Form Sch O Sch O Charitable, Public, and Similar Gifts and Bequests

Form 706 (Rev. 9-2009)

Decedent’s Social Security Number

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
number

Name and address of beneficiary

Character of institution

Amount

1

Total from continuation schedules (or additional sheets) attached to this schedule
3

3

Total

4a Federal estate tax payable out of property interests listed above

4a

b Other death taxes payable out of property interests listed above

4b

c Federal and state GST taxes payable out of property interests listed above

4c

d Add items 4a, 4b, and 4c
5

Net value of property interests listed above (subtract 4d from 3). Also enter on Part 5—Recapitulation,
page 3, at item 21

4d

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