REV-1506 - Schedule C-2 - Partnership Information Report
1. Name of Partnership _____________________________________________________ Date Business Commenced
Address _______________________________________________________________ Business Reporting Year
City ___________________________________________________________________ State________ ZIP Code
2. Federal Employer ID Number
3. Type of Business __________________________________________ Product/Service
4. Decedent was a o General o Limited partner. If decedent was a limited partner, provide initial investment $
5.
6. Value of the decedent’s interest $
7. Was the partnership indebted to the decedent? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
o Yes o No
If yes, provide amount of indebtedness $
8. Was there life insurance payable to the partnership upon the death of the decedent? . . . . . .
o Yes o No
If yes, Cash Surrender Value $_________________________________ Net proceeds payable $
Owner of the policy
9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years if the date of death was
prior to 12-31-82?
o Yes o No If yes, o Transfer o Sale Percentage transferred/sold
Transferee or Purchaser ________________________________ Consideration $____________________ Date
Attach a separate sheet for additional transfers and/or sales.
10. Was there a written partnership agreement in effect at the time of the decedent’s death? . . . . . .
o Yes o No
If yes, provide a copy of the agreement.
11. Was the decedent’s partnership interest sold? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
o Yes o No
If yes, provide a copy of the agreement of sale, etc.
12. Was the partnership dissolved or liquidated after the decedent’s death? . . . . . . . . . . . . . . . . . . . .
o Yes o No
If yes, provide a breakdown of distributions received by the estate, including dates and amounts received.
13. Was the decedent related to any of the partners? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
o Yes o No
If yes, explain
14. Did the partnership have an interest in other corporations or partnerships? . . . . . . . . . . . . . . .
o Yes o No
If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest.
PARTNER NAME
A.
B.
C.
D.
SCHEDULE C-2
PARTNERSHIP
INFORMATION REPORT
ESTATE OF FILE NUMBER
PERCENT
OF INCOME
PERCENT
OF OWNERSHIP
BALANCE OF
CAPITAL ACCOUNT
THE FOLLOWING INFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE
A. Detailed calculations used in the valuation of the decedent’s partnership interest.
B. Complete copies of financial statements or federal partnership income tax returns (Form 1065) for the year of death and four preceding years.
C. If the partnership owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have
been secured, attach copies.
D. Any other information relating to the valuation of the decedent’s partnership interest.
REV-1506 EX+ (3-15)
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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