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pdfForm 8939 (2010)
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Decedent’s Social Security Number
Estate of:
Number
of
SCHEDULE A—Property Acquired by Surviving Spouse
Complete a separate Schedule A for the surviving spouse and for any QTIP trust. See instructions.
Part I
General Information
1a Name of Executor
1b Executor’s address (number and street including
1c Executor’s social security number
apartment or suite number, city, town, or post office, state, and
ZIP code) and phone number.
Phone no. (
2a Name of Recipient
Part II Property Information
3
)
2b Recipient’s taxpayer identification number
For all property acquired from the decedent by the recipient named in line 2a the basis of which at the date of death is equal to or greater than
its fair market value at the date of death, provide the following information. See instructions.
Item No.
(a)
Accurate description
of the property
(b)
Date decedent
acquired the property
(mm/dd/yyyy)
(c)
Adjusted
basis at death
(d)
Fair market
value at
death
(e)
Check if any gain
would be ordinary
(Attach statement)
3a Total for columns (c) and (d)
4
Subtract the amount in line 3a, column (d) from the amount in line 3a, column (e)
5
For all property acquired from the decedent by the recipient named in line 2a the basis of which at the date of death is less than its fair market
value at the date of death, provide the following information. See instructions.
Item
No.
6
(a)
Accurate description
of the property
(b)
Check if qualified
terminable interest
property
(c)
Date decedent
acquired
the property
(mm/dd/yyyy)
(d)
Check if ineligible
property. Attach
statement. See
instructions.
(e)
Adjusted
basis at death
(f)
Fair market
value at
death
(g)
Basis
increase
allocated to
property
(h)
Amount of
gain that
would be ordinary
(Attach statement)
Add the amounts in line 5, column (g). Enter this amount on page 1, line 19
Schedule A—Page 2
File Type | application/pdf |
File Title | 2010 Form 8939 |
Subject | Allocation of Increase in Basis for Property Received from a Decedent |
Author | SE:W:CAR:MP |
File Modified | 2010-12-01 |
File Created | 2010-12-01 |