Form Ct-709 - Connecticut Gift Tax Return 2000 Page 2
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1
2SCHEDULE A - Computation of Taxable Gifts
(Attach additional sheets if necessary)
A
B
C
D
E
Item
Gifts Subject to Gift Tax
Donor’s adjusted
Date
Value at
•
Donee’s name and address
No.
basis of gift
of gift
date of gift
•
Donee’s Social Security Number
•
Relationship to donor (if any)
•
Description of gift
•
If the gift was made by means of a trust, enter trust’s identifying number below
•
If the gift was market securities, enter CUSIP number(s), if available
If the gift was property, its fair market value at the date of the gift is considered the
amount of the gift. See instructions for gifts of farmland.
1
1. Total gifts made by donor ( See instructions ) ................................................................................................
1
2. One-half of items ( Item No.(s)
) attributable to spouse ( See instructions) ...............
2
3. Subtract Line 2 from Line 1 ...........................................................................................................................
3
4. Gifts made by spouse to be included (From Schedule A , Line 2, of spouse’s return) ...............................
4
5. Total gifts (Add Line 3 and Line 4) ................................................................................................................
5
6. Total annual exclusions for gifts listed on Schedule A , including Line 4 above ( See instructions) ............
6
7. Total included amount of gifts (Subtract Line 6 from Line 5) .......................................................................
7
DEDUCTIONS
8. Gifts to spouse for which a marital deduction will be claimed, based on
items ( Item No.(s)
) of Schedule A ....................
8
9. Exclusions attributable to gifts on Line 8 ....................................................
9
10. Marital deduction (Subtract Line 9 from Line 8) ..........................................
10
11. Charitable deduction (based on Item No.(s)
less exclusions)
11
12. Total deductions (Add Line 10 and Line 11) .................................................................................................. 12
13. Taxable gifts (Subtract Line 12 from Line 7)
Enter here and also in Section 2, Line 1, on the front of this return .............................................................. 13
Terminable Interest Marital Deduction ( See instructions)
Check here if you elected, under the rules of I.R.C. §2523(f), to include gifts of qualified terminable interest property on Line 8 above. Enter
14.
the item numbers (from Schedule A , above) of the gifts for which you made this election.
*
15.
Check here if you elect under I.R.C. §2523(f)(6) NOT to treat as qualified terminable interest property any joint and survivor annuities that are
reported on Schedule A and would otherwise be treated as qualified terminable interest property under I.R.C. §2523(f). Enter the item
numbers (from Schedule A ) for the annuities for which you are making this election.
*
PLEASE ATTACH THE NECESSARY SUPPLEMENTARY DOCUMENTS ( SEE INSTRUCTIONS)
CT-709 Back (Rev. 12/00)
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