Form Ia706 - Iowa Inheritance/estate Tax Return printable pdf download

Iowa Department of Revenue

IA706 Iowa Inheritance/Estate Tax Return

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 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

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, 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)