Minnesota 2023-2024 Regular Session

Minnesota House Bill HF350

Introduced
1/17/23  

Caption

Deceased spousal unused exclusion amount portability provided.

Impact

The legislation amends specific provisions within the Minnesota Statutes to facilitate this portability, thus influencing how estate tax calculations are handled in the future. The amendments redefine what amounts can be subtracted from the taxable estate, potentially reducing the overall tax burden for some families. These changes could lead to more equitable treatment of estates, especially for those that may be near the estate tax exemption thresholds.

Summary

House File 350 (HF350) introduces significant changes to Minnesota's estate tax laws by providing for the portability of the deceased spousal unused exclusion amount. This legislative amendment affects how estates can calculate the taxable value by allowing a surviving spouse to inherit the unused exclusion amount from a deceased partner. The goal of this bill is to ease the financial burden on families navigating estate taxes, particularly in relation to property transfer after the death of a spouse.

Conclusion

HF350 reflects a shift toward more flexible estate planning tools and represents a broader trend in tax reform aimed at providing relief to families during difficult times. If enacted, this measure will likely spark further discussions regarding the efficacy and fairness of estate tax structures in Minnesota.

Contention

While proponents highlight the benefits of estate tax portability, allowing survivors to manage inherited family wealth more efficiently, the bill may face opposition from those concerned about its long-term financial implications for state revenue. Critics may argue that simplification of estate tax laws does not adequately address underlying issues related to wealth inequality and could facilitate tax avoidance strategies, specifically among wealthier families.

Companion Bills

MN SF333

Similar To Portability of the deceased spousal unused exclusion amount provision

Previously Filed As

MN SF333

Portability of the deceased spousal unused exclusion amount provision

MN SF1221

Deceased spousal unused estate tax exclusion amount portability establishment

MN HF896

Estate tax provisions modified, and portability of deceased spousal unused exclusion amount provided.

MN SF1271

Deceased spousal unused exclusion amount portability provision and technical changes provisions

MN HF1448

Portability of the deceased spousal unused exclusion amount provided, and technical changes made and obsolete provisions removed.

MN HF1718

Obsolete provisions removed and portability of the estate tax exclusion provided.

MN SF30

Obsolete provisions removal and portability provision of the estate tax exclusion

MN SF1942

Federal estate tax exclusion amount conformation

MN HF4852

Estate tax exclusion increased.

MN SF4797

Estate taxation exclusion modification

Similar Bills

MN HF916

Tax expenditure provisions modified, and past tax expenditure purpose statements provided.

MN HF3284

REAL ID implementation law repealed.

MN SF3492

REAL ID implementation law repealer

MN HF20

Wage credits modified and reimbursement provided, general fund transfers authorized, unemployment insurance aid provided, report required, and money appropriated.

MN SF32

Wage credits modification and reimbursement provision; unemployment insurance aid establishment and appropriation

MN HF4840

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MN SF4803

Various independent school district construction projects sales and use tax exemption provision and appropriation

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