Form ET2 Schedule I "Annuities, Pensions, Retirement and Other Employer Death Benefit Plans" - Ohio

What Is Form ET2 Schedule I?

This is a legal form that was released by the Ohio Department of Taxation - a government authority operating within Ohio. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on January 1, 2004;
  • The latest edition provided by the Ohio Department of Taxation;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form ET2 Schedule I by clicking the link below or browse more documents and templates provided by the Ohio Department of Taxation.

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Download Form ET2 Schedule I "Annuities, Pensions, Retirement and Other Employer Death Benefit Plans" - Ohio

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ET Schedule I
Estate of:
Rev. 1/04
Ohio Estate Tax Return
Schedule I – Annuities, Pensions, Retirement and
Other Employer Death Benefi t Plans
(Jointly owned property must be listed on Schedule E)
All annuity interests held by the decedent must be shown.
Teachers Insurance and Annuity Association (TIAA) and
List payments under commercial annuity contracts, IRA’s
College Retirement Equity Fund (CREF) benefi ts are not
or similar contracts, all employer bonus plans, deferred
exempt from taxation. These funds do not fall into the same
compensation contracts and employer death benefi t plans,
category as the State Teachers Retirement System and
unless specifically excluded under O.R.C. Section 5731.09.
therefore must be included under this schedule. For further
information, please refer to E.T. Bulletin 1, revised 3/97.
Effective for dates of death on or after March 7, 1997, and
to the extent documentation is provided, the value of the
gross estate shall not include that portion of an annuity or
other death benefit plan contributed by decedent’s employer.
Item
Alternate
Alternate
Value at Date
Description
Number
Valuation Date
Value
of Death
Calculation of Annuity(s)
1.
$
$
2.
3.
4.
5.
6.
Total
(also enter on Recapitulation of Assets, page 2)
Schedule I
Reset Form
ET Schedule I
Estate of:
Rev. 1/04
Ohio Estate Tax Return
Schedule I – Annuities, Pensions, Retirement and
Other Employer Death Benefi t Plans
(Jointly owned property must be listed on Schedule E)
All annuity interests held by the decedent must be shown.
Teachers Insurance and Annuity Association (TIAA) and
List payments under commercial annuity contracts, IRA’s
College Retirement Equity Fund (CREF) benefi ts are not
or similar contracts, all employer bonus plans, deferred
exempt from taxation. These funds do not fall into the same
compensation contracts and employer death benefi t plans,
category as the State Teachers Retirement System and
unless specifically excluded under O.R.C. Section 5731.09.
therefore must be included under this schedule. For further
information, please refer to E.T. Bulletin 1, revised 3/97.
Effective for dates of death on or after March 7, 1997, and
to the extent documentation is provided, the value of the
gross estate shall not include that portion of an annuity or
other death benefit plan contributed by decedent’s employer.
Item
Alternate
Alternate
Value at Date
Description
Number
Valuation Date
Value
of Death
Calculation of Annuity(s)
1.
$
$
2.
3.
4.
5.
6.
Total
(also enter on Recapitulation of Assets, page 2)
Schedule I