19 December 2000 Internal T.I. 2000-0054467 F - VALEUR DU DON D'UNE POLICE D'ASSURANCE -- summary under Total Charitable Gifts

In rejecting the proposition that the present value of the insured sum for a life insurance policy (rather than its cash surrender value) to be assigned to a registered charity on death can be considered a charitable donation, the Directorate stated:

[T]he proceeds of the life insurance policy never formed part of the deceased's patrimony and, consequently, we cannot consider that there was a gift on his part of an amount equal to the present value of the insured sum.

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