Form 541 - California Fiduciary Income Tax Return - 2010 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 20 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 Sea Otter Fund . . . . . . . . . . . . . . . . . . . . . 40
00
Rare and Endangered Species Preservation Program . . . . . . . . 403
00
CA Cancer Research Fund . . . . . . . . . . . . . 43
00
State Children’s Trust Fund for the Prevention of Child Abuse . 404
00
Arts Council Fund . . . . . . . . . . . . . . . . . . . . 45
00
00
00
CA Breast Cancer Research Fund . . . . . . . . . . . . . . . . . . . . . . . 405
CA Police Activities League (CALPAL) Fund 46
CA Firefighters’ Memorial Fund. . . . . . . . . . . . . . . . . . . . . . . . . 406
00
CA Veterans Homes Fund . . . . . . . . . . . . . . 47
00
Emergency Food For Families Fund . . . . . . . . . . . . . . . . . . . . . 407
00
Safely Surrendered Baby Fund . . . . . . . . . . 48
00
6 Total voluntary contributions. Add line 401 through line 418. 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 tax return for a short taxable year? . . . . . . . . . . . . . . Yes
No
a
_______________________________________________________
7
Has the estate or trust included a Reportable
b Name of Grantor(s) of Trust ___________________________________
Transaction, or Listed Transaction within this tax 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? . . . . . . . Yes
No
each transaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes
No
8
Attach a copy of 200 federal Form 04, pages and 2
b Was decedent married at date of death? . . . . . . . . . . . . . Yes
No
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 tax return of an estate, enter date of
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?. . . . . . . . Yes
No
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 PTIN/SSN
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 designee shown above (see instructions)? . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
Side 2 Form 541
2010
C1
3162103
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