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Form 706 - Schedule G - Revocable Transfers

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    Form 706 - Schedule G - Revocable Transfers

    A wife's husband died recently. He had set up a revocable grantor trust about a year ago. He funded the trust with their personal residence at that time. However, there were other assets that he owned which would not fund the trust until his death for his wife's benefit. Does only the personal residence get recorded on Schedule G of Form 706 under revocable transfers or do all of the assets discussed in the trust document, even the ones that don't fund the trust until the death of the husband, get recorded on Schedule G of Form 706, under the category of revocable transfers?

    #2
    Just assets in the RLT at his death go on Schedule G. The other assets would be listed elsewhere.

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