Form Sch G Sch G Transfers During Decedent�s Life

Form 706 (Rev. 9-2009)

Decedent’s Social Security Number

Estate of:

SCHEDULE G—Transfers During Decedent’s Life
(If you elect section 2032A valuation, you must complete Schedule G and Schedule A-1.)
Item
number

A.

Description. For securities, give CUSIP number. If trust,
partnership, or closely held entity, give EIN

Gift tax paid or payable by the decedent or the estate for all gifts
made by the decedent or his or her spouse within 3 years before
the decedent’s death (section 2035(b))
Transfers includible under section 2035(a), 2036, 2037, or 2038:

B.
1

Alternate
valuation date

Alternate value

Value at date of death

X X X X X

Total from continuation schedules (or additional sheets) attached to this schedule
TOTAL. (Also enter on Part 5—Recapitulation, page 3, at item 7.)

SCHEDULE H—Powers of Appointment
(Include “5 and 5 lapsing” powers (section 2041(b)(2)) held by the decedent.)
(If you elect section 2032A valuation, you must complete Schedule H and Schedule A-1.)
Item
number

Description

Alternate
valuation date

Alternate value

Value at date of death

1

Total from continuation schedules (or additional sheets) attached to this schedule
TOTAL. (Also enter on Part 5—Recapitulation, page 3, at item 8.)
(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 Schedules G and H are in the separate instructions.)

Schedules G and H—Page 21