Form M-706 - Massachusetts Estate Tax Return
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1
2Rev. 9/11
Massachusetts
Form M-706
Department of
Massachusetts Estate Tax Return
Revenue
For every estate with date of death on or after January 1, 2003.
Check if an amended return
Decedent’s first name and middle initial
Last name
Date of death
Social Security number
3
3
3
Street address of residence or domicile at time of death
City/Town
State
Zip
Probate court
Docket number
Check if previously filed:
3
Form M-4422
Form M-4768
Form M-4768A
3
3
Name of executor(s) (see instructions)
Designation
Telephone
Street address
City/Town`
State
Zip
Name of attorney(s) representing the estate (if any)
Telephone
Street address
City/Town
State
Zip
Power of Attorney.
Authorization to receive confidential information under MGL, Ch. 62C, s.21 and Power of Attorney.
I (We) hereby appoint the undersigned nominee, subject to written revocation, as attorney(s)-in-fact to represent the taxpayer before any office of the
Massachusetts Department of Revenue (DOR), to receive confidential information and to perform on my (our) behalf the following acts for this estate:
(Strike any of the following that are not granted.)
To receive, but not to endorse and collect, checks in payment of any refund of Massachusetts taxes, penalties or interest.
To execute waivers, closing agreements and consents extending the statutory period for assessment or collection of taxes.
To delegate authority or to substitute another representative.
Other acts (specify):
Send copies of notices and other written communications addressed to the taxpayer(s) in proceedings involving the above estate to:
Name
Telephone
Street address
City/Town
State
Zip
Signature of nominee
Date
Signature of executor, administrator, etc. Date
Do you elect to claim a marital deduction for Qualified Terminable Interest Property (QTIP) under IRC section 2056(b)(7)?
Yes
No
Declaration.
The personal representative of the estate is personally liable for transfers of estate assets before all taxes are paid.
Under penalties of perjury, I declare that to the best of my knowledge and belief this return and enclosures are true, correct and complete.
Signature(s) of executor(s), administrator(s), etc.
Date
Signature and address of preparer other than the executor(s), etc.
PTIN or SSN
Date
Mail to: Massachusetts Department of Revenue, Bureau of Desk Audit, Estate Tax Unit, PO Box 7023, Boston, MA 02204.
Note.
The Massachusetts estate tax is computed using the Internal Revenue Code (IRC) in effect on December 31, 2000. Changes to the
IRC enacted after December 31, 2000 do not affect the computation of the Massachusetts estate tax. All references to the U.S. Form 706 are
to the form with a revision date of July 1999. This form and instructions are available from DOR’s website at All estates
are required to submit a completed U.S. Form 706 with a revision date of July 1999 in addition to the Massachusetts Form M-706. If the estate
is required to file a current U.S. Form 706, attach a copy of that return, with all attachments, in addition to the U.S. Form 706 with a revision
date of July 1999 and the Massachusetts Form M-706. For Privacy Act Notice see instructions.
Form code: 650
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