Helen died with the following property: House in joint tenancy with her husband,

Question

Helen 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? Helen 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? Helen 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? Helen 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?

Explanation / Answer

Answer :

Helen executor must complete these Schedules related to form 706.

Schedules :

B,

C,

E and

F of form 706

Schedule B - All the stocks will includes as the stock owned (purchased) individually.

Schedule C - All the cash will include in individual bank account.

Schedule E - Jointly owned Property (house in joint tenancy with her husband)

Schedule F - Miscellaneous Property (Household Goods)

The Above said Schedules must Complete Helen's Executor .

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