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ESTATE TAX INFORMATION Name DOB SIN Mailing Address DOD Name of Executor Phone Number Will Death Certificate Probate Assets & Liabilities All tax slips (including RESP) (if Rasps, warn client) 1013

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How to fill out estate tax information

01

Gather all necessary documents, including the decedent's will, financial statements, and asset records.

02

Determine the total value of the estate, including both probate and non-probate assets.

03

Fill out Form 706, the Estate Tax Return, providing detailed information about the decedent, their assets, and any applicable deductions.

04

Attach all required schedules and supporting documentation to the tax return.

05

Calculate the estate tax liability using the appropriate tax rate and any available exemptions or credits.

06

Pay the estate tax liability by the due date or request an extension if needed.

07

File the completed and signed Form 706 with the Internal Revenue Service (IRS) and keep copies for your records.

08

Consult with a tax professional or estate planning attorney to ensure accurate and proper completion of the estate tax forms.

Who needs estate tax information?

01

Individuals who are responsible for administering the estate of a deceased person may need to fill out estate tax information.

02

This typically includes executors or administrators appointed by a court, as well as personal representatives named in the decedent's will.

03

Depending on the value of the estate and applicable tax laws, it may also be necessary for beneficiaries or heirs to provide estate tax information.

04

Additionally, individuals who have been entrusted with managing a trust or handling the financial affairs of a deceased person may need to fulfill estate tax obligations.

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What is estate tax information?

Estate tax information is information regarding the assets and liabilities of a deceased individual's estate, used to calculate the estate tax owed.

Who is required to file estate tax information?

The executor or personal representative of the deceased individual's estate is required to file estate tax information.

How to fill out estate tax information?

Estate tax information is typically filled out using IRS Form 706, which requires detailed information about the deceased individual's assets, liabilities, and deductions.

What is the purpose of estate tax information?

The purpose of estate tax information is to calculate the estate tax owed by the deceased individual's estate.

What information must be reported on estate tax information?

Information such as the value of the deceased individual's assets, debts owed by the estate, and any allowable deductions must be reported on estate tax information.

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