Schedules A&B (Form 1040) 2008 Page 2

Summary: This is an example of Schedules A&B (Form 1040) 2008, page 2 (Schedule B), as pertains to the estate as described in the text. The completed line items are:

Under Part I: Interest:
- 1. List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see page B-1 and list this interest first. Also, show that buyer's social security number and address field contains Certificate of Deposit, X.Y.Z. Bank Amount field contains 5,500
- 2. Add the amounts on line 1 field contains 5,500
- 4. Subtract line 3 from line 2. Enter the result here and on Form 1040, line 8a field contains 5,500
Under Part III: Foreign Accounts and Trusts:
- 11a. At any time during 1995, did you have an interest in or a signature or other authority over a financial account in a foreign country, such as a bank account, securities account, or other financial account? See page B-2 for exceptions and filing requirements for Form T.D. F 90-22.1 No checkbox checked
- 12. Were you the grantor of, or transferor to, a foreign trust that existed during 1995, whether or not you have any beneficial interest in it? If Yes, you may have to file Form 3520, 3520-A, or 926. No checkbox checked

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