Form F-706 - Florida Estate Tax Return For Residents, Nonresidents, And Nonresident Aliens

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F-706

Mail to:

Florida Estate Tax Return

R. 10/13

Florida Department of Revenue

PO Box 6460

Rule 12C-3.008

for Residents, Nonresidents, and

Florida Administrative Code

Tallahassee, FL 32399-6460

Effective 01/14

Nonresident Aliens

❏

Check here if amended return

Decedent’s name (first name, middle initial, and last name)

Decedent’s social security number*

RDS validation only - Do not write or stamp in this space

Residence (domicile) at time of death (county and state or foreign country)

Date of death

Name of personal representative or person in possession of decedent’s property

Phone number

Address

Name of attorney for estate, if any

Phone number

Please reply to (check one):

❏

Personal representative

❏

Address

Attorney for estate

❏

Preparer

PART I

FLORIDA RESIDENTS

Credit for state death taxes (from federal Form 706)

1.___________________________

Estate, inheritance, or other death taxes properly paid to other states (proof of payment must be submitted)

2.___________________________

Estate tax previously paid to Florida

3.___________________________

Estate tax due or overpayment to Florida (subtract Line 2 from Line 1; if the result is a negative

number, use zero; subtract line 3 from the result) – Enter on Line 19, Part IV

4.___________________________

PART II NONRESIDENTS

Credit for state death taxes (from federal Form 706)

5.___________________________

Gross value of Florida assets included in gross estate (from federal Form 706, applicable schedules)

6.___________________________

Gross value of entire federal estate (from federal Form 706)

7.___________________________

Portion of gross federal estate value attributable to Florida (Line 6 divided by Line 7 - round to 7 digits)

8.___________________________

Estate tax payable to Florida (Line 5 times Line 8)

9.___________________________

10.

Estate tax previously paid to Florida

10.___________________________

11.

Estate tax due or overpayment to Florida (subtract Line 10 from Line 9) – Enter on Line 19, Part IV

11.___________________________

PART III NONRESIDENT ALIENS

12.

Credit for state death taxes (from federal Form 706-NA)

12.___________________________

13.

Gross value of taxable property in Florida

13.___________________________

14.

Gross value of property taxable in U.S. (from Schedule B of federal Form 706-NA)

14.___________________________

15.

Portion of U.S. property attributable to Florida (Line 13 divided by Line 14 - round to 7 digits)

15.___________________________

16.

Estate tax payable to Florida (Line 12 times Line 15)

16.___________________________

17.

Estate tax previously paid to Florida

17.___________________________

18.

Estate tax due or overpayment to Florida (subtract Line 17 from Line 16) – Enter on Line 19, Part IV

18.___________________________

PART IV CALCULATION OF AMOUNT DUE OR OVERPAYMENT

19.

Tax due or overpayment (if overpayment, enter on Line 23)

19.___________________________

20.

Penalty if applicable (see instructions)

20.___________________________

21.

Interest on underpayment if applicable (see instructions)

21.___________________________

22.

Total amount due (add Lines 19, 20, and 21)

22.

Overpayment to be refunded

23.

Under penalties of perjury, I declare that I have examined this return, including any additional sheets attached, and to the best of my knowledge and

belief, it is true, correct, and complete. Declaration of preparer other than the personal representative is based on all information of which the preparer

has any knowledge [ss. 92.525(1)(b); 213.37; 837.06, Florida Statutes (F.S.)].

__________________________________________________________________

Signature of personal representative

Date

Signature of preparer other than personal representative

Date

Name ___________________________________________________________

Address _________________________________________________________

(Print name of preparer)

(of preparer)

Phone __________________________________________________________

City/State/ZIP ____________________________________________________