Peterson Wealth Services Inc.
Billy Peterson, CFP®
Shaun R. Peterson, FA
1523 East Skyline Dr
Suite C
So. Ogden, UT 84405
801-475-4002
Fax:801-475-4015
Billy.Peterson@Raymondjames.com
petersonwealthservices.com
 
 




Federal Estate Tax Estimator
Federal Estate Tax Estimator

Enter year of death (or project estate tax based upon tax provisions for year entered).

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Enter amount of gross estate minus the qualified conservation easement exclusion and any deductions, including state death taxes.

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Enter amount of post-1976 taxable gifts unless gift is includable in gross estate.

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Enter gift tax calculated using year of death estate tax rates minus available unified credit in year of gift.

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Enter amount of the unified credit applicable exclusion amount unused by the last deceased spouse of the surviving spouse whose estate tax is being calculated here. Both spouses must die after 2010.



This is a hypothetical example intended for illustration purposes only.

This calculator calculates estate tax based upon a taxable estate that you input. It does not show any amounts that may pass to heirs outside the taxable estate, including any additional amounts that may pass to a surviving spouse using the marital deduction. It is possible there is other property from which the estate tax could be collected.

The only credit considered by this calculator is the unified credit (applicable credit amount).

The deceased spousal unused exclusion amount is available only for estates of decedents dying in 2011 or later and only if an election is made. This calculator reduces the deceased spousal unused exclusion amount used to calculate the unified credit if the amount entered exceeds the basic exclusion amount for the year of death entered.

This calculator does not calculate state death taxes owed. The taxable estate entered should be as reduced by any deduction for state death taxes. Any state taxes could reduce the amount available for heirs.



This information, developed by an independent third party, has been obtained from sources considered to be reliable, but Raymond James Financial Services, Inc. does not guarantee that the foregoing material is accurate or complete. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Investments mentioned may not be suitable for all investors. The material is general in nature. Past performance may not be indicative of future results. Raymond James Financial Services, Inc. does not provide advice on tax, legal or mortgage issues. These matters should be discussed with the appropriate professional.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
 


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