Bill

Bill > H4029


MA H4029

MA H4029
Promoting estate tax fairness


summary

Introduced
07/31/2023
In Committee
07/31/2023
Crossed Over
Passed
Dead
12/31/2024

Introduced Session

193rd General Court

Bill Summary

Relative to the estate tax. Revenue.

AI Summary

This bill repeals Chapter 65A of the General Laws and amends Chapter 65C to modify the estate tax in Massachusetts. It imposes an excise tax on the transfer of estates over $2 million at a graduated rate schedule, with a top rate of 30% for estates over $10 million. The bill also exempts estates with a federal gross value of $2 million or less from paying any excise tax. These changes will take effect for taxable years beginning on or after January 1, 2023.

Committee Categories

Budget and Finance

Sponsors (1)

Last Action

Accompanied a study order, see H4721 (on 06/13/2024)

bill text


bill summary

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bill summary

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bill summary

Document Type Source Location
State Bill Page https://malegislature.gov/Bills/193/H4029
BillText https://malegislature.gov/Bills/193/H4029.pdf
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