Form Ia 706 - Iowa Inheritance/estate Tax Return - 2013

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Iowa Department of Revenue
IA 706 Iowa Inheritance/Estate Tax Return
Decedent’s first name and middle initial
Decedent’s last name
Age at death
Date of death
Decedent’s last address (domicile at time of death)
Federal Identification Number
Decedent’s Social Security Number (SSN)
Name of Executor
Executor’s Social Security Number
Executor’s mailing address (street, city, state, ZIP)
Iowa county where will was probated or estate administered
Probate number
Attorney’s telephone number
POWER OF ATTORNEY AUTHORIZATION
Authorization is granted to the attorney listed below to receive confidential tax information under Iowa Code section 450.68, including an inheritance
tax clearance, to act as the estate’s representative before the Iowa Department of Revenue and to make written or oral presentation on behalf of
the estate.
Name of Attorney
Mailing Address
COMPUTATION OF SHARES AND TAX ON NET ESTATE
Round to nearest whole dollar
1. Real Estate from Schedules A, E, and G ................................................ 1 _________________________
2. All Other Property ....................................................................................... 2 _________________________
3. Total Gross Estate. Must equal line 35, page 2 ........................................ 3 _________________________
4. Total Allowable Deductions from line 39, page 2 ...................................... 4 _________________________
5. Net Estate. Subtract line 4 from line 3. ..................................................... 5 _________________________
6. Computation of Shares and Tax
Name and Address of Beneficiary
Age
SSN
Relationship
Share
Inheritance Tax
7. Total of Shares. Attach any additional computation sheets. ................... 7
8. TOTAL INHERITANCE TAX .......................................................................................... 8 ______________________
9. IOWA ESTATE TAX. Maximum federal credit for state death taxes for
decedents dying prior to 1/1/05 ................................................................................... 9 ______________________
10. TAX DUE. Line 8 or 9, whichever is GREATER ........................................................ 10 ______________________
11. PENALTY. See instructions - IA 706. ......................................................................... 11 ______________________
12. INTEREST .................................................................................................................... 12 ______________________
13. REFUND PER AMENDED .......................................................................................... 13 ______________________
14. TOTAL DUE. Make check(s) payable to TREASURER, STATE OF IOWA. ............ 14 ______________________
When you pay by check, you authorize the Department of Revenue to convert your check to a one-time electronic banking transaction.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct, and complete. Declaration of preparer other than the executor is based on all information of which preparer
has any knowledge. I/We grant power of attorney to the person designated above for the purpose indicated.
Signature
Capacity or Title
Date
Signature of Preparer
PTIN
Phone Number
Date
Mail to: Fiduciary/Inheritance Section, Iowa Department of Revenue,
*1360008019999*
PO Box 10467, Des Moines, IA 50306-0467
60-008a (10/09/13)

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