Schedule E
Estate of: _____________________________________
Transfer During Lifetime
Name and
Legal Description
Value at Date
Date
Alternate
Item
Address
or Character
of Death
of
Value
Number
of Transferee.
of Transferred Property
(2)
Transfer
(1)
Relationship
to Decedent
$
$
Total
(If more space is required, attach additional sheets, marking same as Schedule E)
Total Schedule E (column 1 or 2 as applicable) (carry to line 5 on “Summary of Schedules”)...................... $ ___________
Yes
No
Has the decedent filed federal gift tax returns (form 709) within the last three (3) years?
. .........................................................................................................................
If yes, submit copies
Section I - Right or Interest Retained
Did the decedent at anytime make a transfer, by trust or otherwise, which was not a bona fide sale
for an adequate consideration in money or money’s worth in which:
A. The decedent retained a life estate? ...........................................................................................
B. Possession or enjoyment of the property through ownership can be obtained only by
surviving the decedent and the decedent retained a reversionary interest? ...................................
C. The decedent retained the power, alone or in conjunction with any other person to
? .......................................................................
alter, amend, revoke, or terminate the transfer
Section II - Contemplation of Death
Did the decedent within three (3) years immediately preceding death, by trust or otherwise, for less
than an adequate consideration in money or money’s worth:
A. Transfer an interest in property? ....................................................................................................
B. Relinquish a power? ......................................................................................................................
C. Exercise a general power of appointment? ...................................................................................
If the answer to any of the above questions is “yes”, furnish the above information to each transfer.