Ohio Schedule E Part II Joint & Survivorship Assets

Schedule E Part II Joint & Survivorship Assets
ET_Schedule E_PartII_FS_070611.inddReset Form

Estate of:

Schedule E – Joint and Survivorship Assets
(O.R.C. Section 5731.10)
Part II – All Other Joint Interests
The full value of the joint property is presumed to be part of
the gross estate, but the presumption may be overcome if it
is established that a part of the property originally belonged
to or was contributed by the other co-tenant(s). Supporting
Name

documentation should be attached if the estate claims the
decedent held only a partial interest.
For joint accounts held between spouses and any additional
parties, subtract any contribution by those parties and report
the balance at one-half (1/2) value. State the name, relationship and address of each surviving co-tenant.

Relationship

City and State

A.
B.
C.
D.

Item
Number

1.

Enter
Letter for
Co-tenant

Description

Percentage
Includible

A.

Total from continuation schedule(s)
Total (also enter on Recapitulation of Assets, page 2)

Schedule E, Part II

Alternate
Value

Value at Date
of Death

Extracted from PDF file 2023-ohio-form-et-2-e-ii.pdf, last modified July 2011

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More about the Ohio Form ET 2-E-II Estate Tax TY 2023

We last updated the Schedule E Part II Joint & Survivorship Assets in February 2024, so this is the latest version of Form ET 2-E-II, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form ET 2-E-II directly from TaxFormFinder. You can print other Ohio tax forms here.

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Related Ohio Estate Tax Forms:

TaxFormFinder has an additional 82 Ohio income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Ohio Form ET 2-E-II.

Form Code	Form Name
Form ET 24	Application for Extension of Time to File Ohio Estate Tax Return Extension
Form ET 2	Ohio Estate Tax Return and Instructions for Dates of Death on or After July 1, 1993
Form ET 2-LargeEstate	Estate Tax Return & Instructions for Estates With Dates of Death on or After Jan. 1, 2002 With Gross Value Over $338,333
Form ET 2-A	Schedule A Real Estate
Form ET 2-E-I	Schedule E Part I Joint & Survivorship Assets
Form ET 2-I	Schedule I Annuities, Pensions, Retirement and Other Employer Death Benefit Plans€
Form ET 2-L	Schedule L Marital Deduction Reconciliation
Form ET 2-M-I	Schedule M Part I Bequests to Surviving Spouse
Form ET 2-M-II	Schedule M Part II Bequests to Surviving Spouse
Form ET 21	Application for Certificate of Release of Ohio Estate Tax Lien

Download all OH tax forms View all 83 Ohio Income Tax Forms

Form Sources:

Ohio usually releases forms for the current tax year between January and April. We last updated Ohio Form ET 2-E-II from the Department of Taxation in February 2024.

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About the Estate Tax

The IRS, and many states, impose an estate tax on the transfer of cash and property between a decedent and their beneficiaries. These taxes generally only apply to estates over a certain size threshold, generally several million dollars, and therefore only affects the largest few percent of estates in the United States.

Historical Past-Year Versions of Ohio Form ET 2-E-II

We have a total of ten past-year versions of Form ET 2-E-II in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form ET 2-E-II