Inheritance And Estate Transfer Tax Return

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R-3318 (11/08)
(
)
Mark one.
Inheritance and Estate Transfer Tax Return
Original return
Taxpayer Services Division
Amended return
P. O. Box 201
Date of original ____________
Baton Rouge, LA 70821-0201
Partial return
(225) 219-0067
Please read the attached instructions carefully before completing this return.
Decedent died
For office use only.
Estate/Succession of
Testate
Auditor #
Intestate
Keyed
Address of decedent at time of death (Number and street, city, state, ZIP)
Receipt number
Resident
Nonresident
Date of death
Decedent’s Social Security Number Parish of decedent’s domicile or nonresident’s property
Mail Date
Date Acknowledged
/
/
Date Accepted
Attorney’s name
Attorney's mailing address (Box, number and street, city, state, ZIP)
Telephone
Schedule I – Recapitulation of Detailed Descriptive List or Inventory
Column 1–Value of decedent’s
Column 2–Value of decedent’s
Line
separate property
1/2 community property
1
Real estate (Louisiana property only)
$
2
Stocks and bonds
3
Mortgages, notes, and cash
4
Insurance
5
Other miscellaneous property
6
Transfers during last year of decedent’s life (Attach schedule.)
7
Annuities
8
Total separate and community assets
$
$
(Add Lines 1-7 in Columns 1 and 2.)
9
Funeral expenses
10
Administrative expenses and attorney fees
11
Debts of decedent (Attach itemized list.)
12
Mortgages and liens
13
Total deductions (Add Lines 9-12 in Columns 1 and 2.)
$
$
14
Net estate (Subtract Line 13 from Line 8.)
$
$
Schedule II – Preliminary Distribution and Calculation of Usufruct
15
Special bequest by testament
$
$
16
Portion inherited by spouse
17
Portion, if any, subject to usufruct
18
Value of usufruct
Usufructuary age ___________
(Use Table 1, Column 4.)
19
Net estate less legal usufruct (Subtract Line 18 from Line 14.)
$
$
20
Net estate to be distributed under Schedule III
$
(Add Columns 1 and 2 on Line 19.)
Schedule III – Determination of Louisiana Inheritance Tax
Name, address, and Social Security
Relationship
Value of
Less
Taxable
Tax
Amount
Number of heirs or legatees
(if any)
inheritance
exemption
value
rate %
of tax
$
$
$
$
Total net estate for inheritance tax puposes
Total inheritance tax
$
$
(Forward to Line 4, Schedule IV.)
(Same as Line 20, Schedule II)
Total due or refund due
(From Line 6, Schedule V) $
1401

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