Estate Tax Form 2 - Ohio Estate Tax Return For All Resident Filings For Dates Of Death Page 15

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Estate of:
Schedule I – Annuities, Pensions, Retirement and
Other Employer Death Benefit Plans
(Jointly owned property must be listed on Schedule E.)
All annuity interests held by the decedent must be shown.
Teachers Insurance and Annuity Association (TIAA) and Col-
List payments under commercial annuity contracts, IRAs or
lege Retirement Equity Fund (CREF) benefits are not exempt
similar contracts, all employer bonus plans, deferred com-
from taxation. These funds do not fall into the same category
pensation contracts and employer death benefit plans, unless
as the State Teachers Retirement System, therefore must be
specifically excluded under O.R.C. Section 5731.09(A) or (C),
included under this schedule. For further information, please
effective for dates of death on or after March 7, 1997, and to
refer to E.T. Bulletin 1, revised 3/97.
the extent documentation is provided, the value of the gross
estate shall not include that portion of an annuity or other
death benefit plan contributed by decedent’s employer.
Item
Value at Date
Description
Number
of Death
1.
Calculation of Annuity(s)
Total from continuation schedule(s)
Total (also enter on Recapitulation of Assets, page 2)
Schedule I
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