Form Ct-709 - Connecticut Gift Tax Return - 2001 printable pdf download

CT-709

FORM CT-709

STATE OF CONNECTICUT

CALENDAR YEAR

DEPARTMENT OF REVENUE SERVICES

2001

CONNECTICUT GIFT TAX RETURN

(Rev. 12/01)

Social Security Number

Donor’s First Name and Middle Initial

Last Name

• •

__ __ __

• •

__ __

• •

__ __ __ __

Address

Number and Street

PO Box

FOR DEPARTMENT USE ONLY

City, Town, or Post Office

State

ZIP Code

–

– 20

Legal Residence (domicile) (county and state)

Citizenship if not U.S.

Check here if

(Attach an

Check applicable box:

Connecticut Resident

Nonresident

Amended Return

explanation)

IMPORTANT: FORM CT-709 CANNOT BE FILED AS A JOINT RETURN

SECTION 1

A. 1. If the donor died during the calendar year for which this return is filed, check here

and enter date of death

____________ 2001

2. If the donor died during the calendar year for which this return is filed and no federal estate tax return is required to be filed, check here

If the donor died during the calendar year for which this return is filed and a federal estate tax return extension was requested on federal Form

4768, Application for Extension of Time to File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes, check here

C. 1. If the donor is claiming special valuation on a gift of farmland, check here

2. If you elect under I.R.C. §529(c)(2)(B) to treat any transfers made this year to a qualified state tuition program as made ratably

over a five-year period beginning this year, check here. (See instructions)

YES

D. Is your spouse a U.S. citizen? .......................................................................................................................................

If NO, did you transfer any property to your spouse during the calendar year? ................................................................

Gifts by husband or wife to third parties – Do you consent to have the gifts made by you and your spouse to third

parties during the calendar year considered as made one-half by each of you? (See instructions) ...............................

(If the answer is NO, skip Lines F, G, and H and go to Schedule A. If the answer is YES, the following

information must be furnished and your spouse must sign the consent shown below.)

Were you married to one another during the entire calendar year? (See instructions) ..................................................

If the answer above is NO, check whether

married

divorced

widowed

Give date ____________

G. Will your spouse file a gift tax return for this calendar year? ...........................................................................................

H. Consent of Spouse – I consent to have the gifts made by me and by my spouse to third parties during the calendar year considered as made

one-half by each of us. We are both aware of the joint and several liability for tax created by the execution of this consent.

Name of consenting spouse

_______________________________ Social Security Number

_________________________

Consenting spouse’s signature _______________________________________________ Date ________________________

TAX COMPUTATION

SECTION 2

1. Taxable gifts (Schedule A, Line 13) .............................................................................................

2. Connecticut Gift Tax (See instructions) .......................................................................................

3. Payments made with extension request ....................................................................................

4. If Line 3 is greater than Line 2, enter amount overpaid (Subtract Line 2 from Line 3) ....

5. If Line 2 is greater than Line 3, enter balance of tax due (Subtract Line 3 from Line 2) ........

6. Interest (from due date of tax) ......................................................................................................

7. Penalty ............................................................................................................................................

8. Total amount due (Add Lines 5, 6, and 7) ............................................................................

Due Date: On or before April 15 following the close of the calendar year in which the

gifts were made. (For donors who died during the calendar year in which the gifts were

made, see instructions.)

Mail to: Department of Revenue Services

Make check or money order payable to: COMMISSIONER OF REVENUE SERVICES

PO Box 2978

Hartford CT 06104-2978

Write the donor’s Social Security Number and “2001 Form CT-709” on the check.

DECLARATION: I declare under penalty of law that I have examined this return (including any accompanying schedules and statements) and, to the best of my knowledge

and belief, it is true, complete, and correct. I understand that the penalty for willfully delivering a false return to DRS is a fine of not more than $5,000, or imprisonment for

not more than five years, or both. The declaration of a paid preparer other than the taxpayer is based on all information of which the preparer has any knowledge.

Sign Here

Donor’s Signature

Date

Telephone Number

(

)

Keep a

Paid Preparer’s Signature

Date

Telephone Number

Preparer’s PTIN or SSN

copy of