Form Sch I Sch I Annuities

Form 706 (Rev. 8-2013)

Decedent’s social security number

Estate of:

SCHEDULE I—Annuities
Note. Generally, no exclusion is allowed for the estates of decedents dying after December 31, 1984 (see instructions).

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 entries in the last three
columns.

A

Are you excluding from the decedent’s gross estate the value of a lump-sum distribution described in section
2039(f)(2) (as in effect before its repeal by the Deficit Reduction Act of 1984)? . . . . . . . . . . . .
If “Yes,” you must attach the information required by the instructions.

Item
number

Description.
Show the entire value of the annuity before any exclusions

Alternate valuation
date

Includible alternate
value

Yes No
.
Includible value at
date of death

1

Total from continuation schedules (or additional statements) attached to this schedule . .
TOTAL. (Also enter on Part 5—Recapitulation, page 3, at item 9.) . . . . . . . . .
(If more space is needed, attach the continuation schedule from the end of this package or additional statements of the same size.)

Schedule I—Page 16