Form Ft 1120-Fi - 2001 Corporation Franchise Tax Report For Financial Institutions Page 3
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42001
Name
Franchise Tax ID Number
Schedule D-1 — Apportionment Ratio Summary
Weight
Weighted Factor
Factor
.
.
=
1. Sales (from Schedule D, line 17) ............
____________________
x
.70
____________________
.
.
=
2. Property (from Schedule D, line 21) ........
____________________
x
.15
____________________
.
.
=
3. Payroll (from Schedule D, line 22) ..........
____________________
x
.15
____________________
.
4. Total apportionment ratio (Enter on Schedule A, line 2) ......................................................................
____________________
If the denominator of any factor is zero, the weight given to the other factors must be proportionately increased so that the total
weight given to the combined factors used is 100%.
Schedule D-2 — Deposits Factor
c
The taxpayer is a “qualified institution” as defined in ORC 5733.056(A)(15) (see page 4) and, in lieu of using the property,
payroll and sales factors, hereby elects to apportion its net worth by using a single deposits fraction whose numerator is the
deposits assigned to branches in Ohio and whose denominator is the deposits assigned to branches everywhere. Tax year
2001 is the last year for which a qualifying institution can make this election.
Note: Qualified institutions which do not elect to use the deposits fraction and financial institutions that are not qualified
institutions must apportion net worth by using the property, payroll and sales factors and the weight accorded to each factor, as
set forth above.
Ohio
Everywhere
.
÷
=
Deposits (if elected, enter on Schedule A, line 2) .....................
____________
____________
____________________
Schedule E — Net Value of Stock
1. Capital stock less treasury stock .......................................................................................................... _____________________
2. Ownership interest of depositors ......................................................................................................... _____________________
3. Retained earnings and additional paid-in capital ................................................................................ _____________________
4. Reserves and net deferred tax liability (except valuation reserves against specific assets) .............. _____________________
5. Qualifying amount (if the taxpayer is a related member to a qualifying holding company)
ORC 5733.04(L)(1)(d) and 5733.05(C)(2) ............................................................................................ _____________________
6. Total net worth (Add lines 1 through 5) ................................................................................................. _____________________
7. Exempted assets (from Schedule C, line 6) ......................................................................................... _____________________
8. Net value of stock (Line 6 minus line 7 – Enter on Schedule A, line 1 or, if applicable,
on Schedule F, line 4) ............................................................................................................................ _____________________
Schedule F — Adjusted Net Value of Stock for Holding Companies
1. Excludable investment (Net of appreciation and goodwill) .................................................................. _____________________
2. Total assets (Net of appreciation and goodwill) ................................................................................... _____________________
3. Ratio (Divide line 1 by line 2) ................................................................................................................. _____________________
4. Net value of stock (from Schedule E, line 8) ......................................................................................... _____________________
5. Excludable portion (Line 4 x line 3) ....................................................................................................... _____________________
6. Adjusted net value of stock (Line 4 minus line 5. Enter on Schedule A, line 1) ................................... _____________________
Schedule G — Questionnaire (
)
This schedule must be completed
1. State or country where incorporated _________________________________________________________________
2. Corporation tax records are in care of (name) _________________________________________________________
(
)
Telephone Number ______________________________________________________________________________
Page 3
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