Inventory And Appraisement Page 3
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6SCHEDULE D - Insurance
(If none, so state.)
Part 1 - Life Insurance Payable to the Estate
Item No.
Description
Value
TOTAL PART 1
$
(also enter under recapitulation, page 1)
Part 2 - Life Insurance Payable to Beneficiaries
Item No.
Description
Beneficiary
Value
TOTAL PART 2
$
(also enter under recapitulation, page 1)
SCHEDULE E - Jointly owned Property
(with right of survivorship) (if none, so state.)
NOTE: You must complete Schedule E if the Decedent owned any property jointly with right of survivorship at the time of death, whether or not the
decedent’s interest is included in the gross estate.
Percentage includible:
1 - Joint interest held by decedent and spouse - the amount included is one-half (50%) of the value in all cases.
2 - Other joint interest - Generally you must include the full value of the jointly owned property in the gross estate. However, the full value should not be
included if you can show that a part of the property originally belonged to the other tenant(s). The amount included is the amount of the decedent’s
contribution to the joint account(s).
Item No.
Description
Joint Owner(s)
Percentage
Appraised Value of
Includible
Decedent’s Interest
TOTAL SCHEDULE E
$
(also enter under recapitulation, page 1)
(If more space is required, insert tax schedules or additional sheets of same size.)
FORM #350PC (06/2010)
Page 3 of 6
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