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This document provides a comprehensive overview of the changes to the Oregon inheritance tax laws, discussing the disconnection from federal rules, implications of the HB 3072 legislation, and strategies
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How to fill out form new oregon inheritance
How to fill out THE NEW OREGON INHERITANCE TAX
01
Obtain the Oregon Inheritance Tax Form from the Oregon Department of Revenue website.
02
Gather necessary information including the decedent's details, date of death, and the value of their estate.
03
List all beneficiaries and their relationship to the decedent.
04
Appraise all assets and liabilities of the estate to determine the taxable amount.
05
Calculate the inheritance tax owed based on the value of the estate and applicable tax rates.
06
Complete the inheritance tax form accurately, filling in all required fields.
07
Attach any required documentation, such as death certificates and appraisals.
08
Review the completed form for accuracy before submission.
09
Submit the form and payment to the appropriate Oregon Department of Revenue office.
Who needs THE NEW OREGON INHERITANCE TAX?
01
Individuals who inherit property or assets from someone who has passed away in Oregon.
02
Beneficiaries of estates where the total value exceeds the exemption limits set by the state.
03
Heirs or legatees of individuals who were residents of Oregon at the time of their death.
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What are the inheritance laws in Oregon?
Here's the hierarchy of who inherits what: Spouse's share: If the deceased person is survived by a spouse but has no descendants, the spouse inherits the entire estate. Children and descendants: If the deceased person has descendants but no surviving spouse, the estate is divided equally among the children.
Who must file an Oregon estate tax return?
Estates with gross values (total estate value both inside and outside of Oregon) greater than or equal to $1 million are required to file estate tax returns while estates valued less than $1 million are not subject to the tax and no return is required.
What is the most you can inherit without paying taxes?
Many people worry about the estate tax affecting the inheritance they pass along to their children, but it's not a reality most people will face. In 2025, the first $13,990,000 of an estate is exempt from federal estate taxes, up from $13,610,000 in 2024. Estate taxes are based on the size of the estate.
What are the proposed changes to the Oregon estate tax?
Among the proposed bills: HB 2058 proposes that for individuals who pass away on or after January 1, 2026, the current Oregon estate tax exemption of $1 million would be increased to $13.99 million; HB 2301 proposes raising the Oregon estate tax exemption to $7 million and replacing the current 10-16% tax brackets with
Does Oregon tax foreign inheritance?
No US state imposes inheritance tax specifically on foreign inheritance if the decedent was not a resident or citizen of that state.
What is the maximum amount you can inherit without paying tax?
There's normally no Inheritance Tax to pay if either: the value of your estate is below the £325,000 threshold. you leave everything above the £325,000 threshold to your spouse, civil partner, a charity or a community amateur sports club.
How much can you inherit in Oregon without paying taxes?
Background. The state of Oregon imposes an estate tax on estates with a value of $1 million or above. For the 2024 tax year, the Oregon estate tax rates range from 10% to 16%, depending on the value of the estate. The tax is calculated on the portion of the estate that exceeds the $1 million exemption threshold[ii].
What is the maximum amount you can inherit without paying taxes?
Federal Taxes For 2025, the Congress sets the federal estate tax exemption at $13.99 million per individual, or $27.98 million for married couples. This means estates valued below those thresholds owe no federal estate tax.
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What is THE NEW OREGON INHERITANCE TAX?
THE NEW OREGON INHERITANCE TAX is a tax imposed on the estate of a deceased person based on the value of their assets. The tax is applied to the transfer of wealth from the deceased to their heirs.
Who is required to file THE NEW OREGON INHERITANCE TAX?
Individuals or entities that inherit property from a deceased person in Oregon may be required to file THE NEW OREGON INHERITANCE TAX if the total value of the estate exceeds a certain threshold set by the state.
How to fill out THE NEW OREGON INHERITANCE TAX?
To fill out THE NEW OREGON INHERITANCE TAX, individuals must complete the state-specific inheritance tax forms, provide details about the deceased's assets, liabilities, and the beneficiaries, and calculate the tax owed based on the estate's value.
What is the purpose of THE NEW OREGON INHERITANCE TAX?
The purpose of THE NEW OREGON INHERITANCE TAX is to generate revenue for state services and programs by taxing the transfer of wealth upon death, thereby ensuring that the state benefits from inheritance gains.
What information must be reported on THE NEW OREGON INHERITANCE TAX?
Required information includes details about the deceased's assets and liabilities, a list of beneficiaries, the date of death, and the value of the estate at the time of death.
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