Schedule B/r - Beneficiary/remaindermen - 2011
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11
Schedule B/R
Beneficiary/Remaindermen
2011
ESTATE OR TRUST EMPLOYER IDENTIFICATION NUMBER
NAME OF ESTATE OR TRUST
BENEFICIARY’S/REMAINDERMAN’S IDENTIFICATION NUMBER
NAME OF BENEFICIARY/REMAINDERMAN
MAILING ADDRESS OF BENEFICIARY/REMAINDERMAN
CITY/TOWN/POST OFFICE
STATE
ZIP + 4
LEGAL DOMICILE (STATE)
Select applicable oval:
Beneficiary
Remainderman
Total income
Percentage of income
Percentage of taxable income
BENEFICIARY’S/REMAINDERMAN’S IDENTIFICATION NUMBER
NAME OF BENEFICIARY/REMAINDERMAN
MAILING ADDRESS OF BENEFICIARY/REMAINDERMAN
CITY/TOWN/POST OFFICE
STATE
ZIP + 4
LEGAL DOMICILE (STATE)
Select applicable oval:
Beneficiary
Remainderman
Total income
Percentage of income
Percentage of taxable income
BENEFICIARY’S/REMAINDERMAN’S IDENTIFICATION NUMBER
NAME OF BENEFICIARY/REMAINDERMAN
MAILING ADDRESS OF BENEFICIARY/REMAINDERMAN
CITY/TOWN/POST OFFICE
STATE
ZIP + 4
LEGAL DOMICILE (STATE)
Select applicable oval:
Beneficiary
Remainderman
Total income
Percentage of income
Percentage of taxable income
BENEFICIARY’S/REMAINDERMAN’S IDENTIFICATION NUMBER
NAME OF BENEFICIARY/REMAINDERMAN
MAILING ADDRESS OF BENEFICIARY/REMAINDERMAN
CITY/TOWN/POST OFFICE
STATE
ZIP + 4
LEGAL DOMICILE (STATE)
Select applicable oval:
Beneficiary
Remainderman
Total income
Percentage of income
Percentage of taxable income
Income Summary
1
Accumulated income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2
Total of beneficiaries’ income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3
Accumulated capital gain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4
Total remaindermen’s income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
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