Fill in the missing information on how much for each asset is included in the Gross Estate, Probate Estate, and the new Basis for the heirs if applicable.

As an example, for the first item, the home, you will list the value (if any) that is included in the Gross Estate, the value (if any) that is included in the Probate Estate, and since it will pass to the wife, what her total basis in the property is after the estate is settled. If there are multiple heirs make sure to include what each heir will have as their basis after the estate settles. FOR TRUST 3 - please put the charity's basis under "Basis for Spouse".

WILL UPVOTE! Need answered sooner than later, thank you!!

*For Joint assets includes basis for all owners **DoD means Date of Death *For Joint assets includes basis for all owners **DoD means Date of Death