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United States · Bill · S

S. 2169 (98th)

A bill to create permanent rules for reforming instruments governing charitable bequests.

openUnited States· United States Congress· EN

Introduced

18 November 1983

Last action

Status

Committee on Finance requested executive comment from OMB, Treasury Department.

Sponsors

Subjects

Discovery layer

Source updated

3 January 2025

Summary

Amends the Internal Revenue Code to provide a permanent rule for the reformation of charitable split interest instruments for purposes of meeting the requirement for the tax deduction for gifts of split interests to charity. Requires that the charitable and noncharitable interests in the split interest trust generally remain the same before and after the reformation. Treats the premature death of an income beneficiary of a charitable remainder trust as the equivalent of a reformation.

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Documents

1 official file

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Sources

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