Inheritance And Estate Transfer Tax Return Page 2

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R-3318 (11/08)
Schedule IV – Tax Reduction and Determination of Louisiana Estate Transfer Tax
Total state death tax credit allowable (Per U.S. Federal Estate Tax Return Form 706)
1
$
Ratio of assets attributable to Louisiana (Louisiana gross estate to federal gross estate, per federal return)
2
State death tax credit attributable to Louisiana (Multiply Line 1 by Line 2.)
3
Basic inheritance tax (From Schedule III)
4
Tax reduction under Act 818 of 1997 (See instructions.)
5
%
Inheritance tax reduction (Multiply Line 4 by Line 5.)
6
Inheritance tax due (Subtract Line 6 from Line 4.)
7
Louisiana estate transfer tax (Subtract Line 7 from Line 3; if less than zero, enter zero.)
8
$
Schedule V – Summary of Inheritance Tax, Estate Transfer Tax, and Interest Due
1
Inheritance tax due (From Line 7, Schedule IV)
$
2
Estate transfer tax (From Line 8, Schedule IV)
3
Interest due on inheritance and estate transfer taxes (See instructions.)
4
Total amount due (Add Lines 1 through 3.)
5
Previous remittance
6
Balance due or refund requested (Subtract Line 5 from Line 4.)
$
Executors and Administrators (including Ancillary Executors and Administrators)
Name
Designation and Social Security Number
Address
City
State
ZIP
Name
Address
City
State
ZIP
Declaration
Under the penalties of perjury, I declare that I have examined this return, including all accompanying documents, and to the best of my knowledge and
belief, it is true, correct, and complete. If the return is prepared by persons other than the taxpayer, their declaration is based on all the information relating
to the matters required to be reported in the return of which they have knowledge.
Date (mm/dd/yyyy)
Signature of attorney
Address (Number and street, city, state, ZIP)
Telephone
Date (mm/dd/yyyy)
Signature of preparer (if other than attorney)
Address (Number and street, city, state, ZIP)
Telephone
Date (mm/dd/yyyy)
Signature of Executor/Administrator
Telephone
Table I - American Experience Mortality Table (Louisiana Revised Statute 47:2405)
Life
PV of Naked
PV of Life
Life
PV of Naked
PV of Life
Life
PV of Naked
PV of Life
Age
Age
Age
Expectancy
Ownership
Usufruct
Expectancy
Ownership
Usufruct
Expectancy
Ownership
Usufruct
.085548
.914452
23.81
.249794
.750206
7.55
.644352
.355648
20
42.20
46
72
41.53
.089967
.910033
23.08
.260612
.739388
7.11
.660916
.339084
21
47
73
40.85
.092544
.907456
22.36
.271850
.728150
6.68
.677826
.322174
22
48
74
40.10
.096672
.903328
21.63
.283666
.716334
6.27
.694187
.305813
23
49
75
39.49
.100197
.899803
20.91
.295743
.704257
5.88
.710037
.289963
24
50
76
38.81
.104231
.895769
20.20
.308275
.691725
5.49
.726532
.273468
25
51
77
38.12
.108497
.891503
19.49
.321346
.678654
5.11
.742605
.257395
26
52
78
37.43
.112975
.887025
18.79
.334678
.665322
4.74
.758915
.241085
27
53
79
36.73
.117669
.882331
18.09
.348559
.651441
4.39
.774608
.225392
28
54
80
36.03
.122533
.877467
17.40
.362956
.637044
4.05
.789852
.210148
29
55
81
35.33
.127675
.872325
16.73
.377380
.622620
3.71
.805876
.194124
30
56
82
34.63
.132994
.867006
16.05
.392532
.607468
3.39
.821084
.178916
31
57
83
32
33.93
.138491
.861509
58
15.39
.408054
.591946
84
3.06
.835817
.164183
33.21
.144448
.855552
14.74
.423774
.576226
2.77
.851206
.148794
33
59
85
34
32.50
.150571
.849429
60
14.10
.439797
.560203
86
2.47
.866319
.133681
31.78
.157003
.842997
13.47
.456366
.543634
2.18
.880928
.119072
35
61
87
31.07
.163604
.836396
12.86
.472777
.527223
1.91
.894442
.105558
36
62
88
30.35
.170661
.829339
12.26
.489655
.510345
1.66
.908152
.091848
37
63
89
29.62
.178080
.821920
11.67
.506809
.493191
1.42
.920968
.079032
38
64
90
28.90
.185664
.814336
11.10
.523806
.476194
1.19
.933250
.066750
39
65
91
28.18
.193637
.806363
10.54
.541327
.458673
0.98
.944528
.055472
40
66
92
27.45
.202086
.797914
10.00
.558395
.441605
0.80
.954717
.045283
41
67
93
26.22
.217073
.782927
9.47
.576152
.423848
0.64
.963773
.036227
42
68
94
26.00
.219810
.780190
8.97
.592963
.407037
0.50
.971698
.028302
43
69
95
25.27
.229438
.770562
8.48
.610365
.389635
44
70
24.54
.239430
.760570
8.00
.627412
.372588
45
71
Table II - Exemption and Tax Rates
Classification of heirs or legatees
Exemption
Rate of tax
Deaths in calendar year:
1983 and prior years - $5,000 each
See instructions on tax rate.
1984 - $10,000 each
Direct descendants by blood or affinity, ascen-
1985 - $15,000 each
2% of the actual value on the first $20,000 tax-
dant, or surviving spouse of decedent
1986 - $20,000 each
able, plus 3% of the actual value in excess of
1987 and thereafter - $25,000 each
$20,000
1992 and thereafter - surviving
spouse totally exempt
5% of the actual value on the first $20,000 tax-
Collateral relations (including brothers or sisters
$1,000 each
able, plus 7% of the actual value in excess of
by affinity)
$20,000
5% of the actual value on the first $5,000 taxable,
Strangers or nonrelated persons
$500 each
plus 10% of the actual value in excess of $5,000
Charitable, religious, or educational organizations
Totally exempt
1402

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