Form It-Estate - Resident Decedent Estate Tax Return Page 8

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DECEDENT’S NAME
SOCIAL SECURITY NUMBER
PART B
Non-New Jersey tangible personal property, proceeds of insurance, QTIP property,
Market Value at Date
This Column For Division
transfers within three years of death not included as part of Line 3(a) of the IT-Estate
of Death
Use Only
Return, and any other property includable in the federal gross estate under the
provisions of the IRC in effect on 12/31/2001
1.
1.
2.
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3.
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4.
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5.
5.
6.
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9.
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10.
11. If additional assets, attach separate sheet and insert total here . . . . . . . . . . . . . . . . . . . . 11.
12. Total market value of PART B assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
PART C
Totals
1. Total from PART A, Line 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.
2. Total from PART B, Line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.
3. Add Lines 1 and 2, insert here and on Line 4(a) of IT-Estate Tax Return . . . . . .
3.
SCHEDULE E-2
Allowable deductions include ONLY property passing outright to the decedents surviving spouse/civil union partner after
2/19/07 (this deduction does not include Qualified Terminable Interest Property (QTIP) or similar property) provided
he/she was a U.S. citizen on the decedent’s date of death and property which passes to, for the use of, or in trust for,
any educational institution, church, hospital, orphan asylum, public library or bible and tract society or to any institution
(DEDUCTIONS)
or organization organized and operating exclusively for religious, charitable, benevolent, scientific, literary or
educational purposes, including any institution instructing the blind in the use of dogs as guides, no part of the net
earnings of which inures to the benefit of any private stockholder or other individual or corporation; provided, that this
exemption shall not extend to such educational institutions and organizations of other states, the District of Columbia,
territories and foreign countries which do not grant an equal, and like exemption to such institutions and organizations
of this state (this exemption does not apply if any portion of the property can be used by, for the benefit or, or paid to
any private stockholder, individual or corporation); and mortgage balances on the decedent’s date of death on property
listed in Part A of Schedule E-1. Each mortgage must be listed separately, identify the property on which it is an
encumbrance and state whether there was any mortgage insurance and, if so, the amount of same.
AMOUNT
1
Mortgage Deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.
2. Mortgage Deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.
3. Mortgage Deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.
4. If more mortgages, attach list and enter here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.
5. Value of property passing outright to the decedent’s surviving spouse or civil union partner after 2/19/07
(U.S. Citizen) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.
6. Charitable Deduction (Name of Charity _________________________________________________) . . . . . . .
6.
7. Charitable Deduction (Name of Charity _________________________________________________) . . . . . . .
7.
8. Charitable Deduction (Name of Charity _________________________________________________) . . . . . . .
8.
9. Charitable Deduction (Name of Charity _________________________________________________) . . . . . . .
9.
10. Charitable Deduction (Name of Charity _________________________________________________) . . . . . . .
10.
11. If more charities, attach list and enter total here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11.
12. Add Lines 1 through 11. Enter here and on Line 5(a) of IT-Estate Return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12.

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