Instructions For Form 706 - United States Estate (And Generation-Skipping Transfer) Tax Return - 2011 Page 43
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43Checklist for Completing Form 706
To ensure a complete return, review the following checklist before filing Form 706.
Attachments . . .
Death Certificate
Certified copy of the will—if decedent died testate, you must attach a certified copy of the will. If not certified,
explain why.
Appraisals—attach any appraisals used to value property included on the return.
Copies of all trust documents where the decedent was a grantor or a beneficiary.
Form 2848 or 8821, if applicable.
Copy of any Form(s) 709 filed by the decedent.
Form 712, if any policies of life insurance are included on the return.
Form 706-CE, if claiming a foreign death tax credit.
Have you . . .
Signed the return at the bottom of page 1?
Had the preparer sign, if applicable?
Obtained the signature of your authorized representative on Part 4, page 2?
Entered a Total on all schedules filed?
Made an entry on every line of the Recapitulation, even if it is a zero?
Included the CUSIP number for all stocks and bonds?
Included the EIN of trusts, partnerships, and closely held entities?
Included the first 3 pages of the return and all required schedules?
Completed Schedule F? It must be filed with all returns.
Completed Part 4, line 4, on page 2, if there is a surviving spouse?
Completed and attached Schedule D to report insurance on the life of the decedent, even if its value is not
included in the estate?
Included any QTIP property received from a pre-deceased spouse?
Entered the decedent’s name, SSN, and “Form 706” on your check or money order?
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