New Jersey 2024-2025 Regular Session

New Jersey Assembly Bill A3044

Introduced
1/9/24  

Caption

Eliminates transfer inheritance taxes on brothers and sisters of a decedent.

Impact

The elimination of the inheritance tax on transfers to brothers and sisters is intended to ease the financial burden on families dealing with the death of a loved one. By aligning the tax treatment of siblings with that of other immediate family members, the bill could promote greater fairness in inheritance tax policies, particularly for those who may not have the financial resources to cover higher tax costs. This reform could also improve the financial viability for families who are already navigating the emotional and logistical challenges presented by bereavement.

Summary

Assembly Bill A3044 seeks to amend the New Jersey inheritance tax law by eliminating the transfer inheritance taxes that apply to brothers and sisters of a decedent. Currently, transfers to siblings are taxed at varying rates, substantially higher than the rates applicable to immediate family members such as spouses and children. This legislation aims to level the playing field for siblings in terms of tax liabilities when they inherit property from their deceased siblings.

Contention

While this bill may garner support for addressing perceived inequalities in tax treatment, potential contention could arise regarding its fiscal implications. Opponents may argue that eliminating this form of tax could decrease state revenue, particularly important during economic downturns. Additionally, there may be concerns regarding the broader effects on public programs that rely on inherited revenue. Balancing the interests of tax equity with the states' fiscal health will be a crucial consideration as discussions around this legislation unfold.

Companion Bills

NJ S619

Same As Eliminates transfer inheritance taxes on brothers and sisters of a decedent.

NJ S2217

Carry Over Eliminates transfer inheritance taxes on brothers and sisters of a decedent.

NJ A5018

Carry Over Eliminates transfer inheritance taxes on brothers and sisters of a decedent.

Similar Bills

NJ S2217

Eliminates transfer inheritance taxes on brothers and sisters of a decedent.

NJ A5018

Eliminates transfer inheritance taxes on brothers and sisters of a decedent.

NJ S619

Eliminates transfer inheritance taxes on brothers and sisters of a decedent.

NJ A5111

Exempts all transfers made to lineal relatives from the Transfer Inheritance Tax.

NJ S874

Exempts all transfers made to lineal relatives from the Transfer Inheritance Tax.

NJ S3446

Exempts all transfers made to lineal relatives from the Transfer Inheritance Tax.

VT H0494

An act relating to capital construction and State bonding

MS HB971

Appropriation; clarify use of Gulf Coast Restoration Funds and Capital Expense Funds for certain projects in Ocean Springs.