Form 706-Na - United States Estate (And Generationskipping Transfer) Tax Return Page 2
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Form 706-NA (Rev. 7-2011)
Page
Part III
General Information
7
Did the decedent make any transfer (of
Yes No
Yes No
property that was located in the United States
1a Did the decedent die testate? .
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at either the time of the transfer or the time of
b Were letters testamentary or of administration
death) described in sections 2035, 2036,
granted for the estate?
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2037, or 2038 (see the instructions for Form
If granted to persons other than those filing the
706, Schedule G)? .
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return, include names and addresses on page 1.
If “Yes,” attach Schedule G, Form 706.
2
Did the decedent, at the time of death, own any:
8
At the date of death, were there any trusts in
a Real property located in the United States? .
existence that were created by the decedent
b U.S. corporate stock? .
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and that included property located in the
United States either when the trust was
c Debt obligations of (1) a U.S. person, or (2) the
created or when the decedent died? .
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United States, a state or any political
subdivision, or the District of Columbia?
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If “Yes,” attach Schedule G, Form 706.
d Other property located in the United States? .
9
At the date of death, did the decedent:
3
Was the decedent engaged in business in the
a Have a general power of appointment over
United States at the date of death?
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any property located in the United States? .
b Or, at any time, exercise or release the power?
4
At the date of death, did the decedent have
access, personally or through an agent, to a
If “Yes” to either a or b, attach Schedule H, Form 706.
safe deposit box located in the United States?
10a Have federal gift tax returns ever been filed? .
5
At the date of death, did the decedent own
any property located in the United States as a
b Periods covered
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joint tenant with right of survivorship; as a
c IRS offices where filed
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tenant by the entirety; or, with surviving
spouse, as community property? .
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11
Does the gross estate in the United States
If “Yes,” attach Schedule E, Form 706.
include any interests in property transferred to
6 a Had the decedent ever been a citizen or resident
a “skip person” as defined in the instructions
of the United States (see instructions)? .
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to Schedule R of Form 706? .
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b If “Yes,” did the decedent lose U.S. citizenship or
If “Yes,” attach Schedules R and/or R-1, Form
706.
residency within 10 years of death? (see instructions)
Schedule A. Gross Estate in the United States (see instructions)
Yes No
Do you elect to value the decedent’s gross estate at a date or dates after the decedent’s death (as authorized by section 2032)?
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To make the election, you must check this box ‘‘Yes.’’ If you check ‘‘Yes,’’ complete all columns. If you check ‘‘No,’’ complete
columns (a), (b), and (e); you may leave columns (c) and (d) blank or you may use them to expand your column (b) description.
(a)
(b)
(c)
(d)
(e)
Item
Description of property and securities
Alternate
Alternate value in
Value at date of
no.
For securities, give CUSIP number
valuation date
U.S. dollars
death in U.S. dollars
1
(If you need more space, attach additional sheets of same size.)
Total
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Schedule B. Taxable Estate
Caution. You must document lines 2 and 4 for the deduction on line 5 to be allowed.
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1
Gross estate in the United States (Schedule A total) .
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2
Gross estate outside the United States (see instructions) .
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2
3
Entire gross estate wherever located. Add amounts on lines 1 and 2
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3
4
Amount of funeral expenses, administration expenses, decedent’s debts, mortgages and liens,
and losses during administration. Attach itemized schedule. (see instructions) .
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4
5
Deduction for expenses, claims, etc. Divide line 1 by line 3 and multiply the result by line 4 .
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5
6
Charitable deduction (attach Schedule O, Form 706) and marital deduction (attach Schedule M,
Form 706, and computation)
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6
7
State death tax deduction (see instructions)
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7
8
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Total deductions. Add lines 5, 6, and 7 .
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9
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Taxable estate. Subtract line 8 from line 1. Enter here and on line 1 of Part II .
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706-NA
Form
(Rev. 7-2011)
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