Form 541 - California Fiduciary Income Tax Return - 2015 Page 2
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35 Payments balance. If line 33 is more than line 34, subtract line 34 from line 33 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . .
35
00
36 Use tax balance. If line 34 is more than line 33, subtract line 33 from line 34 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . .
36
00
37 Tax Due. If line 28 is more than line 35, subtract line 35 from line 28 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . .
37
00
38 Overpaid tax. If line 35 is more than line 28, subtract line 28 from line 35. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . .
38
00
39 Amount on line 38 to be credited to 2016 estimated tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . .
39
00
40 Amount of overpaid tax available this year. Subtract line 39 from line 38. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . .
40
00
41 Total voluntary contributions from line 61 below . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . 41
00
.
,
,
00
42 Refund or no amount due. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . 42
.
,
,
00
43 Amount due. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . .
43
44 Underpayment of estimated tax. Check the box:
FTB 5805 attached
FTB 580
5F attached
. See instructions. . . . . .
44
00
Code
Amount
Code
Amount
Alzheimer’s Disease/Related Disorders Fund. . . . . . .
401
00 School Supplies for Homeless Children Fund . . . . . . .
422
00
403
Rare and Endangered Species Preservation Program
00 Protect Our Coast and Oceans Fund . . . . . . . . . . . . . .
424
00
405
CA Breast Cancer Research Fund . . . . . . . . . . . . . . .
00 Keep Arts in Schools Fund . . . . . . . . . . . . . . . . . . . . .
425
00
406
CA Firefighters’ Memorial Fund . . . . . . . . . . . . . . . . .
00 California Senior Legislature Fund . . . . . . . . . . . . . . .
427
00
407
Emergency Food For Families Fund . . . . . . . . . . . . . .
00 Habitat For Humanity Fund . . . . . . . . . . . . . . . . . . . . .
428
00
408
CA Peace Officer Memorial Foundation Fund. . . . . . .
00 California Sexual Violence Victim Services Fund. . . . .
429
00
410
CA Sea Otter Fund . . . . . . . . . . . . . . . . . . . . . . . . . . .
00 State Children's Trust Fund for the Prevention of
413
CA Cancer Research Fund . . . . . . . . . . . . . . . . . . . . .
00
Child Abuse. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
430
00
419
Child Victims of Human Trafficking Fund. . . . . . . . . .
00 Prevention of Animal Homelessness & Cruelty Fund. . .
431
00
61 Total voluntary contributions. Add line 401 through line 431. Enter here and on line 41, above. . . . . . . . . . . . . . . . . . . . .
61
00
Schedule A Charitable Deduction. Do not complete for a simple trust or a pooled income fund. See instructions.
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
5
Other Information.
1 Date trust was created or, if an estate, date of decedent's de
ath:
4 If this is the final tax return of an estate, enter date of
(mm/dd/yyyy)
a
court order, if applicable, authorizing the final distribution . .
b Name of Grantor(s) of Trust
5 Did the estate or trust receive tax-exempt income? . . . . . .
Yes
No
(attach an additional sheet if necessary)
If “Yes,” attach computation of the allocation of expenses.
2 a If an estate, was decedent a California resident?. . . . . . .
Yes
No
6 Is this tax return for a short taxable year?. . . . . . . . . . . . . .
Yes
No
b Was decedent married at date of death? . . . . . . . . . . . . .
Yes
No
7 Has the estate or trust included a Reportable Transaction,
Yes
No
c If “Yes,” enter surviving spouse’s/RDP’s social security number (or ITIN)
or Listed Transaction within this tax return? . . . . . . . . . . . .
and name:
If “Yes,” complete and attach federal Form 8886.
3 If an estate, enter fair market value (FMV) of:
8 Does this trust have a beneficial interest in a trust or is it
a Decedent’s assets at date of death . . . . . . . . . . . . . . . . .
a grantor of another trust? Attach schedule of trusts
b Assets located in California . . . . . . . . . . . . . . . . . . . . . . .
and federal IDs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
c Assets located outside California. . . . . . . . . . . . . . . . . . .
9 During the year did the estate or trust defer any income
Note: Income of final year is taxable to beneficiaries.
from the disposition of assets? . . . . . . . . . . . . . . . . . . .
Yes
No
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
Sign
is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here
Signature of trustee or officer representing fiduciary
Date
X
Preparer’s signature
Date
Check if self-
PTIN
X
employed
Paid
Firm’s name (or yours, if self-employed) and address.
FEIN
Preparer’s
Use Only
Telephone
(
)
May the FTB discuss this tax return with the preparer shown above (see instructions)?. . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
Side 2 Form 541
2015
C1
3162153
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