35 Overpaid tax. Subtract line 28 from line 33 from Side 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
35
00
00
36 Amount of line 35 to be credited to 2014 estimated tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
36
00
37 Amount of overpaid tax available this year. Subtract line 36 from line 35 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
37
00
38 Use tax. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
38
00
39 Total voluntary contributions from line 61 below . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
.
,
,
00
40 Refund or No Amount Due. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
.
,
,
00
41 Amount Due. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
41
42 Underpayment of estimated tax. Check the box:
FTB 5805 attached
FTB 5805F attached . . . . . . . . . . . . . . . . .
42
00
Code
Amount
Code
Amount
Alzheimer’s Disease/Related Disorders Fund . . . . . . . . . . . . . . 401
00
Municipal Shelter Spay-Neuter Fund. . . . . . 412
00
CA Fund for Senior Citizens . . . . . . . . . . . . . . . . . . . . . . . . . . . 402
00
CA Cancer Research Fund. . . . . . . . . . . . . . 413
00
00
00
Rare and Endangered Species Preservation Program . . . . . . . . 403
Child Victims of Human Trafficking Fund . . 419
State Children’s Trust Fund for the Prevention of Child Abuse . 404
00
CA YMCA Youth and Government Fund . . . 420
00
CA Breast Cancer Research Fund . . . . . . . . . . . . . . . . . . . . . . . 405
00
CA Youth Leadership Fund . . . . . . . . . . . . . 421
00
CA Firefighters’ Memorial Fund. . . . . . . . . . . . . . . . . . . . . . . . . 406
00
School Supplies for Homeless Children Fund . 422
00
Emergency Food For Families Fund . . . . . . . . . . . . . . . . . . . . . 407
00
Protect Our Coast and Oceans Fund . . . . . . 424
00
CA Peace Officer Memorial Foundation Fund. . . . . . . . . . . . . . . . 408
00
Keep Arts in Schools Fund . . . . . . . . . . . . . 425
00
CA Sea Otter Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
00
American Red Cross, California Chapters Fund . 426
00
00
61 Total voluntary contributions. Add line 401 through line 426. Enter here and on line 39, above . . . . . . . . . . . . . . . . . . .
61
Schedule A Charitable Deduction. Do not complete for a simple trust or a pooled income fund. See instructions.
00
1 a Amounts paid for charitable purposes from gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a
00
b Amounts permanently set aside for charitable purposes from gross income. See instructions .
1b
00
c Total. Add line 1a and line 1b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1c
00
2 Tax-exempt income allocable to charitable contributions. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
00
3 Subtract line 2 from line 1c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
00
4 Capital gains for the tax year allocated to corpus and paid or permanently set aside for charitable purposes . . . . . . . . . . . . . . . . 4
00
5 Charitable Deduction. Add line 3 and line 4. Enter here and on Side 1, line 13. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Other Information.
1 Date trust was created or, if an estate, date of decedent’s death:
5
Did the estate or trust receive tax-exempt income?. . . . . . . . . . Yes No
(mm/dd/yyyy)
a
If “Yes,” attach computation of the allocation of expenses.
b Name of Grantor(s) of Trust ____________________________________
6
Is this tax return for a short taxable year? . . . . . . . . . . . . . . . . . Yes No
(attach an additional sheet if necessary)
7
Has the estate or trust included a Reportable Transaction,
2 a If an estate, was decedent a California resident? . . . . . . . . . Yes No
or Listed Transaction within this tax return? . . . . . . . . . . . . . . . Yes No
b Was decedent married at date of death? . . . . . . . . . . . . . . . Yes No
If “Yes,” complete and attach federal Form 8886.
c If “Yes,” enter surviving spouse’s/RDP’s social security number (or ITIN)
8
Does this trust have a beneficial interest in a trust or is it
and name: __________________________________________________
a grantor of another trust? Attach schedule of trusts
3 If an estate, enter fair market value (FMV) of:
and federal IDs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes No
a Decedent’s assets at date of death . . . . . . . . . . . . . . . . . ______________
9
During the year did the estate or trust defer any income
b Assets located in California . . . . . . . . . . . . . . . . . . . . . . ______________
from the disposition of assets? . . . . . . . . . . . . . . . . . . . . . .
Yes No
c Assets located outside California . . . . . . . . . . . . . . . . . . ______________
Note: Income of final year is taxable to beneficiaries.
4 If this is the final tax return of an estate, enter date of
court order, if applicable, authorizing the final distribution . . ______________
Under penalties of perjury, I declare that I have examined this tax return, including accompanying schedules and statements, and to the best of my knowledge and 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
Here
Date
Signature of trustee or officer representing fiduciary
Preparer’s signature
Date
Check if self-
PTIN
employed
Paid
FEIN
Preparer’s
Firm’s name (or yours,
Use Only
if self-employed) and
Telephone
address.
(
)
May the FTB discuss this tax return with the preparer shown above (see instructions)? . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
Side 2 Form 541
2013
C1
3162133