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I think I must file a 706 form as the executor of my mother's estate. I also have to submit an inventory of assets. Does the inventory of assets require a list of stocks that were transferred to another owner during the decendent's lifetime?
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Depending on the size of the Estate you may have to file both a form 706 and a NYS Estate Tax Return.
The inventory of assets does not include gifts during the decedent's lifetime.
Joa Madonna, CPA
914 633-3500
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There should Form 709 Gift tax returns around so you don't need to.
PHILIP R. LEIB
CERTIFIED PUBLIC ACCOUNTANT
117 HILLAIR CIRCLE
WHITE PLAINS, NY 10605-4505
——————
TEL (914) 948-4811
FAX (914) 948-6062
E-mail leib999@optonline.net
Web Site http://www.PhilLeib.com
 Your Guide for Growth and Financial Security®
Member
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
IRS Circular 230 disclosure:
Any tax advice contained in this communication (including any attachments or enclosures) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed in this communication. (The foregoing disclaimer has been affixed pursuant to U.S. Treasury regulations governing tax practitioners.)
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