________
If yes, attach computation of the allocation of expenses.
Under penalties of perjury, I declare that I have examined this tax return, including accompanying schedules and statements, and to the best of my knowledge and belief, it
Please
is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Sign
Date
Here
Signature of trustee or officer representing fiduciary
•
Preparer’s signature
Date
Check if self-
Paid preparer’s SSN/PTIN
employed
Paid
•
FEIN
Preparer’s
Firm’s name (or yours,
Use Only
if self-employed) and
Telephone
address.
(
)
•
May the FTB discuss this return with the preparer shown above (see instructions)? . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
Side 2 Form 541
2009
3162093
C1
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