5b
Document Sample
Estate Tax Returns Filed for 2001 Decedents
Making Charitable Bequests, and
Recipients of Charitable Bequests,
by Sex and Marital Status of Decedent
Revised October 2007
[All figures are estimates based on a sample--money amounts
are in thousands of dollars.]
Type of recipient
Net worth [1] Gross charitable bequests Arts, culture, and
Education Environmental and animals
Sex, marital status humanities
Number Amount Number Amount Number Amount Number Amount Number Amount
(1) (2) (3) (4) (5) (6) (7) (8) (9) (10)
All Decedents 18,936 63,091,008 18,936 20,435,256 1,842 671,322 6,432 3,734,069 1,824 465,379
Married 3,073 20,683,373 3,073 6,989,972 237 72,249 1,056 384,121 121 40,981
Widow or widower 10,889 31,898,462 10,889 9,514,823 1,139 371,112 3,499 2,450,310 1,180 267,773
Single 4,011 7,987,820 4,011 3,133,183 415 195,860 1,458 773,066 440 114,755
Other [2] 962 2,521,353 962 797,278 51 32,102 419 126,572 84 41,870
Female Decedents 11,675 31,177,889 11,675 9,156,456 1,152 298,678 3,792 2,246,252 1,330 336,772
Married 849 2,999,017 849 453,912 69 18,072 266 111,464 55 12,040
Widow 8,012 22,900,888 8,012 6,711,866 847 168,518 2,427 1,728,981 888 225,724
Single 2,274 4,125,341 2,274 1,625,957 206 86,635 845 339,576 330 76,480
Other [2] 540 1,152,644 540 364,721 30 25,453 254 66,231 57 22,528
Male Decedents 7,261 31,913,119 7,261 11,278,800 690 372,644 2,640 1,487,817 494 128,607
Married 2,225 17,684,356 2,225 6,536,060 168 54,176 790 272,656 66 28,941
Widower 2,877 8,997,574 2,877 2,802,957 292 202,594 1,072 721,329 292 42,049
Single 1,738 3,862,480 1,738 1,507,226 210 109,225 613 433,491 109 38,275
Other [2] 422 1,368,710 422 432,557 21 6,649 165 60,340 27 19,342
NOTE: Detail may not add to total due to rounding.
* Estimates should be used with caution because of the small number of sample returns
on which they were based.
** Data were combined to prevent disclosure of individual taxpayer data.
[1] Net worth is calculated as "total gross estate for tax purposes"
less "debts and mortgages." Negative values of net worth were constrained to zero.
[2] "Other" category includes divorced, legally separated, or marital status unknown.
Source: IRS, Statistics of Income Division, October 2007.
Estate Tax Returns Filed for 2001 Decedents
Making Charitable Bequests, and
Recipients of Charitable Bequests,
by Sex and Marital Status of Decedent
Revised October 2007
[All figures are estimates based on a sample--money amounts
are in thousands of dollars.]
Type of recipient
Health Human services International, foreign affairs Public societal benefit Religion related Mutual, membership benefit
Sex, marital status
Number Amount Number Amount Number Amount Number Amount Number Amount Number Amount
(11) (12) (13) (14) (15) (16) (17) (18) (19) (20) (21) (22)
All Decedents 5,580 1,699,720 5,575 994,630 254 49,951 3,712 10,097,773 11,057 1,815,778 542 21,061
Married 660 116,177 613 63,644 * 27 * 1,672 689 6,055,308 1,604 120,782 98 854
Widow or widower 3,426 1,122,892 3,527 647,308 115 18,986 2,286 3,073,140 6,622 1,079,422 347 16,526
Single 1,329 421,810 1,193 222,804 ** 113 ** 29,293 545 702,352 2,501 550,857 ** 97 ** 3,681
Other [2] 165 38,840 242 60,873 ** ** 193 266,973 331 64,717 ** **
Female Decedents 3,835 1,269,813 3,646 626,298 142 26,273 2,044 2,796,717 7,114 1,208,487 311 12,167
Married 205 34,692 201 20,327 *6 * 257 118 171,281 576 40,508 27 255
Widow 2,653 870,802 2,681 454,815 88 17,366 1,569 2,242,686 4,816 790,023 230 8,722
Single 873 331,841 633 123,850 ** 48 ** 8,650 271 230,269 1,521 357,862 ** 54 ** 3,190
Other [2] 104 32,479 132 27,306 ** ** 86 152,480 201 20,095 ** **
Male Decedents 1,745 429,906 1,929 368,332 112 23,678 1,668 7,301,056 3,943 607,291 231 8,894
Married 455 81,485 412 43,318 * 21 * 1,415 570 5,884,027 1,027 80,274 * 71 * 599
Widower 773 252,091 846 192,493 * 27 * 1,619 717 830,454 1,806 289,399 116 7,804
Single 456 89,970 560 98,954 ** 65 ** 20,643 274 472,083 980 192,995 ** 43 ** 491
Other [2] 60 6,361 111 33,566 ** ** 107 114,493 130 44,622 ** **
NOTE: Detail may not add to total due to rounding.
* Estimates should be used with caution because of the small number of sample returns
on which they were based.
** Data were combined to prevent disclosure of individual taxpayer data.
[1] Net worth is calculated as "total gross estate for tax purposes"
less "debts and mortgages." Negative values of net worth were constrained to zero.
[2] "Other" category includes divorced, legally separated, or marital status unknown.
Source: IRS, Statistics of Income Division, October 2007.
Estate Tax Returns Filed for 2001 Decedents
Making Charitable Bequests, and
Recipients of Charitable Bequests,
by Sex and Marital Status of Decedent
Revised October 2007
[All figures are estimates based on a sample--money amounts
are in thousands of dollars.]
Unknown
Sex, marital status
Number Amount
(23) (24)
All Decedents 2,044 880,424
Married 189 134,184
Widow or widower 1,265 462,205
Single 468 119,097
Other [2] 123 164,939
Female Decedents 1,311 329,850
Married 57 45,016
Widow 899 199,080
Single 316 67,607
Other [2] 39 18,147
Male Decedents 733 550,574
Married 132 89,168
Widower 366 263,125
Single 151 51,490
Other [2] 84 146,792
NOTE: Detail may not add to total due to rounding.
* Estimates should be used with caution because of the small number of sample returns
on which they were based.
** Data were combined to prevent disclosure of individual taxpayer data.
[1] Net worth is calculated as "total gross estate for tax purposes"
less "debts and mortgages." Negative values of net worth were constrained to zero.
[2] "Other" category includes divorced, legally separated, or marital status unknown.
Source: IRS, Statistics of Income Division, October 2007.
