Form 541 - California Fiduciary Income Tax Return - 2007 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 2008 estimated tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
36
37 Amount of overpaid tax available this year. Subtract line 36 from line 35 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
37
00
00
38 Use tax. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
38
00
39 Total voluntary contributions from line 61 below . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
39
.
,
,
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:
FTB 5805 attached
FTB 5805F attached . . . . . . . . . . . . . . . . .
42
00
Voluntary Contributions. See instructions.
California Firefighters’ Memorial Fund . . . . . . . . . . . . . . . . . . . . . .
56
00
Alzheimer’s Disease/Related Disorders Fund . . . . . . . . . . . . . . . . .
5
00
California Fund for Senior Citizens . . . . . . . . . . . . . . . . . . . . . . . . .
52
00
Emergency Food Assistance Program Fund . . . . . . . . . . . . . . . . . .
57
00
California Peace Officer Memorial Foundation Fund . . . . . . . . . . . .
58
00
Rare and Endangered Species Preservation Program . . . . . . . . . . .
53
00
State Children’s Trust Fund for the Prevention of Child Abuse . . . .
54
00
California Military Family Relief Fund . . . . . . . . . . . . . . . . . . . . . . .
59
00
California Sea Otter Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
60
00
California Breast Cancer Research Fund . . . . . . . . . . . . . . . . . . . . .
55
00
6 Total voluntary contributions. Add line 51 through line 60. 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
b Amounts permanently set aside for charitable purposes
00
from gross income. See instructions . . . . . . . . . . . . . . . . . . . . . . . . .
b
c Total. Add line 1a and line 1b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .c
00
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
6 R&TC Section 18152.5 exclusion allocable to capital gains paid or permanently set aside for charitable purposes . . . . . . . . . . . . 6
00
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:
4
If this is the final return of an estate, enter date of
a
_______________________________________________________
court order, if applicable, authorizing the
b Name of Grantor(s) of Trust___________________________________
final distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . .
______________
(please attach an additional sheet if necessary)
5
Did the estate or trust receive tax-exempt income?. .
______________
2
a If an estate, was decedent a California resident? ___________________
If yes, attach computation of the allocation of expenses.
6
Is this return for a short taxable year?. . . . . . . . . . . .
______________
b Was decedent married at date of death? _________________________
7
Has the estate and trust included a Reportable
c If yes, enter surviving spouse’s/RDP’s social security number (or ITIN)
Transaction, or Listed Transaction within this return?
and name:
If “Yes,” complete and attach Form 8886 for
___________________________________________________________
each transaction . . . . . . . . . . . . . . . . . . . . . . . . . . . .
______________
3
If an estate, enter fair market value (FMV) of:
8
Attach a copy of 2007 federal Form 04, pages and 2
a Decedent’s assets at date of death . . . . . . . . . . . .
______________
9
Does this trust have a beneficial interest in a trust
b Assets located in California . . . . . . . . . . . . . . . . .
______________
or is it a grantor of another trust? Attach schedule of
c Assets located outside California . . . . . . . . . . . . .
______________
trusts and federal IDs. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
Under penalties of perjury, I declare that I 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 preparer (other than taxpayer) is based on all information of which
Please
preparer has any knowledge.
Sign
Date
Here
Signature of fiduciary or officer representing fiduciary
Preparer’s SSN or PTIN
Check if self-
Preparer’s
employed
Date
Paid
signature
Preparer’s
FEIN
-
Firm’s name (or yours, if self-
Use Only
employed) and address
Telephone (
)
Side 2 Form 541
2007 (REV 03-08)
3162073
C1
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