Form Sch E Sch E Jointly Owned Property

Form 706 (Rev. 8-2013)

Decedent’s social security number

Estate of:

SCHEDULE E—Jointly Owned Property
(If you elect section 2032A valuation, you must complete Schedule E and Schedule A-1.)

PART 1. Qualified Joint Interests—Interests Held by the Decedent and His or Her Spouse as the Only Joint
Tenants (Section 2040(b)(2))
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 three
columns.
Item
number

Alternate valuation
date

Description. For securities, give CUSIP number. If trust, partnership, or closely held entity,
give EIN.

Value at
date of death

Alternate value

CUSIP number or
EIN, where
applicable

1

1a
1b

Total from continuation schedules (or additional statements) attached to this schedule .

.

.

Totals . . . . . . . . . . . . . . .
Amounts included in gross estate (one-half of line 1a) .

.
.

.
.

.
.

.
.

.
.

.
.

.
.

.
.

.
.

.
.

.
.

.
.

.

.
1a
1b

PART 2. All Other Joint Interests
2a

State the name and address of each surviving co-tenant. If there are more than three surviving co-tenants, list the additional co-tenants on an
attached statement.
Name

Address (number and street, city, state, and ZIP code)

A.
B.
C.
Item
number

Enter
letter for
co-tenant

Description (including alternate valuation date if any). For securities, give CUSIP
number. If trust, partnership, or closely held entity, give EIN

Percentage includible

Includible alternate
value

Includible value at
date of death

CUSIP number or
EIN, where
applicable

1

Total from continuation schedules (or additional statements) attached to this schedule .

.

.

2b

Total other joint interests

.

.

3

Total includible joint interests (add lines 1b and 2b). Also enter on Part 5—Recapitulation, page
3, at item 5 . . . . . . . . . . . . . . . . . . . . . . . . .

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.
2b
3

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

Schedule E—Page 13