Fillable Form Ct-706/709 - Connecticut Estate And Gift Tax Return

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Department of Revenue Services

CT-706/709

Form CT-706/709

State of Connecticut

Calendar Year

PO Box 2978

Connecticut Estate and Gift Tax Return

Hartford CT 06104-2978

2005

(New 9/05)

For estates of decedents dying during calendar year 2005 and Connecticut taxable gifts made during 2005.

Donor or Decedent’s First Name and Middle Initial

Last Name

Social Security Number

• •

__ __ __

__ __

__ __ __ __

• •

Address

Number and Street

PO Box

FEIN (if applicable)

City, Town, or Post Office

State

ZIP Code

For Department Use Only

–

– 20

Mailing Address (Firm name if applicable)

Number and Street

PO Box

City, Town, or Post Office

State

ZIP Code

Attention, Care of, or Estate Represenative (if applicable)

Fiduciary’s Name and Address

Residency

Connecticut Resident

Nonresident

(Nonresident decedent’s estates only, attach Form C-3, Domicile Declaration)

Check if using this form as an amended return

(Attach an explanation.)

Amended Return

Section 1- Gift Tax Computation - to report taxable gifts made during calendar year 2005.

If the donor died during calendar year 2005, skip Section 1 and complete Section 2.

1. Current year Connecticut taxable gifts from Schedule A, Line 9

(if $2,000,000 or less, see instructions.) .......................................................................

1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9

2. For future use ..................................................................................................................

1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9

3. For future use ..................................................................................................................

1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9

4. Gift tax due (from Tax Table. See instructions.) Enter here and on Section 3, Line 13

Attach copies of federal

Section 2 – Estate Tax Computation

Forms 706 and 709 and

Decedent’s date of death:

___________

Connecticut Probate court:

______________

all supplemental documents.

5. Total gross estate for federal estate tax purposes (From federal Form 706, Part 2, Line 1.)

6. Estate tax deductions from Schedule C, Line 4 .............................................................

7. Subtract Line 6 from Line 5. ............................................................................................

8. Current year Connecticut taxable gifts from Schedule A, Line 9. (See instructions) ....

1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8

9. For future use ...................................................................................................................

1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8

10. Connecticut taxable estate. Add Line 7 and Line 8.

(if $2,000,000 or less, see instructions.) ........................................................................

10.

11. Tax due (From Tax Table for Form CT-706/709. See instructions.) ...............................

11.

12. Nonresident decedent estate only: Tax due from Schedule E, Line 5 .........................

12.

Section 3 – Calculation of Total Tax, Penalty, and Interest

13. Enter tax due (See instructions) .....................................................................................

13.

1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8

14. For future use ..................................................................................................................

14.

1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8

15. Resident decedent estate only: Credit for death taxes from Schedule D, Line 7 .............

15.

1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8

16. For future use. .................................................................................................................

16.

1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8

17. Subtract Line 15 from Line 13 (If less than zero, enter “0.”) .........................................

17.

18. Prior payments and payments made with extension request (Form CT-706/709 EXT) ...

18.

19. Refund (If Line 18 is greater than Line 17, enter amount overpaid.) ...........................

19.

20. Tax Due (If Line 17 is greater than Line 18, enter balance due.) .................................

20.

21. If paid late, enter penalty. (See instructions) ..................................................................

21.

22. If paid late, enter interest. (See instructions) ................................................................

22.

23. Total Amount Due (Add Lines 20, 21, and 22.) .............................................................

23.

Declaration: I declare under penalty of law that I have examined this return (including any accompanying schedules and statements) and, to the best of my knowledge

and belief, it is true, complete, and correct. I understand the penalty for willfully delivering a false return to DRS is a fine of not more than $5,000, or imprisonment for

not more than five years, or both. The declaration of a paid preparer other than the taxpayer is based on all information of which the preparer has any knowledge.

Sign Here

Donor or Fiduciary’s Signature

Title

Date

Telephone Number

(

)

Keep a

copy

Paid Preparer’s/Authorized Estate Representative’s Signature

Date

Preparer’s PTIN or SSN Telephone Number