Form Sch B Sch B Stocks and Bonds

Form 706 (Rev. 8-2013)

Decedent’s social security number

Estate of:

SCHEDULE B—Stocks and Bonds
(For jointly owned property that must be disclosed on Schedule E, see instructions.)
Note. If the value of the gross estate, together with the amount of adjusted taxable gifts, is less than the basic exclusion amount and the
Form 706 is being filed solely to elect portability of the DSUE amount, consideration should be given as to whether you are required to
report the value of assets eligible for the marital or charitable deduction on this schedule. See the instructions and Reg. section 20.2010-2T
(a)(7)(ii) for more information. If you are not required to report the value of an asset, identify the property but make no entries in the last four
columns.
Item
number

Description, including face amount of bonds or number of shares
and par value for identification. Give CUSIP number.
If trust, partnership, or closely held entity, give EIN.

Unit value

Alternate
valuation date

Alternate value

Value at
date of death

CUSIP number or EIN,
where applicable

1

Total from continuation schedules (or additional statements) attached to this schedule
TOTAL. (Also enter on Part 5—Recapitulation, page 3, at item 2.) . . . . . . .

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(If more space is needed, attach the continuation schedule from the end of this package or additional statements of the same size.)

Schedule B—Page 10