Iowa Inheritance Tax Schedule B
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1Iowa Department of Revenue
Iowa Inheritance Tax Schedule B
https://tax.iowa.gov
Stocks and Bonds
Estate of:___________________________________________________________
Dividends which have been declared as of the date of death must also be reported on this schedule for
stocks listed herein. Jointly owned property must be disclosed on Schedule E.
In the description include identifying name of issuer, instrument or shares, CUSIP number, face amount
of bonds or number of shares, and par value where needed for identification. List Pay on Death
beneficiaries with the corresponding Pay on Death stocks and bonds.
Alternate
Value at
Item
Unit
Valuation
Alternate
Date of
Number
Description
Value
Date
Value
Death
Total ...................................................................................................... $ ________ $ ________
Enter totals on IA 706, page 2, line 27, Stocks and Bonds.
If more space is needed, include additional sheets.
60-003 (06/23/15)
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