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Schedule G - Transfers During Decedent'S Life

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Estate of:

Schedule G – Transfers During Decedent’s Life

1. Transfers in Contemplation of Death (O.R.C. Section

3. Transfers with Reversionary Interest Retained (O.R.C.

5731.05). Any transfer in excess of $10,000 per year per

Section 5731.07). The value of the gross estate shall

donee made by the decedent within three years of death

include the value of any transfer of property or interest

for less than adequate consideration is presumed to be

therein made by the decedent for less than adequate

in contemplation of death and is includible in the Ohio

consideration where (a) the possession or enjoyment

gross estate, unless proof to the contrary can be provided.

can be obtained by the other person only by surviving the

Interests that do not qualify as present interests for the

decedent and (b) the decedent retained a reversionary

federal gift tax $10,000 exclusion will not qualify for the

interest by express terms of the instrument which had a

Ohio $10,000 exclusion. Transfers made between spouses

value as of the date of death in excess of 5% of the value

should not be included in the gross estate, but should be

of property transferred.

listed for informational purposes only.

4. Transfers Subject to Change (O.R.C. Section 5731.08).

2. Transfers with Retained Enjoyment (O.R.C. Section

Any property or interest therein transferred by the dece-

5731.06). The value of the gross estate shall include the

dent without adequate consideration where the enjoyment

value of any property or interest herein that the decedent

on the date of death was subject to any change through the

transferred for less than adequate consideration and in

exercise of a power by the decedent alone or in conjunc-

which the decedent retained (a) the income or right to

tion with any person to alter, amend, revoke or terminate

possession and enjoyment until the decedent’s death or

is includible in the value of the gross estate.

(b) the right, either alone or in conjunction with any person,

to designate the person(s) who shall enjoy the property

or income therefrom.

Item

Alternate

Value at Date

Number

Description

Valuation Date

Value

of Death

Total from continuation schedule(s)

Total (also enter on Recapitulation of Assets, page 2)

Schedule G

Schedule G - Transfers During Decedent'S Life

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