Form 101a - Wisconsin Inheritance Tax Return Page 2
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PART 3 – SOLELY OWNED PROPERTY
If there is real estate, attach a copy of the property tax bill or appraisal for each parcel.
$
Total ......................................................................................................................................................
Less: Household goods and tangible personal property exemption (see instructions) ..........................
$
Net Amount (enter on line 1, Part 1) .....................................................................................................
PART 4 – JOINTLY OWNED PROPERTY
SECTION 1 – FRACTIONAL SHARE BASIS (real estate and other complete transfers – see instructions)
Total ......................................................................................................................................................
$
Less: Mortgages and liens ....................................................................................................................
Net Amount (enter on line 4, Part 1) .....................................................................................................
$
SECTION 2 – CONTRIBUTION BASIS (incomplete transfers – see instructions)
Total ......................................................................................................................................................
$
Less: Survivor’s contribution (must be supported by affidavit – see instructions) ..................................
Net Amount (enter on line 5, Part 1) .....................................................................................................
$
PART 5 – ALLOWABLE DEDUCTIONS
REQUIRED INFORMATION
Debts outstanding at death
Will the Closing Certificate for Fiduciaries
1.
$
(attach list if debts exceed $1,500)
(also called the “income closing certificate”)
be needed to close this estate with the
Circuit Court?
2.
Expenses of last illness
Yes
No
3.
Funeral and burial expenses
If “yes”, it is suggested that the request
4.
Expenses of administration
for this certificate along with any required
fiduciary returns accompany the inheritance
tax return when it is filed.
5.
TOTAL DEDUCTIONS (Enter on line 2, Part 1)
$
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