Form Ia706 - Iowa Inheritance/estate Tax Return Page 2
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215. Marital status of decedent at death:
Married
Widow(er)
Single
Divorced
(the relationship of decedent’s children to surviving spouse must be furnished if decedent died intestate)
16. Were any children born to or adopted by decedent after execution of Last Will?
Yes
No
In all cases of adoption, furnish copy of decree.
17. Decedent’s occupation before death:
18. Decedent died:
Testate
Intestate
If testate, submit copy of the will.
19. Election of spouse: Submit copy of election
Under Will
Distributive Share
20. Was a disclaimer filed? If yes, submit copy of disclaimer.
Yes
No
21. Do you elect the special use valuation? If yes, complete and attach Schedule N.
Yes
No
22. Was a federal estate tax return filed? If yes, submit copy.
Yes
No
23. Do you elect to claim qualified terminal interest property (QTIP) under Iowa Code 450.3(7) and
IRC section 2056(b)(7)(B)? If yes, attach copy of Schedule M of federal estate tax return.
Yes
No
24. Do you elect to pay the federal estate tax in installments as described in IRC section 6166?
Yes
No
25. Do you elect the alternate valuations under Iowa Code section 450.37 (IRC section 2032)?
Yes
No
26. Were any of the contents of any safe deposit box which the decedent either owned or has
access to omitted from the return as part of the gross estate? If yes, attach explanation.
Yes
No
SUMMARY OF GROSS ESTATE
Attach applicable schedules only. Federal schedules may be used in place of Iowa schedules.
Alternate
Value at Date
Schedule
Value
of Death
$
$
27. A—Real Estate ........................................................................................... 27 _______________________________
28. B—Stocks and Bonds ................................................................................ 28 _______________________________
29. C—Mortgages, Notes and Cash ................................................................. 29 _______________________________
30. D—Insurance on the Decedent’s Life. Attach federal form(s) 712. .......... 30 _______________________________
31. E—Jointly Owned Property ........................................................................ 31 _______________________________
32. F—Other Miscellaneous Property .............................................................. 32 _______________________________
33. G—Transfers During Decedent’s Life ........................................................ 33 _______________________________
34. H—Powers of Appointment ........................................................................ 34 _______________________________
35. I—Annuities .............................................................................................. 35 _______________________________
36. TOTAL GROSS ESTATE. Add items 27 through 35
Total must equal line 3, page 1. ................................................................ 36 _______________________________
SUMMARY OF DEDUCTIONS — Attach Schedules J and K.
Schedule
Amount
$
37. J—Funeral Expenses and Expenses Incurred in Administering Property in Gross Estate .... 37 _______________
38. K—Debts of Decedent ............................................................................................................... 38 _______________
39. K—Mortgages and Liens ........................................................................................................... 39 _______________
40. TOTAL DEDUCTIONS. Add items 37 through 39. Enter here and on page 1, line 4. ............. 40 _______________
SUMMARY OF REAL AND PERSONAL PROPERTY LOCATED OUTSIDE OF IOWA NOT INCLUDED IN LINES 27-35
Note: This information is required.
ITEM—Description
REAL
PERSONAL
$
$
Include taxable intangible property in Schedules B through I.
TOTAL
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