Form Sch I Sch I Annuities

Form 706 (Rev. 9-2009)

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 page 17 of the instructions).

A Are you excluding from the decedent’s gross estate the value of a lump-sum distribution described in section Yes No
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

Includible
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 9.)
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
Schedule I—Page 22
(The instructions to Schedule I are in the separate instructions.)