Estate Tax Form 2 - Ohio Estate Tax Return For All Resident Filings Page 5

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Information
Yes
No
1. Did the decedent die testate? ..............................................................................................................
If yes, please attach a copy of the will.
2. During the decedent’s lifetime, were there any trusts created (by the decedent or others for the decedent)? .....
If yes, please attach a copy of the trust.
3. Were any disclaimers filed or elections to take against the will made? ................................................
If yes, please attach copies of the disclaimer or election.
4. Have federal gift tax returns ever been filed? .........................................................................................
If yes, please attach copies of the returns.
5. Was a federal estate tax return required? .............................................................................................
If yes, please attach pages 1, 2 and 3 of Federal Form 706.
6. Did the decedent own any real property? .............................................................................................
If yes, please attach copies of any appraisals.
7. Marital status of the decedent at time of death:
Married
Name of surviving spouse (if applicable)
Social security number of surviving spouse
Single
Legally separated
Divorced
Widowed
Name of deceased spouse
Social Security number of deceased spouse
Date of death of deceased spouse
Case number of deceased spouse’s estate
County of deceased spouse’s estate
Yes
No
8. If widow or widower, was a qualified terminable interest property (QTIP) deduction
elected in the predeceased spouse’s estate? .....................................................................................
If yes, please read information below and complete Schedule F.
O.R.C. Section 5731.131 requires the estate to include property in which the decedent had an income interest for life for
which a marital deduction was allowed with respect to the transfer of that property under any of the following:
a. O.R.C. Section 5731.15(A)(1) (for dates of death on or before June 30, 1993)
b. O.R.C. Section 5731.15(B) (for dates of death on or after July 1, 1993)
c. I.R.C. Section 2523(f) (lifetime QTIP gift tax election)
d. Where the decedent’s predeceased spouse was not a resident of the state of Ohio but was permitted a marital
deduction under I.R.C. Section 2056(b)(7).
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