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Form 8850 California San Bernardino: What You Should Know

Facts: DE-160 consists of a set of property records that provide for an accurate assessment of the assets and liabilities of an estate. Items in this section include, but are not limited to: 路 Property records such as an itemized list of the decedent's accounts, bank and other accounts, the values of the property, accounts receivable and payable, the amount of mortgage liabilities, sales and leases receivable, income tax, real estate taxes, taxes owed, tax liens, the values of real estate assets, personal and real estate liabilities, the value of the decedent's life estate, and other real and personal property. 路 Financial statements of the decedent's accounts, income and expenses. 路 Property records such as deeds, leases, contracts, statements and notes. 路 Statements of creditors. 路 Property records such as inventory, appraisals, and other financial records for all the decedent's property, excluding real estate. 路 Records of the decedent's financial accountants. 路 Records of the credit of the decedent's creditors. 路 Record of the sale of the decedent's personal property. 路 Personal property accounts such as automobiles, furniture, automobiles, and other personal property. The personal property accounts include, but are not limited to: vehicles, land, equipment, real estate, and gifts. 路 Records of the decedent's personal representatives. 路 Statements of the decedent's personal accounts (fees, accounts, investments, and cash accounts). 路 Cash accounts to indicate the amount and nature of cash payments. 路 Accounts receivable to indicate the amount of receivables. 路 Receipts and payment records (receipts and payment records) and related records. 路 Records of the decedent's estate plan. 路 Statements of the decedent's bank accounts (savings and checking accounts, and other accounts) and the amount of the decedent's financial transactions. 路 Statements of the decedent's brokerage transactions. 路 Statements of the decedent's real estate transactions. 路 Accounts payable records to indicate the amount and nature of unpaid accounts. 路 Accounts receivable to indicate the amount of receivables. 路 Statements of debts owed to creditors. Statements of the decedent's tax accounts.

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