Form It-R - Inheritance Tax Resident Return - New Jersey Division Of Taxation Page 18
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26SCHEDULE B (1) - BANK ACCOUNTS/BROKERAGE ACCOUNTS
RESIDENT DECEDENT
_______________________________________________________
____________/____________/____________
Decedent’s Name
Decedent’s Social Security Number
This schedule may include checking accounts, savings accounts, money markets, credit unions, CD’s, brokerage accounts,
mutual funds, and IRA’s.
(A) Include the name of each bank or institution on which decedent’s name appears.
1) State all names registered on each account, along with account number of each.
2) Multiple accounts in one bank may be grouped together, but each account must be listed separately.
(B) Report the full date of death balance of each account in “Date of Death Value” column.
1) BROKERAGE ACCOUNTS require account totals only on this schedule.
2) Brokerage statements must be included with the return.
(C) List decedent’s equity in account (If 100% , amount will be the same as (B).)
1) Claims for partial ownership must be supported in supplemental affidavits.
(A)
(B)
(C)
Bank Accounts - Individually or Jointly Owned
Date of Death Value
Decedent’s Equity
Division Use Only
Insert this total on SCHEDULE B-1 Recapitulation, Line 1 . . . . . . . . . . . . . . . . . . . . . . . . . .
(If additional space is required, attach riders of the same size. All forms may be reproduced)
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