Estate Tax (pre-TCJA) - 2018 Worksheet

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This worksheetis used to estimate a client's U.S. estate tax (IRS Form 706).

Example

A widowed decedent died with a gross estate of $9,500,000. The estate assets consisted of real estate at $9,000,000 and stocks at $500,000. Funeral expenses were $45,000 and the decedent had a mortgage of $155,000.

Field Input
Real Estate $9,000,000
Funeral expenses and administration expenses $45,000
Mortgage and liens $155,000

In this example, the estate tax is $1,324,000.

Footnote

* For individuals who died in 2017.

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