Information Regarding Beneficiaries Acquiring Property From a Decedent

Transcription

1 Form 897 (January 206) epartment of the Treasury Internal Revenue Service Information Regarding eneficiaries cquiring Property From a ecedent Information about Form 897 and its separate instructions is at OM Part I ecedent and xecutor Information ecedent's name 2 ecedent's date of death 3 ecedent's SSN 4 xecutor's name (see instructions) 5 xecutor's phone no. 6 xecutor's TIN (number and street including apartment or suite no.; city, town, or post office; state or province; country; and ZIP or foreign postal code) 8 If there are multiple executors, check here and attach a statement showing the names, addresses, telephone numbers, and TINs of the additional executors. 9 If the estate elected alternate valuation, indicate the alternate valuation date: Part II eneficiary Information How many beneficiaries received (or are expected to receive) property from the estate? 5 For each beneficiary, provide the information requested below. If more space is needed, attach a statement showing the requested information for the additional beneficiaries. Name of eneficiary TIN ddress, ity, State, ZIP ate Provided lsie rawley Rose Lane, York, FL /20/7 nna rawley Rose Lane, York, FL (Last known address) eneficiary annot e Located (See Notice on Schedule ) Thomas rawley Rose Lane, York, FL /20/7 Trust for Thomas rawley reated Under Last Will and Testament of John rawley dated pril, lfred ates, Trustee 25 Rose Lane, York, FL /20/7 James arson Rose Lane, York, FL /20/7 Notice to xecutors: Submit Form 897 with a copy of each completed Schedule to the IRS. To protect privacy, Form 897 should not be provided to any beneficiary. Only Schedule of Form 897 should be provided to the beneficiary. Retain copies of all forms for the estate's records. Sign Here Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, all information reported herein is true, correct, and complete. Signature of executor ate May the IRS discuss this return with the preparer shown below? See instructions Yes No Print/Type preparer s name Preparer s signature ate heck if PTIN self-employed Paid Preparer Use Only Firm s name Firm s IN Firm s address Phone no. For Privacy ct and Paperwork Reduction ct Notice, see the separate instructions. at V Form 897 (-206)

2 Form 897 (-206) SHUL Information Regarding eneficiaries cquiring Property From a ecedent Information about Form 897 (including Schedule ) and its separate instructions is at Part. General Information ecedent's name 2 ecedent s SSN 3 eneficiary's name 4 eneficiary's TIN John rawley Thomas rawley xecutor's name 6 xecutor's phone no. Thomas rawley Rose Lane, York, FL Part 2. Information on Property cquired escription of property acquired from the decedent and the Schedule and item Form 706, Schedule, id this ate escription 00 Shares of Marigold orporation IN Y //6 $2,000,000 Notice to eneficiaries: Retain this schedule for tax reporting purposes. If the property d the liability, Internal Revenue ode section 04(f) applies, requiring the consistent reporting of basis information. For more information on determining basis, see IR section 04 and/or consult a tax professional. Page -

3 Form 897 (-206) SHUL Information Regarding eneficiaries cquiring Property From a ecedent Information about Form 897 (including Schedule ) and its separate instructions is at Part. General Information ecedent's name 2 ecedent s SSN 3 eneficiary's name 4 eneficiary's TIN John rawley xecutor's name 6 xecutor's phone no. Part 2. Information on Property cquired escription of property acquired from the decedent and the Schedule and item Form 706, Schedule F, nna rawley Thomas rawley Rose Lane, York, FL id this ate escription 205 Sea Ray L650 Flybridge Yacht YW#- Y //6 $2,000,000 2 Form 706, Schedule, Residence located at Main Street, Mount ora, FL 2345 eneficiary acquired a remainder Interest; and value of remainder interest is $300,000. shown in olumn is for 00% interest. Y //6 $350,000 NOTI: Thomas rawley, as Personal Representative (xecutor) of the state of John rawley, is unable to locate nna rawley. Ms. rawley was last seen at her home on January 0, 207, and she is nowhere to be found. Thomas rawley has attempted to contact her via , phone, and Facebook. ll attempts have been unsuccessful. Ms. rawley did not respond to s. Her voic box is full. Her Facebook page is inactive. Thomas rawley and his family are in the process of searching for nna, and upon finding her, will provide her with this Schedule within 30 days. Notice to eneficiaries: Retain this schedule for tax reporting purposes. If the property d the liability, Internal Revenue ode section 04(f) applies, requiring the consistent reporting of basis information. For more information on determining basis, see IR section 04 and/or consult a tax professional. Page -

4 Form 897 (-206) SHUL Information Regarding eneficiaries cquiring Property From a ecedent Information about Form 897 (including Schedule ) and its separate instructions is at Part. General Information ecedent's name 2 ecedent s SSN 3 eneficiary's name 4 eneficiary's TIN John rawley xecutor's name 6 xecutor's phone no. Part 2. Information on Property cquired escription of property acquired from the decedent and the Schedule and item Form 706, Schedule, James arson Thomas rawley Rose Lane, York, FL id this ate escription Residence located at Main Street, Mount ora, FL, Life Interest; of Life Interest is $50,000. shown in olumn is for 00% interest. Y //6 $350,000 Notice to eneficiaries: Retain this schedule for tax reporting purposes. If the property d the liability, Internal Revenue ode section 04(f) applies, requiring the consistent reporting of basis information. For more information on determining basis, see IR section 04 and/or consult a tax professional. Page -

5 Form 897 (-206) SHUL Information Regarding eneficiaries cquiring Property From a ecedent Information about Form 897 (including Schedule ) and its separate instructions is at Part. General Information ecedent's name 2 ecedent s SSN 3 eneficiary's name 4 eneficiary's TIN John rawley lsie rawley xecutor's name 6 xecutor's phone no. Thomas rawley Rose Lane, York, FL Part 2. Information on Property cquired escription of property acquired from the decedent and the Schedule and item Form 706, Schedule, 2 id this ate 2 3 escription rokerage ccount # ank of Mary, as further shown on ttached Report Form 706, Schedule, Residence located at 24 Rose Laney, York, FL of ecedent's /2 interest was $,500,000. reflected in olumn is for 00% interest. Form 706, Schedule, Lexus GS VIN # XXXXXXXXXXX of ecedent's /2 interest was $25,000. reflected in olumn is for 00% interest. Y //6 $7,000,000 N //6 $3,000,000 N //6 $50,000 4 Form 706, Schedule, udi 8 VIN # YYYYYYYYYYYY of ecedent's /2 interest was $25,000. reflected in olumn is for 00% interest. N //6 $50,000 Notice to eneficiaries: Retain this schedule for tax reporting purposes. If the property d the liability, Internal Revenue ode section 04(f) applies, requiring the consistent reporting of basis information. For more information on determining basis, see IR section 04 and/or consult a tax professional. Page -

6 SHUL for Trust for Thomas rawley FORM 897 ttachment

7 Form 897 (-206) SHUL Information Regarding eneficiaries cquiring Property From a ecedent Information about Form 897 (including Schedule ) and its separate instructions is at Part. General Information ecedent's name 2 ecedent s SSN 3 eneficiary's name 4 eneficiary's TIN John rawley Trust for Thomas rawley Under Will for xecutor's name John rawley 6 xecutor's phone no. Thomas rawley Rose Lane, York, FL Part 2. Information on Property cquired escription of property acquired from the decedent and the Schedule and item Form 706, Schedule, 2 id this ate escription rokerage ccount # ank of Mary, as further shown on ttached Report Y //6 $7,000,000 Notice to eneficiaries: Retain this schedule for tax reporting purposes. If the property d the liability, Internal Revenue ode section 04(f) applies, requiring the consistent reporting of basis information. For more information on determining basis, see IR section 04 and/or consult a tax professional. Page -

8 SHUL for Trust for Thomas rawley FORM 897 ttachment