Form Ia706 - Iowa Inheritance/estate Tax Return

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IA706
I O WA
Iowa Inheritance/Estate Tax Return
d e p a r t m e n t o f R e v e n u e a n d F i n a n c e
Decedent’s first name and middle initial
Decedent’s last name
Age at death
Date of death
Domicile at time of death
Federal Identification Number
Decedent’s Social Security Number
Name of Executor
Executor’s Social Security Number
Executor’s address (number and street, including apt. no. or rural route, city, town or post office, state and ZIP code)
Indicate 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, inheritance tax
clearance, to act as the estate’s representative before the Iowa Department of Revenue and Finance and to make written or oral presentation
on behalf of the estate.
Name of Attorney
Address (number and street, city, state and ZIP code)
COMPUTATION OF SHARES AND TAX ON NET ESTATE
1. Real Estate (from Schedules A, E and G) ................................................. 1 _________________________
2. All Other Property ......................................................................................... 2 _________________________
3. Total Gross Estate (must equal line 36, page 2) ......................................... 3 _________________________
4. Total Allowable Deductions (from line 40, 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
Social Security No.
Relationship
Share
Inheritance Tax
7. Total of Shares (attach any additional computation sheets) ...................... 7 _______________________________
8. TOTAL INHERITANCE TAX ........................................................................................... 8______________________
9. IOWA ESTATE TAX.
9______________________
Maximum Federal credit for state death taxes (line 13 of Federal 706)
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 checks payable to TREASURER, STATE OF IOWA ................. 14 ______________________
MAIL RETURN TO: Examination Section, Iowa Department of Revenue and Finance, PO Box 10467, Des Moines IA 50306-0467
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
Preparer’s ID No.
Address (include ZIP code)
Phone Number
Date
60-008a (08/15/02)

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