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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)

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Ellen died with the following property house in joint tenancy wi.pdf

  • 1. 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)