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

Form 706 (Rev. 8-2013)

Decedent’s social security number

Estate of:

SCHEDULE O—Charitable, Public, and Similar Gifts and Bequests
Note. If the value of the gross estate, together with the amount of adjusted taxable gifts, is less than the basic exclusion amount and the
Form 706 is being filed solely to elect portability of the DSUE amount, consideration should be given as to whether you are required to
report the value of assets eligible for the marital or charitable deduction on this schedule. See the instructions and Reg. section 20.2010-2T
(a)(7)(ii) for more information. If you are not required to report the value of an asset, identify the property but make no entry in the last
column.
Yes

1a

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

No

If the transfer was made by will, has any action been instituted to contest or have interpreted any of its provisions
affecting the charitable deductions claimed in this schedule? . . . . . . . . . . . . . . . . . .
If ‘‘Yes,’’ full details must be submitted with this schedule.

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

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Name and address of beneficiary

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Amount

Character of institution

1

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

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4d

4a

b Other death taxes payable out of property interests listed above .

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4b

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

4c

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Federal estate tax payable out of property interests listed above .

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4a

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Total

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

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3

c

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Net value of property interests listed above (subtract 4d from 3). Also enter on Part 5—Recapitulation,
page 3, at item 22 . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
(If more space is needed, attach the continuation schedule from the end of this package or additional statements of the same size.)
5

Schedule O—Page 21