Subtitle B – Estate and Gift Taxes

E92917

Subtitle B – Estate and Gift Taxes is the portion of U.S. federal tax law that governs the taxation of transfers of wealth at death and by gift during life.


Statements (43)
Predicate Object
instanceOf body of federal tax law
subtitle of the Internal Revenue Code
administeredBy Internal Revenue Service
appliesTo U.S. citizens
U.S. residents
certain nonresident aliens with U.S.-situated property
federal estate tax
federal gift tax
generation-skipping transfer tax
codifiedIn Title 26 of the United States Code
country United States
defines adjusted taxable gifts
gross estate
taxable estate
taxable gifts
governs taxation of transfers of wealth at death
taxation of transfers of wealth by gift during life
hasComponent Chapter 11 – Estate Tax
Chapter 12 – Gift Tax
Chapter 13 – Tax on Generation-Skipping Transfers
historicalContext enacted as part of the Internal Revenue Code of 1954 and carried into the Internal Revenue Code of 1986
jurisdiction United States federal government
language English
legalSystem United States federal law
partOf Internal Revenue Code
policyPurpose to tax transfers of wealth and limit tax-free intergenerational transfers
providesFor annual exclusion for gifts
charitable deduction for estate and gift tax
lifetime unified credit
marital deduction for estate tax
regulates deductions and exclusions for estate and gift tax
taxation of certain retained interests and powers
taxation of certain transfers in contemplation of death
transfer taxes
unified credit against estate and gift tax
valuation of transferred property for transfer tax purposes
relatedTo Subtitle A – Income Taxes
Subtitle F – Procedure and Administration
requires filing of federal estate tax returns
filing of federal gift tax returns
subjectMatter estate taxation
generation-skipping transfers
gift taxation

Referenced by (1)
Subject (surface form when different) Predicate
Title 26 of the United States Code
contains

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