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MD HB100

MD HB100
Inheritance Tax - Beneficiaries of Limited Means - Installment Payments


summary

Introduced
01/10/2024
In Committee
03/14/2024
Crossed Over
03/13/2024
Passed
Dead
04/08/2024

Introduced Session

2024 Regular Session

Bill Summary

Requiring a certain register of wills to allow an installment payment plan for the inheritance tax to be paid by a certain beneficiary of limited means under certain circumstances and subject to certain limitations.

AI Summary

This bill allows a register of wills to establish an installment payment plan for the inheritance tax to be paid by a beneficiary of limited means, defined as an individual with a federal adjusted gross income under $125,000 (or $250,000 for spouses filing jointly), if paying the tax in full would require the sale of the primary residence or agricultural land that the beneficiary intends to maintain. The beneficiary must apply for the installment plan, and the register will specify the payment schedule and amounts. This applies to decedents dying on or after July 1, 2024.

Committee Categories

Budget and Finance

Sponsors (1)

Last Action

Senate Budget and Taxation Hearing (12:00:00 3/26/2024 ) (on 03/26/2024)

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