Educational Information
 Educational Information
 Retirement Concepts
 Life Insurance Concepts
 Estate Planning Concepts
 Basic Investment Concepts
 Calculators
 Taxes, Glossary, & Other
Estate Tax Calculator

This Estate Tax Calculator is designed to give you a simple snap-shot of possible estate taxes for an individual. For married individuals it allows for the input of property subject to the marital deduction. If the individual is not married or no marital deduction is intended or available, enter 0 in that field.

This Estate Tax Calculator has been updated to reflect the changes to the tax code made by the Economic Growth and Tax Relief Reconciliation Act of 2001. Learn more about these changes in the 2001 Tax Law Summary.
 

Personal Data

Citizenship
Indicate the citizenship status of the decedent.		  

Gross Estate
Include total estate assets at valuation date. Do NOT include post-1976 taxable gifts. Value should include insurance included in the estate and Income Received in Respect of a Decedent (IRD). An alternate method allows entry of a net estate after liabilities, expenses, charitable estate deductions and additions to estate have been considered.		      

Liabilities
Include total estate assets at valuation date. Do NOT include post-1976 taxable gifts. Value should include insurance included in the estate and Income Received in Respect of a Decedent (IRD). An alternate method allows entry of a net estate after liabilities, expenses, charitable estate deductions and additions to estate have been considered.		      

Expenses
Total deductible estate expenses, such as probate, etc.		      

Marital Deduction
Total amount of marital deduction. If Gross Estate already reflects expenses and deductions, or if not married, this amount should be 0. 		     

Post 1976 Gifts
Total prior taxable gifts.		      

Post 1976 Taxes Paid
Total taxes paid for prior gifts.		      

Year
All four digits of the calendar year for tax calculation.		      

 

Copyright 2008 © Pacific Life & Annuity Company.