Instructions For Form 706 - 2016 Page 53
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54Checklists for Completing Form 706
To ensure a complete return, review the following checklists 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.
Copy of Line 7 worksheet, if applicable.
Form 712, if any policies of life insurance are included on the return.
Form 706-CE, if claiming a foreign death tax credit.
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