Maryland 2024 Regular Session

Maryland House Bill HB1014

Introduced
2/5/24  

Caption

Maryland Estate Tax - Unified Credit

Impact

The proposed changes in HB1014 are significant as they directly affect family estates and financial planning in Maryland. By establishing a fixed exclusion amount corresponding to the date of death, the legislation potentially increases tax liabilities for estates exceeding the set limits. This could lead to substantial implications for beneficiaries if the estate tax burden shifts unexpectedly due to varying unified credit amounts over the years. The bill serves to recalibrate the estate tax framework in Maryland to align with updated federal legislation while preserving state-derived revenue.

Summary

House Bill 1014 proposes amendments to the Maryland estate tax regulations. The bill aims to alter the unified credit limit used for determining the estate tax for individuals who die on or after a specific date. By updating the current tax structure, it seeks to ensure the Maryland estate tax remains applicable even in the event of changes to the federal credit under federal law. This approach intends to maintain state revenue from estate taxes despite potential federal tax reductions.

Contention

While advocates of HB1014 argue that this bill preserves the integrity of state taxation systems, opposition may arise from those concerned with the long-term implications for high-net-worth families who could face increased estate taxes. Critics may express that the bill may create disparities, disproportionately impacting certain demographics as the exemption limits change. This contentious aspect could spur debates on fairness and the need for clear guidelines in estate tax policies amidst fluctuating federal regulations.

Companion Bills

MD SB928

Crossfiled Maryland Estate Tax – Unified Credit

Previously Filed As

MD HB268

Maryland Estate Tax - Unified Credit

MD SB55

Maryland Estate Tax - Portability - Time Period for Election

MD HB179

Maryland Estate Tax - Portability - Time Period for Election

MD HB337

Income Tax – Capital Gains, Dividends, and Foreign–Derived Intangible Income – Alterations (Investing in Marylanders Act of 2023)

MD HB346

Tax Clinics for Low-Income Marylanders - Funding - Repeal of Sunset

MD SB312

Tax Clinics for Low-Income Marylanders - Funding - Repeal of Sunset

MD SB959

Higher Education - Maryland 529 Program - Reform

MD HB1290

Higher Education - Maryland 529 Program - Reform

MD SB446

Estates and Trusts - Trusts - Decanting (Maryland Trust Decanting Act)

MD HB765

Property and Income Taxes - Credits for Construction and Purchase of Housing in Western Maryland

Similar Bills

MD HB950

Maryland Native Plants Program

MD SB836

Maryland Native Plants Program

MD HB161

Northeast Maryland Waste Disposal Authority - Evaluation, Termination of Bond Authority, and Assumption of Functions, Employees, and Contracts (Northeast Maryland Waste Disposal Authority Sunset Act)

MD HB1124

Maryland Department of Health - 2-1-1 Maryland, Maryland Think, and Maryland OneStop - Study

DE HCR156

Urging The State Of Maryland To Allow The Sale Of Certified Delaware Sod In Maryland.

MD SB14

Sustainable Maryland Program and Fund - Establishment

MD HB530

Maryland Trails Advisory Committee and the Maryland Office of Trails - Establishment (Great Maryland Trails Act)

MD SB645

Maryland Trails Advisory Committee and the Maryland Office of Trails - Establishment (Great Maryland Trails Act)