Estate tax analysis ledger connie samplea
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a sample of an Estate tax analysis ledger , now hiring financial planners and service pro at www.pfaonline.com Join us. Call Connie 408-854-1883 motherhealth@gmail.com
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Estate tax analysis ledger connie samplea
- 1. This analysis assumes that sampla dies in 10 years and sampleb dies 10 years later. Current Plan First Death in 2021 Gross Estate $594,342 Liabilities $0 Net Estate $594,342 Probate and Expenses $5,943 Final Expenses $0 Additional Expenses $0 Total Expenses $5,943 Adjusted Gross Estate $588,399 Deductions Marital Deduction $588,399 Trust for Spouse $0 Charitable Bequests $0 Total Deductions $588,399 Additions Post 1976 Gifts $0 Total Additions $0 Calculation of Taxes Tentative Tax Base $0 Federal Tax Before Credits $0 Post 1976 Gift Taxes Paid $0 Applicable Credit $345,800 State Tax $0 State Credit $0 Addititional Credit $0 Total Net Taxes $0 IRD Income Tax $0 Distributions Bequest to Others $0 Insurance Inside Estate $0 Insurance Outside Estate $0 Irrevocable Life Insurance Trust $0 Gifts $0 Charitable Gifts $0 Charitable Bequests $0 Life Insurance to Charity $0 Charitable Trusts $0 Family Trust $0 Grantor Retained Trusts $0 Intentionally Defective Trusts $0 Qualified Personal Residence Trusts $0 Dynasty Trusts $0 FLP $0 Income in Respect of Decedent (IRD) $0
- 2. Current Plan Second Death in 2031 Gross Estate $1,319,140 Liabilities $0 Net Estate $1,319,140 Probate and Expenses $13,191 Final Expenses $0 Additional Expenses $0 Total Expenses $13,191 Adjusted Gross Estate $1,305,949 Deductions Charitable Bequests $0 Total Deductions $0 Additions Post 1976 Gifts $0 Total Additions $0 Calculation of Taxes Tentative Tax Base $1,305,949 Federal Tax Before Credits $472,358 Post 1976 Gift Taxes Paid $0 Applicable Credit $345,800 State Tax $51,981 State Credit $51,981 QDOT Tax $0 Addititional Credit $0 Total Net Taxes $126,558 IRD Income Tax $338,318 Total to Heirs and Others Net Estate at Second Death $841,073 Bequest to Others $0 Insurance Inside Estate $0 Insurance Outside Estate $0 Irrevocable Life Insurance Trust $0 Gifts $0 Charitable Gifts $0 Charitable Bequests $0 Life Insurance to Charity $0 Charitable Trusts $0 Family Trust $0 Grantor Retained Trusts $0 Intentionally Defective Trusts $0 Qualified Personal Residence Trusts $0 Dynasty Trusts $0 FLP $0 Total to Charity $0 Total to Others $841,073 Total to Heirs and Others $841,073