Analysis of Tax Liabilities for Clearance of Estate

This two page report has been designed to calculate the tax liability at death for settlement of the estate. Calculations are provided for the terminal tax return probate fees and charitable bequests

All of the line item labels can be replaced by typing over the text in column A. For example if you want to enter an item for recovery of prior Alternative Minimum Tax in the terminal return just type it in at say row 16 then enter the amount claimed as a negative entry.

Calculations are based on the marginal tax rate for the income claimed.

This template can be a good tool for showing the need for last to die life insurance.

View Sample Report

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