Form Ct-706/709 - Connecticut Estate And Gift Tax Return - 2012 Page 2
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5Schedule A – Computation of Current Year Connecticut Taxable Gifts
A
B
C
D
E
F
G
Net Transfer
Gifts Subject to Gift Tax
Donor’s
Date
Value at Date of Gift
Split Gifts Only
Item
•
Adjusted
of Gift
Donee’s name, address, SSN, relationship to
Enter the fair market value
Subtract
No.
For split gifts,
Basis of Gift
donor if any;
at the date the gift was
Column F from
enter one-half of
•
Gift description: If gift was made by means of a
made. See instructions
Column E.
Column E.
trust, enter trust’s identifying number. If gift was
for farmland gifts.
securities, enter CUSIP number(s) if available.
1.
Gifts Made by Spouse - Complete only if you are splitting gifts with your spouse and your spouse also made gifts.
2.
1. Total gifts: Add the value of all gifts listed in Column G and enter here. .............................. 1.
00
2. Total annual exclusion for present interest gifts listed on Schedule A: See instructions. ....... 2.
00
3. Subtract Line 2 from Line 1. ................................................................................................. 3.
00
Deductions
4. Gifts to spouse for which a marital deduction
is claimed: Enter item No(s). from above:
_____________. ...............................................
4.
00
5. Exclusions attributable to gifts on Line 4 ............
5.
00
6. Marital deduction: Subtract Line 5 from Line 4. . .
6.
00
7. Charitable deductions less exclusions: Enter
item numbers from above:_____________. .......
7.
00
8. Total deductions: Add Line 6 and Line 7. .............................................................................. 8.
00
9. Current year Connecticut taxable gifts: Subtract Line 8 from Line 3. Enter here and
on Section 1, Line 1, or Section 2, Line 8. See instructions. ................................................ 9.
00
10. Did you consent for federal gift tax purposes to have gifts made during the calendar year by you, your spouse, or both of you, to third
parties considered as made one-half by each of you?
Yes
No
If Yes, enter spouse’s name and Social Security Number (SSN) below.
Print spouse’s: Name ________________________________________________ SSN _______________________________
Yes
No
11. Is your spouse a U.S. citizen? ...............................................................................................................................
If No, did you transfer any property to your spouse during the calendar year? ....................................................
12. Were you married to one another during the entire calendar year? See instructions. ...........................................
If No, check current marital status and enter status change date:
Married
Divorced
Widowed
Date: __________________________________________
13. If the donor is claiming special valuation on a gift of farmland, check here
and attach Schedule CT-709 Farmland for each donee.
14. If you elect under IRC §529(c)(2)(B) to treat any transfers made this year to a qualifi ed state tuition program as made ratably
over a fi ve-year period beginning this year, check here.
15. If you are a spouse in a same-sex marriage, check here.
Terminable Interest Marital Deduction as Reported for Federal Gift Tax Purposes
Donor is bound by election made for federal gift tax purposes. Check the box if you elected for federal gift tax purposes:
16. To include gifts of qualified terminable interest property as gifts to your spouse for which a marital deduction
was claimed. Enter the item numbers from Schedule A above of the gifts for which you made this election under
IRC §2523(f). __________________________________
17. Not to treat as qualifi ed 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 under IRC §2523(f)(6). ___________________________________________
Page 2 of 5
Form CT-706/709 (Rev. 06/12)
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