Form 60-003 - Iowa Inheritance/estate Tax Schedule B Stocks And Bonds
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1Iowa Department of Revenue
Iowa Inheritance/Estate Tax Schedule B
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.
Description including identifying name of issue, instrument or
Item
Alternate
Value at
shares, CUSIP#, face amount of bonds or number of shares,
Alternate
No.
Death
and par value where needed for identification. List Paid on Death
Unit Value
Valuation Date
Value
Date of
beneficiaries with corresponding Paid on Death stocks and bonds.
TOTAL. Also enter on IA 706, page 2, line 28, Stocks and Bonds. ...................................
If more space is needed, attach additional sheets.
60-003 (09/20/11)
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