Schedule Pc - Protective Claim For Refund (Form 706) Page 2
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2Form 706 (Rev. 8-2013)
Decedent’s social security number
Estate of:
A
B
C
D
E
F
Identification of the claim
Form 706
Amount, if any, deducted
Amount presently
Ancillary expenses
Amount of tax
• Name or names of the claimant(s)
estimated/
to be refunded
claimed as a
Schedule
under Treas. Reg. sections
• Basis of the claim or other description of the pending claim or
agreed upon/paid
deduction under
and Item
20.2053-1(d)(4) or 20.2053-4
expense
(Please indicate)
section 2053 for the
number
(b) or (c) for the identified
• Reasons and contingencies delaying resolution
identified claim
claim or expense
•Status of contested matters
•Attach copies of relevant pleadings or other documents
Part 3. Other Schedules PC and Forms 843 Filed by Estate
If a Schedule PC or Form 843 was previously filed by the estate, complete Part 3 to identify each claim for refund reported.
B
C
D
E
A
Indicate whether
Amount in Contest
Date filed
(1) Protective Claim for Refund;
Internal Revenue office where filed
Date of death
(2) Partial Claim for Refund; or
(3) Full and Final Claim
for Refund
1
To inquire about the receipt and/or processing of the protective claim for refund, please call (866) 699-4083.
(Rev. 8-2013)
Schedule PC—Page 30
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