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Ohio Free Printable ET_ScheduleM_PartII_FS_030412.indd for 2024 Ohio Schedule M Part II Bequests to Surviving Spouse

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Schedule M Part II Bequests to Surviving Spouse

Reset Form Estate of: Schedule M – Bequests to Surviving Spouse Part II – Property Interests That Are Subject to a QTIP Election Election to Deduct Qualified Terminable Interest Property Under O.R.C. Section 5731.15(B) – If a trust (or other property) meets the requirements of qualified terminable interest property and a. The trust or other property is listed on Schedule M, Part II, in whole or in part, then unless the executor specifically identifies the trust (all or a fractional portion or percentage) or other property to be excluded from the election, the executor shall be deemed to have made an election to have such trust (or other property) treated as qualified terminable interest property. Item Number b. If less than the entire value of the trust (or other property) included in the gross estate is entered as a deduction under Schedule M, Part II, the estate shall be considered to have made an election only as to a fraction of the trust (or other property). The numerator of this fraction is equal to the amount of the trust (or other property) deducted on Schedule M, Part II. The denominator is equal to the total value of the trust (or other property). Description of Property Interests Passing to the Surviving Spouse (describe portion of trust for which allocation is made) 1. Note: If you use a continuation page for Part II, be sure that it is clearly labeled as Schedule M, Part II. Total from continuation schedule(s) Total value of Schedule M, Part II (also enter on Schedule L, line 2) Schedule M, Part II Value
Extracted from PDF file 2023-ohio-form-et-2-m-ii.pdf, last modified March 2013

More about the Ohio Form ET 2-M-II Estate Tax TY 2023

We last updated the Schedule M Part II Bequests to Surviving Spouse in February 2024, so this is the latest version of Form ET 2-M-II, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form ET 2-M-II directly from TaxFormFinder. You can print other Ohio tax forms here.

Related Ohio Estate Tax Forms:

TaxFormFinder has an additional 82 Ohio income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Ohio Form ET 2-M-II.

Form Code Form Name
Form ET 24 Application for Extension of Time to File Ohio Estate Tax Return
Form ET 2-LargeEstate Estate Tax Return & Instructions for Estates With Dates of Death on or After Jan. 1, 2002 With Gross Value Over $338,333
Form ET 2 Ohio Estate Tax Return and Instructions for Dates of Death on or After July 1, 1993
Form ET 2-A Schedule A Real Estate
Form ET 2-E-I Schedule E Part I Joint & Survivorship Assets
Form ET 2-E-II Schedule E Part II Joint & Survivorship Assets
Form ET 2-I Schedule I Annuities, Pensions, Retirement and Other Employer Death Benefit Plans€
Form ET 2-L Schedule L Marital Deduction Reconciliation
Form ET 2-M-I Schedule M Part I Bequests to Surviving Spouse
Form ET 21 Application for Certificate of Release of Ohio Estate Tax Lien

Download all OH tax forms View all 83 Ohio Income Tax Forms

Form Sources:

Ohio usually releases forms for the current tax year between January and April. We last updated Ohio Form ET 2-M-II from the Department of Taxation in February 2024.

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About the Estate Tax

The IRS, and many states, impose an estate tax on the transfer of cash and property between a decedent and their beneficiaries. These taxes generally only apply to estates over a certain size threshold, generally several million dollars, and therefore only affects the largest few percent of estates in the United States.

Historical Past-Year Versions of Ohio Form ET 2-M-II

We have a total of ten past-year versions of Form ET 2-M-II in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form ET 2-M-II


2022 Form ET 2-M-II


2021 Form ET 2-M-II


2020 Form ET 2-M-II


2019 Form ET 2-M-II


2018 Form ET 2-M-II


2017 Form ET 2-M-II


2016 Form ET 2-M-II


2015 Form ET 2-M-II


Schedule M Part II Bequests to Surviving Spouse 2014 Form ET 2-M-II


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