Recapitulation of Assets
Alternate Value
Schedule
Value at Date of Death
A. Real property ............................................................
$
$
B. Stocks and bonds .....................................................
C. Mortgages, notes and cash ......................................
D. Insurance ..................................................................
E. See Schedule E, Part I .............................................
Joint and Survivorship Property, Part II ......................
F. Other miscellaneous property ...................................
G. Transfers during lifetime ............................................
H. Powers of appointment .............................................
I. Annuities, pensions, retirement plans .......................
Total gross estate (enter on line 1, page 1) ...............
$
$
Recapitulation of Deductions
Amount
Schedule
J. Debts and administration expenses ................................................................................ $
K. Charitable bequests ........................................................................................................
L. Marital deduction ............................................................................................................
Total deductions (enter on line 2, page 1) ....................................................................... $
Elections by the Executor
Please check the “yes” or “no” box for each question. (See explanation of elections on pages 20 and 21.)
Yes
No
1. Do you elect alternate valuation? O.R.C. Section 5731.01(A) and (D)
2. Do you elect qualified farm property valuation? O.R.C. Section 5731.011
3. Do you elect to claim a marital deduction for qualified terminable interest property (QTIP)?
O.R.C. Section 5731.15(B)(2)
Tax Table
Net Taxable Estate (from line 3, page 1)
Tax Rate
2% of taxable estate
Not more than $40,000
$800 + 3% of excess more than $40,000
More than $40,000 but not more than $100,000
$2,600 + 4% of excess more than $100,000
More than $100,000 but not more than $200,000
$6,600 + 5% of excess more than $200,000
More than $200,000 but not more than $300,000
$11,600 + 6% of excess more than $300,000
More than $300,000 but not more than $500,000
$23,600 + 7% of excess more than $500,000
More than $500,000
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