ALLOCATION AND COMPUTATION SCHEDULE FOR THE ESTATE OF ______________________ DOD _________________
(See instructions on page 8)
Beneficiary’ s Name and Address
Age
Relationship
Amount Assigned
Tax
(1)
(2)
(3)
(4)
(5)
12. Total Amount Assigned (add column 4 of Allocation & Computation Schedule)............................ $ ________________
13. Inheritance Tax Imposed (add column 5 of Allocation & Computation Schedule)..................................................................... $ ________________
14. South Dakota Estate Tax
(a) Residents...................................................................................................................................................................... $ ________________
(b) Non-Residents............................................................................................................................................................. $ ________________
15. Estimated Tax Due (Line 13, 14(a) or 14(b)), whichever is GREATER..................................................................................... $ ________________
16. Interest Payable
(a) Death on or before July 1, 1983 = 6%/year from DOD.............................................................................................. $ ________________
(b) Death after July 1, 1983 - 1 1/2%/month from one year after DOD.......................................................................... $ ________________
(c) Death after July 1, 1991 - (Category B as established by SDCL 54-3-16 from one year after DOD) 12%............... $ ________________
(d) Death after July 1, 1994 - (Category B as established by SDCL 54-3-16 from one year after DOD) 10%............... $ ________________
17. Inheritance Tax or Estate Tax and Interest Due........................................................................................................................... $ ________________
18. Total Amount of Tax Previously Paid or Estimated Payment..................................................................................................... $ _______________
19. Balance Due.................................................................................................................................................................................. $ _______________
20. Refund Amount Claimed.............................................................................................................................................................. $ _______________
6