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Form 706-GS(T) Generation-Skipping Transfer Tax Return For Terminations
▶ Use for terminations made after December 31, 2012. OMB No. 1545-1145
(Rev. November 2013) ▶ For calendar year .
Department of the Treasury ▶ Information about Form 706-GS(T) and its separate instructions is at www.irs.gov/form706gst.
Internal Revenue Service
Part I General Information
1a Name of trust 1b Trust’s employer identification number (see instructions)
2a Name of trustee
2b Trustee’s address (number and street or P.O. box; apt. or suite no.; city, town or post office; state and ZIP code) If you have a foreign address, also complete the spaces
below (see instructions).
Foreign country name Foreign province/county Foreign postal code
Part II Trust Information (see the instructions)
Sch. A
Yes No
3 Has any exemption been allocated to this trust by reason of the deemed allocation rules of number(s)
section 2632? If “Yes,” describe the allocation on the line 7, Schedule A, attachment showing
how the inclusion ratio was calculated . . . . . . . . . . . . . . . . . . . .
4 Has property been contributed to this trust since the last Form 706-GS(T) or 706-GS(D-1) was
filed? If “Yes,” attach a schedule showing how the inclusion ratio was calculated . . . . . .
5 Have any terminations occurred that are not reported on this return because of the exceptions
in section 2611(b)(1) or (2) relating to medical and educational exclusions and prior payment of
Generation-Skipping Transfer (GST) tax? If “Yes,” attach a statement describing the termination .
6 Have any contributions been made to this trust that were not included in calculating the trust’s
inclusion ratio? If “Yes,” attach a statement explaining why the contribution was not included . .
7 Has the special QTIP election in section 2652(a)(3) been made for this trust? . . . . . . .
8 If this is not an explicit trust (see the instructions under Who Must File), check here and attach a statement describing the
trust arrangement that makes its effect substantially similar to an explicit trust . . . . . . . . . . . . . . ▶
Part III Tax Computation
9a Summary of attached Schedules A (see instructions for line 9b) GST tax
Schedule A No. (from Sch. A, line 10)
1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a1
2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a2
3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a3
4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a4
5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a5
6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a6
9b Total from all additional Schedules A, in excess of six, attached to this form . . . . . . . ▶ 9b
10 Total GST tax (add lines 9a1 through 9b) . . . . . . . . . . . . . . . . . . . 10
11 Payment, if any, made with Form 7004 . . . . . . . . . . . . . . . . . . . . 11
12 Tax due. If line 10 is larger than line 11, enter the amount owed . . . . . . . . . . . . 12
13 Overpayment. If line 11 is larger than line 10, enter amount to be refunded . . . . . . . . 13
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct, and complete. Declaration of preparer other than fiduciary is based on all information of which preparer has any
Sign ▲knowledge.
Here
Signature of fiduciary or officer representing fiduciary Date
Print/Type preparer’s name Preparer's signature Date PTIN
Paid Check if
self-employed
Preparer
Use Only Firm’s name ▶ Firm's EIN ▶
Firm's address ▶ Phone no.
For Paperwork Reduction Act Notice, see separate instructions. Cat. No. 10329M Form 706-GS(T) (Rev. 11-2013)
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