Form 541 - California Fiduciary Income Tax Return - 1998 Page 2

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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 whom your contributions totaled $3000 or more.
1 Amounts paid or permanently set aside for charitable purposes from gross income. See instructions . . . . . . . . . . . .
1
2 Tax-exempt income allocable to charitable contributions. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
4 Capital gains for the tax year allocated to corpus and paid or permanently set aside for charitable purposes . . . . . . . .
4
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
7 Charitable deduction. Subtract line 6 from line 5. Enter here and on Side 1, line 13. . . . . . . . . . . . . . . . . . . . .
7
Schedule B Income Distribution Deduction
1 Adjusted total income. Enter amount from Side 1, line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
2 Adjusted tax-exempt interest and nontaxable gain from installment sale of small business stock. See instructions . . . . .
2
3 Net gain shown on Schedule D (541), line 9, column a. If net loss, enter -0-. See instructions . . . . . . . . . . . . . . . .
3
4 Enter amount from Schedule A, line 4 (reduced by any allocable IRC Section 1202 exclusion). . . . . . . . . . . . . . . .
4
5 Enter capital gain included on Schedule A, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
6 If amount on Side 1, line 4 is a capital loss, enter the amount here as a positive figure . . . . . . . . . . . . . . . . . . .
6
7 If amount on Side 1, line 4 is a capital gain, enter the amount here as a negative figure . . . . . . . . . . . . . . . . . .
7
8 Distributable net income. Combine line 1 through line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8
9 Amount of income for the taxable year determined under the governing instrument (accounting income)
9
10 Amount of income required to be distributed currently. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10
11 Other amounts paid, credited or otherwise required to be distributed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11
12 Total distributions. Add line 10 and line 11. Note: For complex trusts with previously accumulated income:
If the total on line 12 is greater than line 9, complete Schedule J (541) and file it with Form 541 . . . . . . . . . . . . . .
12
13 Enter the total amount of tax-exempt income included on line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13
14 Tentative income distribution deduction. Subtract line 13 from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14
15 Tentative income distribution deduction. Subtract line 2 from line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
16 Income distribution deduction. Enter the smaller of line 14 or line 15 here and on Side 1, line 18 . . . . . . . . . . . .
16
Schedule C Voluntary Contributions. See instructions.
00
00
1 Alzheimer’s Disease/Related Disorders Fund
. . . . . . . .
48
6 California Firefighters’ Memorial Fund
. . . . . . . . . . .
53
00
00
2 California Fund for Senior Citizens . . . . . . . . . . . . .
49
7 California Public School Library Protection Fund . . . . . . .
54
00
00
3 Rare and Endangered Species Preservation Program . . . . .
50
8 D.A.R.E. California (Drug Abuse Resistance Education) Fund .
55
00
4 State Children’s Trust Fund for the Prevention
9 California Military Museum Fund
. . . . . . . . . . . . .
56
00
00
of Child Abuse . . . . . . . . . . . . . . . . . . . . .
51
10 California Mexican Amercian Veterans’ Memorial . . . . . . .
57
00
00
5 California Breast Cancer Research Fund. . . . . . . . . . .
52
11 Emergency Food Assistance Program Fund
. . . . . . . .
58
12 Total voluntary contributions. Add line 1 through line 11. Enter here and on Side 1, line 36. . . . . . . . . .
60
12
00
Other Information Note: Income of final year is taxable to beneficiaries
1 Date trust was created or, if an estate, date of decedent’s death
5 Did the estate or trust receive tax-exempt income?. . .
If yes, attach computation of the allocation of expenses
2 a If an estate, was decedent a California resident?
6 Is this return for a short taxable year?. . . . . . . . . .
b Was decedent married at date of death?
7 If a trust:
c If yes, enter surviving spouse’s social security number and name
a Number of California resident trustees . . . . . . . .
b Number of nonresident trustees . . . . . . . . . . .
3 If an estate:
c Total number of trustees . . . . . . . . . . . . . . .
a Fair market value (FMV) of decedent’s assets
d Number of California resident beneficiaries . . . . .
at date of death . . . . . . . . . . . . . . . . . . . . .
e Number of nonresident beneficiaries . . . . . . . . .
b FMV of assets located in California. . . . . . . . . . .
Total number of beneficiaries . . . . . . . . . . . . . . .
c FMV of assets located outside California. . . . . . . .
8 Is the trust required to complete federal Form 8271? .
4 If this is the final return, enter date of court order
If federal Form 8271 is required, please attach a copy to this form.
authorizing final distribution of the estate. . . . . . . . . .
9 Enclose a copy of the FIRST TWO PAGES of your 1998
Form 1041, U.S. Income Tax Return for Estates and Trusts.
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
Please
belief, it is true, correct and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Sign
Preparer’s social security no.
Date
Here
Signature of fiduciary or officer representing fiduciary
FEIN
Preparer’s
Check if self-
Paid
signature
Date
self-employed
Preparer’s
Telephone
Firm’s name (or yours, if
Use Only
(
)
self-employed) and address
54198209
Side 2 Form 541
1998
C1
For Privacy Act Notice, see form FTB 1131.

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