Schedule G - Transfers During Decedent'S Life, Schedule H - Powers Of Appointment
ADVERTISEMENT
1Iowa Inheritance Tax Schedules G and H
https://tax.iowa.gov
Schedule G: Transfers during Decedent’s Life
Estate of
A. List all gifts made within three years of death. Indicate the name and relationship of the donee, and
the date gifts were made. Proof must be submitted to support any exclusion claimed.
Effective for estates of decedents dying on or after July 1, 2003, the value of completed gifts is the
net market value on the date of transfer.
Alternate
Item
Valuation
Alternate
Value at
Number
Description
Date
Value
Date of Gift
B. List all transfers in which the decedent retained a life estate or interest, or which were to take effect
in possession or enjoyment at death. List the date of the transfers, the description of the property
transferred, the consideration, if any, the value of the property at death, or the alternate value if
elected, and the name and relationship of the transferee.
Alternate
Value at
Item
Valuation
Alternate
Date of
Number
Description
Date
Value
Death
Total. Also enter on IA 706, page 2, line 32, Transfers during Decedent’s Life ................. $
Schedule H: Powers of Appointment
Alternate
Value at
Item
Valuation
Alternate
Date of
Number
Description
Date
Value
Death
Total. Also enter on IA 706, page 2, line 33, Powers of Appointment. ................................ $
If more space is needed, include additional sheets.
60-073 (07/28/16)
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial