Form Tt-86.5 - Tax Computation Schedule Page 8
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11Page 8 of 11 TT-86.5 (1/03)
I. Gross assets
(continued)
Schedule D - Insurance on the decedent’s life
Item
Alternate
Alternate
Value at
no.
Description
valuation date
value
date of death
Total
Schedule E - Jointly owned property
1. Qualified joint interests - Interests held by the decedent and decedent’s spouse as the only joint tenants for dates of death after
September 30, 1983 (qualifying under IRC section 2040(b)(2) - see instructions)
Item
Alternate
Alternate
Value at
no.
Description
valuation date
value
date of death
1(a). Total .............................................................................................................................................. 1(a).
1(b). Amounts included in gross estate (
1
/
of line 1(a)) ........................................................................ 1(b).
2
2. All other joint interests
Item
Name of joint tenant and
Alternate
Alternate
Value at
no.
Description
relationship to decedent
valuation date
value
date of death
2(a). Total other joint interests .............................................................................................................. 2(a).
Total
(add lines 1(b) and 2(a))
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