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Tax Schedules


Federal Estate Tax Credit Schedule


Year Exclusion Amount
2014 $5,340,000
2015 $5,430,000
2016 $5,450,000


IRS Unified Transfer Tax Rate Schedule

IRS Unified Transfer Tax Rate Schedule
From To Tax on Col. 1 Tax Rate on Excess
$0 $0 $0 18%
10,000 20,000 1,800 20%
20,000 40,000 3,800 22%
40,000 60,000 8,200 24%
60,000 80,000 13,000 26%
80,000 100,000 18,200 28%
100,000 150,000 23,800 30%
150,000 250,000 38,800 32%
250,000 500,000 70,800 34%
500,000 750,000 155,800 37%
750,000 1,000,000 248,300 39%
1,000,000 1,250,000 345,800 41%
1,250,000 1,500,000 448,300 43%
1,500,000 2,000,000 555,800 45%
2,000,000 + 780,800 48%


Gift Tax Exclusion Schedule


Year Exclusion Amount
2009 - 2012 $13,000
2013 - 2016 $14,000




Your Sarasota & Manatee Estate Tax Planner