Form 706 - United States Estate (And Generation-Skipping Transfer) Tax Return Page 13
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31Form 706 (Rev. 8-2013)
Decedent’s social security number
Estate of:
SCHEDULE E—Jointly Owned Property
(If you elect section 2032A valuation, you must complete Schedule E and Schedule A-1.)
PART 1. Qualified Joint Interests—Interests Held by the Decedent and His or Her Spouse as the Only Joint
Tenants (Section 2040(b)(2))
Note. If the value of the gross estate, together with the amount of adjusted taxable gifts, is less than the basic exclusion amount and the
Form 706 is being filed solely to elect portability of the DSUE amount, consideration should be given as to whether you are required to
report the value of assets eligible for the marital or charitable deduction on this schedule. See the instructions and Reg. section 20.2010-2T
(a)(7)(ii) for more information. If you are not required to report the value of an asset, identify the property but make no entries in the last three
columns.
Item
Description. For securities, give CUSIP number. If trust, partnership, or closely held entity,
Alternate valuation
Value at
Alternate value
number
give EIN.
date
date of death
CUSIP number or
EIN, where
applicable
1
Total from continuation schedules (or additional statements) attached to this schedule .
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1a
1a
Totals .
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1b
Amounts included in gross estate (one-half of line 1a) .
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1b
PART 2. All Other Joint Interests
2a
State the name and address of each surviving co-tenant. If there are more than three surviving co-tenants, list the additional co-tenants on an
attached statement.
Name
Address (number and street, city, state, and ZIP code)
A.
B.
C.
Enter
Item
Description (including alternate valuation date if any). For securities, give CUSIP
Includible alternate
Includible value at
Percentage includible
letter for
number
number. If trust, partnership, or closely held entity, give EIN
value
date of death
co-tenant
CUSIP number or
EIN, where
applicable
1
Total from continuation schedules (or additional statements) attached to this schedule .
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2b
Total other joint interests
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2b
3
Total includible joint interests (add lines 1b and 2b). Also enter on Part 5—Recapitulation, page
3
3, at item 5
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(If more space is needed, attach the continuation schedule from the end of this package or additional statements of the same size.)
Schedule E—Page 13
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