Homework SourseEllen died with the following property house in joint tenanc
Ellen died with the following property: house in joint tenancy with her husband, stocks owned individually, a bank account held individually, and household goods. What schedules must her executor complete?
Ellen died with the following property: house in joint tenancy with her husband, stocks owned individually, a bank account held individually, and household goods. What schedules must her executor complete?
Solution
Schedules B, C, E, F of form 706
Schedule B - Stocks and bonds
Schedule C - Mortgages, notes and cash (bank account)
Schedule E - Jointly owned Property (house in joint tenancy with her husband)
Schedule F - Miscellaneous Property (Household Goods)
