Iowa Inheritance Tax Schedule E
Jointly Owned Property
https://tax.iowa.gov
Estate of
Part I
Qualified joint interest: Interests held by the decedent and their spouse as the only joint tenants.
Alternate
Value at
Item
Valuation
Alternate
Date of
Number
Description
Date
Value
Death
1(a) Totals.................................................................................................. $
$
1(b) Amounts included in gross estate including decedent’s ½ value.
If less than 50%, provide proof of contribution. ................................... $
$
Part II All other joint interests
2(a) State the name, relationship and address of each surviving co-tenant. If there are more than three
surviving co-tenants, then list the other co-tenants on an additional sheet.
Name
Relationship
Address (street, city, state, ZIP)
A.
B.
C.
2(b) Percentage included must be 100%. If less than 100%, provide proof of contribution.
Enter
Includable
Item
Letter for
Description (include
Percentage
Includable
Value at Date
Number
Co-tenant
alternate value date, if any)
Includable
Alternate Value
of Death
2(c) Total other joint interests .............................................................. $
$
Total includable joint interests. Add lines 1(b) and 2(c). ...................... $
$
Enter totals on IA 706, page 2, line 30, Jointly Owned Property.
If more space is needed, include additional sheets.
60-005 (06/22/16)