Schedule O (Form Rev-1649) - Deferral/election Of Spousal Trusts

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REV-1649 EX+ (01-14)
SCHEDULE O
DEFERRAL/ELECTION OF
INHERITANCE TAX RETURN
SPOUSAL TRUSTS
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
START
PART A - DEFERRING STATEMENT
For all trust assets reportable for Pennsylvania inheritance tax purposes for which a deferral of tax is chosen, the personal
representative responsible for filing the return and the trustee(s) of the trust in question hereby acknowledge the department’s
Statement of Policy set forth at 61 Pa. Code § 94.3 concerning any potential termination of the trust under 20 Pa.C.S. § 7710.1
that occurs after the return was filed.
PART B – ELECTION TO TAX AMOUNTS
Complete this section only if making the election to tax the sole use trust.
If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election
applies to the
Trust (marital, residual A, B, bypass, unified credit, etc.).
Enter the description and value of all interests for which the election is made.
DESCRIPTION
VALUE
Total
0.00
If more space is needed, insert additional sheets of the same size.
RETURN TO TOP OF PAGE
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