| Name | Estate Tax Amount | Estate Marginal Tax Rate | Effective Estate Tax Rate | Amount in top Estate Tax Bracket | IRD Deduction |
|---|---|---|---|---|---|
| Sc 1 | $12,753,800.00 | 40.00% | 21.26% | $31,020,000.00 | $4,251,266.67 |
| Sc 2 | $12,753,800.00 | 40.00% | 21.26% | $31,020,000.00 | $4,251,266.67 |
| Sc 3 | $12,753,800.00 | 40.00% | 21.26% | $31,020,000.00 | $4,251,266.67 |
| Sc 4 | $12,753,800.00 | 40.00% | 21.26% | $31,020,000.00 | $4,251,266.67 |
| Sc 5 | $17,945,800.00 | 40.00% | 29.91% | $44,000,000.00 | $5,981,933.33 |
Name:Estate 401
Year
2026
# of Exemptions
1
Roth account(s) value
$10,000,000
Retirement account(s) value
$20,000,000
Taxable assets
$30,000,000
Deductions and Exemptions
$40,000
Taxable estate gifts
$10,000
Amount in top Estate Tax Bracket
$44,000,000.00
IRD Deduction
$5,981,933.33
Estate Tax Amount
$17,945,800.00
Effective Estate Tax Rate
29.91%
Estate Marginal Tax Rate
40.00%
- Amount in top Estate Tax Bracket
- Estate Tax Amount
- IRD Deduction