Form 150-104-004 - Schedule Osmp - Oregon Special Marital Property - 2015 Page 2
Download a blank fillable Form 150-104-004 - Schedule Osmp - Oregon Special Marital Property - 2015 in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form 150-104-004 - Schedule Osmp - Oregon Special Marital Property - 2015 with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2Clear This Page
17531501020000
Schedule OSMP
Consent to Establishment of
Oregon Special Marital Property
For use with Form OR706
Election to be signed by all permissible distributees except the surviving spouse: Each of the undersigned acknowledge
and consent to a portion of the___________________________________________________ (name of trust or other property
interest) being set aside as a separate share or trust in order to qualify for the Oregon special marital property election in
accordance with ORS 118.013, for the primary purpose of reducing or eliminating the Oregon estate tax due on the estate of
_______________________ (name of decedent). The undersigned together with the surviving spouse constitute all of the per-
sons living on the date of this election who may be entitled to a distribution during the lifetime of the surviving spouse from
the ___________________________________________________ (name of trust or other property interest). Each of the under-
signed, both on behalf of the undersigned and on behalf of the unborn lineal descendants of the undersigned, irrevocably agrees
to release all rights to any current interest in the Oregon special marital property during the lifetime of the surviving spouse.
Each of the undersigned agrees that all other provisions of the ____________________________________________________
(name of trust or other property interest) shall remain in effect and that, upon the death of the surviving spouse, any re-
maining Oregon special marital property shall be distributed as otherwise provided in the trust or other property interest.
Signature of: _________________________________________________________________________ (permissible distributee)
Signature of: _________________________________________________________________________ (permissible distributee)
Signature of: _________________________________________________________________________ (permissible distributee)
Signature of: _________________________________________________________________________ (permissible distributee)
If more signature lines are needed, include a continuation schedule.
Subscribed and sworn to before me this ______ day of __________________ , 2_______.
________________________________________
Notary Public of Oregon
My commission expires: __________________________________________
Election to be signed by the surviving spouse: I am the surviving spouse of _______________________ (name of dece-
dent). I acknowledge and consent to a portion of the ____________________________________________________ (name of
trust or other property interest) being set aside as a separate share or trust in order to qualify as Oregon special marital
property under ORS 118.013, for the primary purpose of reducing or eliminating the Oregon estate tax due on the estate of
___________________ (name of decedent). I, together with all of the other individuals executing the election in accordance
with ORS 118.013, constitute all of the persons living on the date of this election who are permissible distributees or who
may be entitled to a distribution from the Oregon special marital property to which this election applies. I agree that all
other terms, conditions and provisions that apply to the ___________________________________________________ (name
of trust or other property interest) shall apply to the Oregon special marital property to which this election applies, and that
upon my death, any remaining Oregon special marital property shall be distributed as otherwise provided in the trust or
other property interest.
Signature of: _________________________________________________________________________ (surviving spouse)
Subscribed and sworn to before me this ______ day of __________________ , 2_______.
________________________________________
Notary Public of Oregon
My commission expires: __________________________________________
Include the Oregon only Schedule M and Schedule OSMP calculation, with Form OR706
150-104-004 (Rev. 07-15)
Schedule OSMP for Form OR706, page 2 of 2
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Legal