Rhode Island Schedule E - Jointly Owned Property
(If you elect IRC section 2032A valuation, you must complete Schedule E and Schedule A-1.)
Decedent's name
Decedent's social security number
Section 1 -
Qualified Joint Interests - Interests held by the decedent and his or her spouse as the
only joint tenants IRC section 2020(b)(2)
Item
Description
Alternate
Value at
Alternate Value
number
For securities, give CUSIP number.
valuation date
date of death
Total from continuation schedules or additional sheets attached to this schedule……………………………………………
1a. Totals…………………………………………………………………………………………………………………………….
1b. Amounts included in gross estate (one-half of line 1a)………………………………………………………………….
Section 2 - All Other Joint Interests
2a.
State the name and address of each surviving co-tenant. If there are more than three surviving co-tenants, list the additional co-tenants on an attached
sheet
Name
Address (street, city, state and ZIP code)
A.
B.
C.
Item
Letter for
Description (including alternate valuation date if any)
Percentage
Includible
Includable Value at
number
co-tenant
for securities, give CUSIP number.
includible
alternate value
date of death
Total from continuation schedules or additional sheets attached to this schedule……………………………………………
2b. Total other joint interests………………………………………………………………………………………………………
3. Total includable joint interests (add lines 1b and 2b). Also enter on page 3, part 7, line 5……………………………
If more space is required, please attach additional sheets.
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