DELAWARE
SCHEDULE F
TRANSFERS DURING DECEDENT’S LIFE
1.
DID THE DECEDENT MAKE ANY TRANSFER DESCRIBED IN THE INSTRUCTIONS FOR THIS
SCHEDULE?...................................................................................................................................................... YES
NO
2a. DID THE DECEDENT, AT ANY TIME, MAKE A TRANSFER (OTHER THAN AN OUTRIGHT TRANSFER
NOT IN TRUST) OF AN AMOUNT OF $10,000. OR MORE WITHOUT AN ADEQUATE AND FULL
CONSIDERATION IN MONEY OR MONEY’S WORTH, BUT NOT BELIEVED TO BE INCLUDIBLE IN
THE GROSS ESTATE AS INDICATED IN THE FIRST PARAGRAPH (INCLUDING THE THREE
YES
NO
SUBPARAGRAPHS) OF THE SEPARATE INSTRUCTIONS FOR THIS
SCHEDULE?.....................................................
(IF THE ANSWER IS “YES”, FURNISH THE FOLLOWING INFORMATION:
2b. DATE
2c. AMOUNT OR VALUE
2d. CHARACTER OF TRANSFER
3a. DID THE DECEDENT, WITHIN 6 MONTHS IMMEDIATELY PRECEDING HIS DEATH, MAKE A
TAXABLE TRANSFER OF HIS PROPERTY WITHOUT AN ADEQUATE AND FULL CONSIDERATION IN
YES
NO
MONEY OR MONEY’S WORTH?.........................................................................................................................
(IF THE ANSWER IS “YES”, FURNISH THE FOLLOWING INFORMATION:
3b. DATE
3c. AMOUNT OR VALUE
3d. CHARACTER OF TRANSFER
3e. DECEDENT’S MOTIVE FOR MAKING THE TRANSFER
3f. NAME AND ADDRESS OF HOSPITALS IN WHICH DECEDENT WAS CONFINED WITHIN 6 MONTHS OF HIS DEATH
4. WERE THERE IN EXISTENCE AT THE TIME OF THE DECEDENT’S DEATH ANY TRUSTS CREATED BY
YES
NO
HIM DURING HIS LIFETIME?...............................................................................................................................
5a. HAVE FEDERAL GIFT TAX RETURNS EVER BEEN FILED?.................................................................................... YES
NO
(IF THE ANSWER IS “YES”, FURNISH THE FOLLOWING INFORMATION AND ATTACH A COPY OF THE RETURN:
5b. PERIOD(S) COVERED:
6. IF THE ANSWERS TO ANY OF THE ABOVE QUESTIONS IS “YES”, REPORT THE VALUE OF INCLUDIBLE PROPERTY BELOW:
ITEM NO.
DESCRIPTION OF INCLUDIBLE PROPERTY
VALUE AT DATE OF
$
TOTAL (ALSO ENTER UNDER THE RECAPITULATION)
$
(IF MORE SPACE IS NEEDED, INSERT ADDITIONAL SHEETS OF SAME SIZE)