Form Ct-709 - Connecticut Gift Tax Return 2004 (Page 2 of 2) in pdf

Schedule A - Computation of Connecticut Taxable Gifts

(Attach additional sheets if necessary)

Split Gifts Only

Net Transfer

Item

Donor’s

Date

Value at

Gifts Subject to Gift Tax

•

Donee’s name and address

adjusted

For split gifts,

Subtract Col. F

No.

of gift

date of gift

enter 1/2 of

from Col. E

•

Donee’s Social Security Number

basis of gift

Enter

the

fair

Column E

•

Relationship to donor (if any)

market value of the

•

Description of gift

gift at the date the

•

If the gift was made by means of a trust, enter trust’s

gift is made. See

identifying number below

instructions

for

•

If the gift was securities, enter CUSIP number(s), if available

gifts of farmland.

Gifts made by spouse - Complete only if you are splitting gifts with your spouse and he or she also made gifts.

H. Total number of donees listed by donor and donor spouse. Do not count any one donee more than once ..

1. Total gifts made by donor (See instructions) .......................................................................................... 1

2. Total annual exclusion for present interest gifts listed on Schedule A (See instructions) .....................

3. Total included amount of gifts (Subtract Line 2 from Line 1) ................................................................... 3

Deductions

4. Gifts to spouse for which a marital deduction will be claimed (based on Item

No(s). ______________________________ of Schedule A) ............................... 4

5. Exclusions attributable to gifts on Line 4 .................................................................. 5

6. Marital deduction (Subtract Line 5 from Line 4) ........................................................ 6

7. Charitable deduction (based on Item No(s) ________ less exclusions) .................... 7

8. Total deductions (Add Line 6 and Line 7) ............................................................................................... 8

9. Connecticut taxable gifts (Subtract Line 8 from Line 3). If the balance is $25,000 or less, stop. Do not file

this return, unless you made a gift of farmland and completed Schedule CT-709 Farmland. If the balance

is greater than $25,000, enter here and also in Section 2, Line 1, on the front of this return ..................... 9

Terminable Interest Marital Deduction (See instructions)

10.

Check here if you elected under I.R.C. §2523(f) to include gifts of qualified terminable interest property as gifts to your

spouse for which a marital deduction was claimed under I.R.C. §2523. Enter the item numbers (from Schedule A, above) of

the gifts for which you made this election.

____________________________________________________________________________________________

11.

Check here if you elected under I.R.C. §2523(f)(6) not to treat as qualified terminable interest property any joint and survivor

annuity where only you and your spouse have the right to receive payments before the death of the last of you to die. Enter

the item numbers (from Schedule A, above) for the annuity(ies) for which you made this election.

____________________________________________________________________________________________

Please attach the necessary supplemental documents (See instructions)

CT-709 Back (Rev. 5/05)

Form Ct-709 - Connecticut Gift Tax Return 2004 Page 2

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