Request Form For A Closing Certificate For Fiduciaries

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SCHEDULE
CC
Request for a Closing Certificate
Attach to
Wisconsin
for Fiduciaries
Wisconsin
Form 2
Department of Revenue
PART I – Information Required When Requesting a Closing Certificate for Estates
(Trusts see Part II on page 2)
Legal last name
First name and middle initial
Decedent’s social security number
Federal EIN
1. Did the decedent have a will?
Yes
No
2. Type of probate
Formal
Informal
Other
3. Attach a copy of the inventory and will.
4. Was a federal estate tax return (Form 706) filed?
Yes
No
If Yes, date filed
5. If the gross estate plus adjusted taxable gifts was more than
$675,000, was a Wisconsin estate tax return
filed?
Yes
No
If Yes, date filed
(Form W706)
6. If the decedent did not file tax returns prior to death, state the decedent’s approximate income for the past 4 years:
20
$
,
20
$
,
20
$
,
20
$
.
7. Was the decedent contacted by the IRS and/or Wis. Dept. of Revenue in the last 3 years?
Yes
No
If Yes, explain:
8. Attach a copy of the final account to the final Form 2.
9. Is a certificate required by the court?
Yes
No
See page 3 of the Form 2 instructions.
10. Enter the totals of each of the assets and deductions listed below. (NOTE Where any line is left blank and the appropriate
schedule for that line is not filed with this return, it will be deemed that NONE is the DECLARATION for that line by the
person(s) signing Form 2.)
Probate Assets
.
00
a. Real Estate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10a.
.
00
b. Stocks and Bonds . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10b.
.
00
c. Mortgages, Notes, and Cash . . . . . . . . . . . . . . . . . . . 10c.
.
00
d. Insurance Payable to Estate . . . . . . . . . . . . . . . . . . . . 10d.
.
00
e. Other Miscellaneous Property . . . . . . . . . . . . . . . . . . 10e.
.
00
f. Total Probate Assets (add lines 10a through 10e) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10f.
Nonprobate Assets
g. Jointly Owned Survivorship – Decedent's Share of
.
00
Jointly Owned Property . . . . . . . . . . . . . . . . . . . . . . . . 10g.
.
00
h. Decedent's Share of Survivorship Marital Property . . 10h.
.
00
i. Insurance Payable to Named Beneficiaries . . . . . . . .
10i.
.
00
j. Transfers During Decedent's Life (gifts, etc.) . . . . . . .
10j.
.
00
k. Annuities and Employee Death Benefits . . . . . . . . . . 10k.
.
00
L. Other Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10L.
.
00
m. Total of Nonprobate Assets (add lines 10g through 10L) . . . . . . . . . . . . . . . . . . . . . . 10m.
.
00
n. Wisconsin GROSS Estate (add lines 10f and 10m) . . . . . . . . . . . . . . . . . . . . . . . . . . . 10n.
Deductions
.
00
o. Funeral Expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10o.
.
00
p. Administration Expenses . . . . . . . . . . . . . . . . . . . . . . 10p.
.
00
q. Debts of Decedent . . . . . . . . . . . . . . . . . . . . . . . . . . . 10q.
.
00
r. Mortgages and Liens . . . . . . . . . . . . . . . . . . . . . . . . . .
10r.
.
00
s. Total Deductions (add lines 10o through 10r) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10s.
.
00
t. Wisconsin TAXABLE Estate (subtract line 10s from line 10n) . . . . . . . . . . . . . . . . . .
10t.
NOTE
If an estate is not required to file Form 2 and needs a closing certificate, see page 3 of the Form 2 instructions.
I-030 (N. 12-05)

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