PDF document
- 1 -
                                                                                                                                                                             1

Schedule B/R                    Beneficiary/Remaindermen                                                                                                                   2009
NAME OF ESTATE OR TRUST                                                                            ESTATE OR TRUST EMPLOYER IDENTIFICATION NUMBER

NAME OF BENEFICIARY/REMAINDERMAN                                                                   BENEFICIARY’S/REMAINDERMAN’S IDENTIFICATION NUMBER

MAILING ADDRESS OF BENEFICIARY/REMAINDERMAN                       CITY/TOWN/POST OFFICE            STATE                                                            ZIP + 4

LEGAL DOMICILE (STATE) 
                                           Select applicable oval:Beneficiary          Remainderman

Total income                               Percentage of income                        Percentage of taxable income

NAME OF BENEFICIARY/REMAINDERMAN                                                                   BENEFICIARY’S/REMAINDERMAN’S IDENTIFICATION NUMBER

MAILING ADDRESS OF BENEFICIARY/REMAINDERMAN                       CITY/TOWN/POST OFFICE            STATE                                                            ZIP + 4

LEGAL DOMICILE (STATE) 
                                           Select applicable oval:Beneficiary          Remainderman

Total income                               Percentage of income                        Percentage of taxable income

NAME OF BENEFICIARY/REMAINDERMAN                                                                   BENEFICIARY’S/REMAINDERMAN’S IDENTIFICATION NUMBER

MAILING ADDRESS OF BENEFICIARY/REMAINDERMAN                       CITY/TOWN/POST OFFICE            STATE                                                            ZIP + 4

LEGAL DOMICILE (STATE) 
                                           Select applicable oval:Beneficiary          Remainderman

Total income                               Percentage of income                        Percentage of taxable income

NAME OF BENEFICIARY/REMAINDERMAN                                                                   BENEFICIARY’S/REMAINDERMAN’S IDENTIFICATION NUMBER

MAILING ADDRESS OF BENEFICIARY/REMAINDERMAN                       CITY/TOWN/POST OFFICE            STATE                                                            ZIP + 4

LEGAL DOMICILE (STATE) 
                                           Select applicable oval:Beneficiary          Remainderman

Total income                               Percentage of income                        Percentage of taxable income

 Income Summary
1Accumulated income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

2Total of beneficiaries’ income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

3Accumulated capital gain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

4Total remaindermen’s income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4





PDF file checksum: 2239435797