Estate Tax Calculation

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scope of work template
							                    ESTATE TAX CALCULATION
                   Please Fill in Blue Fields
BANK ACCOUNTS                                    $
OUTSTANDING LOANS YOU MADE TO OTHERS             $
STOCKS, BONDS, MUTUAL FUNDS                      $
REAL ESTATE (Current Fair Market Value)          $
BUSINESS (Sole Prop, Partnership, Corporation)   $
INSURANCE PROCEEDS (Payout Amounts)              $
RETIREMENT ASSETS (401k, IRA, Keogh, 403B)       $
ANNUITIES                                        $
VEHICLES                                         $
LESS:    LOANS YOU OWE TO OTHERS
         MORTGAGE, PROPERTY TAX                  $
         CREDIT CARDS, LINES OF CREDIT           $
         LEGAL AND ADMINISTRATIVE EXP.           $
         FUNERAL EXPENSE                         $
TOTAL ESTATE                                     $            0.00
LESS: PERSONAL EXEMPTION                         (    1,000,000.00 )
LESS: AMOUNT LEFT TO SPOUSE                      (                 )
TAXABLE ESTATE                                   $   -1,000,000.00


          From $0 to $154,200             34%    $
          From $154,201 to $404,200       37%    $
          From $404,201 to $654,200       39%    $
          From $654,201 to $904,200       41%    $
          From $904,201 to $1,154,200     43%    $
          From $1,154,201 to $1,654,200   45%    $
          From $1,654,201 to $2,154,200   49%    $
          From $2,154,200                 50%    $
                    Total                        $            0.00

						
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