Form 706 - United States Estate (And Generation-Skipping Transfer) Tax Return Page 31

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Form 706 (Rev. 11-01)
Estate of:
SCHEDULE O—Charitable, Public, and Similar Gifts and Bequests
Yes
No
1a
If the transfer was made by will, has any action been instituted to have interpreted or to contest the will or any
of its provisions affecting the charitable deductions claimed in this schedule?
If ‘‘Yes,’’ full details must be submitted with this schedule.
b According to the information and belief of the person or persons filing this return, is any such action planned?
If ‘‘Yes,’’ full details must be submitted with this schedule.
2
Did any property pass to charity as the result of a qualified disclaimer?
If ‘‘Yes,’’ attach a copy of the written disclaimer required by section 2518(b).
Item
Name and address of beneficiary
Character of institution
Amount
number
1
Total from continuation schedules (or additional sheets) attached to this schedule
3
3
Total
4a
4a
Federal estate tax payable out of property interests listed above
4b
b
Other death taxes payable out of property interests listed above
4c
c
Federal and state GST taxes payable out of property interests listed above
4d
d Add items 4a, b, and c
5
Net value of property interests listed above (subtract 4d from 3). Also enter on Part 5, Recapitulation,
page 3, at item 21
5
(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 O are in the separate instructions.)
Schedule O—Page 31

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