ࡱ > 5
! " # $ % & ' ( ) * + , - . / 0 1 2 3 4 7 E 9 : ; < = > ? @ A B C D F G R o o t E n t r y F 0uyP6 W o r k b o o k a M s o D a t a S t o r e PnyP@osyP 0 4 X I C D P 0 T D A = = 2 PnyP@osyP I t e m
P r o p e r t i e s O O F G H L L G A = = 2 PnyP@osyP I t e m
8 P r o p e r t i e s
S u m m a r y I n f o r m a t i o n (
D o c u m e n t S u m m a r y I n f o r m a t i o n 8 $ C o m p O b j " l ZO \ p Yates Danielle L B a = = $-8 X@ " 1 A r i a l 1 C a l i b r i 1 C a l i b r i 1 C a l i b r i 1 0 H e l v e t i c a ( P C L 6 ) 1 0 H e l v e t i c a ( P C L 6 ) 1 A r i a l 1 x A r i a l 1 A r i a l 1 Q T a h o m a 1 Q A r i a l 1 Q A r i a l 1 A r i a l 1 A r i a l 1 A r i a l 1 A r i a l 1 A r i a l 1 C a l i b r i 1 C a l i b r i 1 C a l i b r i 1 4 C a l i b r i 1 C a l i b r i 1 C a l i b r i 1 C a l i b r i 1 , 8 C a l i b r i 1 8 C a l i b r i 1 8 C a l i b r i 1 > 1 4 1 < C a l i b r i 1 ? C a l i b r i 1 h 8 C a m b r i a 1 C a l i b r i 1
C a l i b r i "$"#,##0_);\("$"#,##0\) ! "$"#,##0_);[Red]\("$"#,##0\) " "$"#,##0.00_);\("$"#,##0.00\) ' " "$"#,##0.00_);[Red]\("$"#,##0.00\) 7 * 2 _("$"* #,##0_);_("$"* \(#,##0\);_("$"* "-"_);_(@_) . ) ) _(* #,##0_);_(* \(#,##0\);_(* "-"_);_(@_) ? , : _("$"* #,##0.00_);_("$"* \(#,##0.00\);_("$"* "-"??_);_(@_) 6 + 1 _(* #,##0.00_);_(* \(#,##0.00\);_(* "-"??_);_(@_) \(#,##0\) #,##0;\-#,##0;0;@ "* "#,### ff + ) , * P P ` " @ @ " @ @ ! a > " ! " ( " (@ @ " (@ @ " (@ @ 8 ( @ ,@ # <@ (@ ,@ ,@ # <@ ( @ ( @ 7 ( @ ( @ @ ,@ @ # <@ # <@ @ # | # <@ " (@ @ # <@ # <@ # <@ # <@ # <@ @ 8 ! 8 8@ @ 8@ @ 8@ @ 8@ @ ! 8 @ ! 8 @ 8 @ @ 1 ) 1 !
! ! 8 @ @ 8 @ @ | | o }A }
00\);_(* ef ;_(@_) }A }
00\);_(* ef ;_(@_) }A }
00\);_(* ef ;_(@_) }A }
00\);_(* ef ;_(@_) }A }
00\);_(* ef ;_(@_) }A }
00\);_(* ef ;_(@_) }A }
00\);_(* L ;_(@_) }A }
00\);_(* L ;_(@_) }A }
00\);_(* L ;_(@_) }A }
00\);_(* L ;_(@_) }A }
00\);_(* L ;_(@_) }A }
00\);_(* L ;_(@_) }A }
00\);_(* 23 ;_(@_) }A }
00\);_(* 23 ;_(@_) }A }
00\);_(* 23 ;_(@_) }A }
00\);_(* 23 ;_(@_) }A }
00\);_(* 23 ;_(@_) }A } !
00\);_(* 23 ;_(@_) }A } "
00\);_(* ;_(@_) }A } #
00\);_(* ;_(@_) }A } $
00\);_(* ;_(@_) }A } %
00\);_(* ;_(@_) }A } &
00\);_(* ;_(@_) }A } '
00\);_(* ;_(@_) }A } (
00\);_(* ;_(@_) } } )
} 00\);_(* ;_(@_)
} } *
00\);_(* ;_(@_) ??? ??? ???
??? }- } /
00\);_(* }A } 0
a 00\);_(* ;_(@_) }A } 1
00\);_(* ;_(@_) }A } 2
00\);_(* ? ;_(@_) }A } 3
00\);_(* 23 ;_(@_) }- } 4
00\);_(* } } 6
??v00\);_(* ̙;_(@_)
}A } 7
} 00\);_(* ;_(@_) }A } 8
e 00\);_(* ;_(@_) }x } 9 00\);_(* ;_(
} } :
???00\);_(* ;_( ??? ???
???
??? }- } >
00\);_(* }U } ?
00\);_(* ;_( }- } @
00\);_(* }( } I 4 00\);_(*}( } J 00\);_(*}( } K 00\);_(*}( } L 4 00\);_(*}< } M 00\);_(* ;_(}< } N 00\);_(* ;_(}< } O 00\);_(* ;_(}< } P 4 00\);_(* 4 ;_(}( } Q 4 00\);_(*}< } R 00\);_(* ;_(}< } U 00\);_(* ;_(}( } W 00\);_(*}< } X 00\);_(* ;_(}( } Z 00\);_(*}< } [ 00\);_(* ;_(}< } \ 00\);_(* ;_(}< } ] 00\);_(* ;_(
20% - Accent1M
2 0 % - A c c e n t 1 ef %
20% - Accent2M "
2 0 % - A c c e n t 2 ef %
20% - Accent3M &
2 0 % - A c c e n t 3 ef %
20% - Accent4M *
2 0 % - A c c e n t 4 ef %
20% - Accent5M .
2 0 % - A c c e n t 5 ef %
20% - Accent6M 2
2 0 % - A c c e n t 6 ef %
40% - Accent1M
4 0 % - A c c e n t 1 L %
40% - Accent2M #
4 0 % - A c c e n t 2 L渷 %
40% - Accent3M '
4 0 % - A c c e n t 3 L %
40% - Accent4M +
4 0 % - A c c e n t 4 L %
40% - Accent5M /
4 0 % - A c c e n t 5 L %
40% - Accent6M 3
4 0 % - A c c e n t 6 Lմ %
60% - Accent1M
6 0 % - A c c e n t 1 23 %
60% - Accent2M $
6 0 % - A c c e n t 2 23ږ %
60% - Accent3M (
6 0 % - A c c e n t 3 23כ %
60% - Accent4M ,
6 0 % - A c c e n t 4 23 %
60% - Accent5M 0
6 0 % - A c c e n t 5 23 % !
60% - Accent6M 4
6 0 % - A c c e n t 6 23 % " Accent1A A c c e n t 1 O % # Accent2A ! A c c e n t 2 PM % $ Accent3A % A c c e n t 3 Y % % Accent4A ) A c c e n t 4 d % & Accent5A - A c c e n t 5 K % ' Accent6A 1 A c c e n t 6 F % ( Bad9 B a d % ) Calculation C a l c u l a t i o n } % *
Check Cell
C h e c k C e l l % ??? ??? ??? ??? + C o m m a ,( C o m m a [ 0 ] -& C u r r e n c y .. C u r r e n c y [ 0 ] / Explanatory TextG 5 E x p l a n a t o r y T e x t % 0 Good; G o o d a % 1 Heading 1G H e a d i n g 1 I}% O 2 Heading 2G H e a d i n g 2 I}% ? 3 Heading 3G H e a d i n g 3 I}% 23 4 Heading 49 H e a d i n g 4 I}% 5( H y p e r l i n k
6 Inputu I n p u t ̙ ??v% 7 Linked CellK L i n k e d C e l l } % 8 NeutralA N e u t r a l e % " N o r m a l 9 Noteb
N o t e : Outputw O u t p u t ???% ??? ??? ??? ??? ;$ P e r c e n t < style_col_headings = style_col_numbers
> Title1 T i t l e I}%
? TotalM T o t a l % O O @ Warning Text? W a r n i n g T e x t % X T a b l e S t y l e M e d i u m 9 P i v o t S t y l e L i g h t 1 6 ` < 16es04yd.xls ; 5 f~ f h H @ f ^ S A A @ A @
(r E State of residence Number Amount Total Alabama Arizona Arkansas
California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland
Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada
New Hampshire
New Jersey
New Mexico New York North Carolina Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia
Washington
West Virginia Wisconsin Net estate tax Alaska Wyoming North Dakota Allowable deductions Gross estate for tax purposes7 Scroll over selected items below for brief definitions.2 NOTE: Detail may not add to total due to rounding.Y [All figures are estimates based on a sample--money amounts are in thousands of dollars.] ` d [2] Includes U.S. territories, U.S. citizens domiciled abroad, and a small number of returns for whom State of residence was unknown. Other areas [2]N Table 4. Estate Tax Returns Filed for 2016 Decedents, by State of Residence[1] d= Data were deleted to prevent disclosure of individual taxpayer data. obever, the data are included in the appropriate totals. [1] Estate tax returns are filed on Form 706, United States Estate Tax (and Generational-Skipping Transfer) Tax Return. For 2016 decedents the filing threshold was $5.45 million of gross estate..J Source: IRS, Statistics of Income Division, Estate Tax Study, June 2020.
J <5 5 g 5 F6 6 t 7 h7 8 7 a9 1 c c B
ZO A C ZN Y Y
d MbP?_ * + % & ?' ?( ?) ?M A d o b e P D F S
oJ X X L e t t e r PRIV ''' ' 0 \K hC FF SMTJ 0 EBDA S t a n d a r d " J XX ? ? & U } A } E A } . A A @ D D , D , H B
j A j j j j j j
k < k k k k k k
l : l l l l l l
b
a 9 b
a 8 b
a 4 m g c d c d c n d
E
E
E
E
E
Y F * G ?G @G @G @G @G @
I * J :@J .J @J K [@Z O
L * M Y@N n^ M Y@M T&AO D@[ h$A
P 5
X >
X >
X >
X >
U >
] >
P *
M h@M * M h@M u U @T@] A
P * M V@M 4AM V@M &AU =@] @
A =
P * M 8@M M @M U p@] o1 W
P *
U o@] 2 U o@M x@AU @X@] A
P * U l@] U l@M e U P@]
A
P
U :@] A
U >
U >
U >
] >
P * M M@M (AM M@M AU 4@] )@
P * M ̖@M [M @M U H@] "
P
* M o@M V M o@M 4AU [@] A
P * M @P@M p'AM O@M PH AU E@] @
Q M A@M 4AM @@M ` A
X >
\ >
R * M (@M r{M (@M ГKAU j@] bA
R * M a@M Ρ M @a@M N_ U L@] p
A
R * M c@M R[ M b@M 8#AU G@] @
R * M _@M v2AM _@M l AU E@] .@
R * M ^@M DR3AM ]@M x AU K@] =A
R * M @Z@M J%V M @Z@M !" U G@] (A
R * M B@M *AM B@M AU 5@] @A@
R * M k@M ˕ M k@M ZN U U@] A
R * M u@M έ M u@M \>AU @^@] P/
A
R * M p@M ) M p@M Ui U U@] лA
R * M @j@M օ M @j@M ^ U S@] HtA D :
l$ $ $ V ^ 8 < < b < J F < < \ < < < < L < < < < < < < < < < ! " # $ % & ' ( ) * + , - . / 0 1 2 3 4 5 6 7 8 9 : ; < = > u @ ? @
R M B@M HAM B@M A
U >
] >
! R
! X >
! X >
! X >
! X >
! U >
! ] >
" R " M B@M t$AM B@M A
" X >
" \ >
# R * # M Z@M ` M Y@M *AU F@] `@
$ R * $ M c@M (-M c@M >t U J@] OA
% R * % M Q@M *AM Q@M \AU A@] p@
& R ! * & M px@M 6 M px@M U `c@] ԽA
' R " * ' M C@M WAM C@M AU 2@] @@
( R # * ( M ܒ@M E=M В@M U {@] Zo
) R $ * ) M r@M ɹ M r@M @ U @`@] 5A
* R 7 * M D@M AM C@M `0A
* X >
* \ >
+ R % * + M u@M s M t@M S U `b@] A
, R & * , M S@M *q M R@M o2AU <@] A
- R ' * - M b@M f= M b@M :V U L@] ( A
. R ( * . M py@M ^M Py@M U b@] Y A
/ R ) / M B@M {)AM B@M oA
/ U >
/ ] >
0 R * * 0 M @_@M 6Q M @_@M /+ U @@] 0@
1 R + 1 M K@M &AM K@M (A
1 U >
1 ] >
2 R , * 2 M b@M g M b@M .z0 U R@] x:A
3 R - * 3 M h@M ^SxM 8@M *U u@] *-D
4 R . 4 M M@M 1 M K@M A
4 U >
4 ] >
5 R /
5 X >
5 X >
5 X >
5 X >
5 U >
5 ] >
6 R 0 * 6 M pr@M M pr@M \ U @^@] lA
7 R 1 * 7 M `n@M f M n@M u U @T@] J A
8 R 2 * 8 M C@M AM C@M @U 6@] 9@
9 R 3 * 9 M `d@M Z} M d@M UI U L@] A
: R 6
: X >
: X >
: X >
: X >
: U >
: ] >
; S @ * ; T R@T n]1 T @R@T AV D@^ pl@
< e ; < f f f f f f
= ` B = ` ` ` ` ` `
> _ C > _ _ _ _ _ _
? C ? ? C C C C C C D r
lL b L < < < < < < < L < < < < L < L < < L b < < < < b < $ $ $ @ @
@ h D @ i i i i i i 8 (
~
< `9F)
X ? & ] 4 @
2ߥ@өo:
< Gross Estate for Tax Purposes
For estate tax purposes, the gross estate includes all property or interest in property before reduction by debts (except policy loans against insurance) and mortgages, or administrative expenses.<
4
B P=F)
X !sF ?
] 4 @
sJIO
Z(n
< Allowable deductions
The allowable portion of deductions claimed on Schedules J, K, L, M, and O. To qualify as deductible, an expense must be allowable under local law and be "actually and necessarily incurred in the administration of the decedent's estate" under Reg. 20.2053-3(a). State death tax deduction are not included in the value of total allowable deductions. Returns impacted by Section 2053 account for differences in the value total allowable estate and its components.< R ~ ~
< 9F)
X ? =
] 4 @
SBW)7d
< Net estate tax
The tax liability of the estate after subtracting a credit for gift taxes paid on post-1976 gifts, the allowable unified credit, and credits for foreign death taxes and tax on prior transfers.
< s
bgraub00 bgraub00 bgraub00 > @ d au buA
/ > > > . Z > > = = < < @ @ g g D
! # DocumentLibraryFormDocumentLibraryFormDocumentLibraryForm
This value indicates the number of saves or revisions. The application is responsible for updating this value after each revision.
metaAttributes"/>
Oh +'0 H P d
Brian Raub Yates Danielle L Microsoft Excel @ cV@ "I@ ~yP
՜. +,0 H P X ` h p
x
16es04yd.xls '16es04yd.xls'!Print_Titles Worksheets
Named Ranges
F Microsoft Excel 2003 Worksheet Biff8 Excel.Sheet.8 9q