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  2. Estate tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Estate_tax_in_the_United...

    The federal estate tax does not apply to such a person's estate. A person who became a U.S. citizen otherwise even though resident in a U.S. territory at the time of death is subject to estate tax. [47] For U.S. estate tax purposes, a U.S. resident is someone domiciled in one of the United States or the District of Columbia at the time of death ...

  3. Estate Tax Rates, Limits, Exemptions and Other Rules ... - AOL

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  4. Estate Tax Rates, Limits, Exemptions and Other Rules ... - AOL

    www.aol.com/estate-tax-rates-limits-exemptions...

    The federal estate tax exemption — also referred to as the estate tax exclusion — is $11.7 million per person as of 2021. A married couple can effectively leave behind $23.4 million combined.

  5. Inheritance Tax: What It Is, Who Pays and State-Specific Rules

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    Estate taxes are charged to an estate that surpassed the lifetime gift and estate tax exemption. This is a federal tax, but some states may also charge an estate tax as well. ... No inheritance ...

  6. Economic Growth and Tax Relief Reconciliation Act of 2001

    en.wikipedia.org/wiki/Economic_Growth_and_Tax...

    The estate tax unified credit exclusion, which was $675,000 in 2001 but scheduled to increase by steps to $1,000,000 in 2006, was increased to $1,000,000 in 2002, $1,500,000 in 2004, $2,000,000 in 2006, and $3,500,000 in 2009, with repeal of the estate tax and generation-skipping tax scheduled for 2010. The maximum estate tax, gift tax, and ...

  7. Gift tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Gift_tax_in_the_United_States

    Moreover, this was directly at the expense of state tax revenues and future federal tax revenues. [18] The primary beneficiaries were the wealthiest citizens, whom the estate tax was supposedly designed to target since only they had enough money to make large gifts freely. [19] This was the express intention. [20]

  8. Estate Tax vs. Inheritance Tax: What’s the Difference? - AOL

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    For example, the federal estate tax rate ranges from 18% to 40%, depending on the estate’s value. ... For instance, in Pennsylvania, direct descendants (children, grandchildren) pay a 4.5% tax ...

  9. United States trust law - Wikipedia

    en.wikipedia.org/wiki/United_States_trust_law

    Under current federal estate tax law, in 2008, individuals that own interests in any property (individually owned, jointly held, or otherwise) which exceeds a fair market value of $2 million is subject to the estate tax at death; in 2009, the amount is $3.5 million. In 2010 there is no federal estate tax unless Congress acts.