Schedule L - Marital Deduction Reconciliation, Schedule M - Bequests To Surviving Spouse
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Estate of:
Schedule L – Marital Deduction Reconciliation
1. Enter the total of Schedule M, Part I (property interests passing outright to the surviving
spouse that are NOT subject to a QTIP election) .............................................................. $
2. Enter the total of Schedule M, Part II (property interests passing to the surviving spouse
for which a QTIP election was made) ................................................................................ $
3. Add lines 1 and 2 and enter total here and on Recapitulation of Deductions, Schedule L,
page 2 ................................................................................................................................ $
Schedule M – Bequests to Surviving Spouse
Part I – Property Interests That Are Not Subject to a QTIP Election
Qualifi ed Terminable Interest Property (QTIP) Deduc-
Complete this schedule indicating the assets passing to
tion – If you elect a QTIP deduction under O.R.C. Section
the surviving spouse. (Note: Itemization is not necessary
5731.15, you must list on Part II of Schedule M all of the
where spouse receives entire estate outright.)
property for which you are making the election.
If provision has not been made by the decedent’s will for the
debts and expenses of administration, the spouse’s interest
in the residue could be reduced for these expenses.
Item
Description of Net Property Interests Passing to the Surviving spouse
Value
Number
1.
Total from continuation schedule(s)
Total value of Schedule M, Part I (also enter on Schedule L, line 1, page 16)
Schedule M, Part I
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