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Thursday, January 27, 2011

Asset Distribution of Taxable Estates: An Analysis

Steven Maguire
Specialist in Public Finance

This report provides data on the distribution of assets in estates as reported on estate tax returns filed in 2009. This report finds that farm and business assets represent a small share of the total value of taxable estates that filed tax returns in 2009, (3.25% and 13.86%, respectively). That share is concentrated in estates valued over $10 million. For an overview of the estate tax, see CRS Report RL30600, Estate and Gift Taxes: Economic Issues, by Donald J. Marples and Jane G. Gravelle. This report will be updated as new data become available.

Date of Report: January 21, 2011
Number of Pages: 10
Order Number: RS20593
Price: $29.95

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