Form 706 - United States Estate (And Generation-Skipping Transfer) Tax Return Page 17
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41Form 706 (Rev. 8-93)
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))
Item
Description
Alternate
Alternate value
Value at date of death
number
For securities, give CUSIP number, if available.
valuation date
Total from continuation schedule(s) (or additional sheet(s)) attached to this schedule
1a Totals
1b Amounts included in gross estate (one-half of line 1a)
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 sheet.
Name
Address (number and street, city, state, and ZIP code)
A.
B.
C.
Enter
Description
Item
Percentage
Includible
Includible value at
letter for
(including alternate valuation date if any) For
number
includible
alternate value
date of death
co-tenant
securities, give CUSIP number, if available.
Total from continuation schedule(s) (or additional sheet(s)) attached to this schedule
2b Total other joint interests
3
Total includible joint interests (add lines 1b and 2b). Also enter on Part 5, Recapitulation, page
3, at item 5
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
Schedule E—Page 17
(See the instructions on the reverse side.)
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