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Weekly Map: Inheritance and Estate Tax Rates and Exemptions

By: Nick Kasprak

This week's map shows inheritance and estate tax rates and exemptions as of January 1, 2013. Estate taxes are levied on the estate itself prior to transfer; inheritance taxes are levied on the transfer of wealth based on the recipient's relationship to the decendent. New Jersey and Maryland are notable for having both an estate taxAn estate tax is imposed on the net value of an individual’s taxable estate, after any exclusions or credits, at the time of death. The tax is paid by the estate itself before assets are distributed to heirs. and an inheritance taxAn inheritance tax is levied upon an individual’s estate at death or upon the assets transferred from the decedent’s estate to their heirs. Unlike estate taxes, inheritance tax exemptions apply to the size of the gift rather than the size of the estate. .

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View previous maps here.

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