Form 706 - United States Estate (And Generation-Skipping Transfer) Tax Return Page 22
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41Form 706 (Rev. 8-93)
Estate of:
SCHEDULE I—Annuities
Note: Generally, no exclusion is allowed for the estates of decedents dying after December 31, 1984 (see instructions).
Yes
No
A
Are you excluding from the decedent’s gross estate the value of a lump-sum distribution described in section
2039(f)(2)?
If “Yes,” you must attach the information required by the instructions.
Alternate
Includible
Includible
Description
Item
valuation date
alternate value
value at date of death
Show the entire value of the annuity before any exclusions.
number
1
Total from continuation schedule(s) (or additional sheet(s)) attached to this schedule
TOTAL. (Also enter on Part 5, Recapitulation, page 3, at item 9.)
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
(The instructions to Schedule I are in the separate instructions.)
Schedule I—Page 22
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