New Jersey 2024-2025 Regular Session

New Jersey Assembly Bill A4908

Introduced
10/17/24  

Caption

Eliminates transfer inheritance tax for step-grandchildren.

Impact

If passed, A4908 will revolutionize the way inheritance taxes are assessed for step-grandchildren in New Jersey. The change intends to provide financial relief to families when property is transferred, recognizing the familial bonds that often exist between step-grandparents and their step-grandchildren. By removing this financial burden, it aims to promote fairness and equal treatment among heirs, regardless of their biological relation to the deceased.

Summary

Assembly Bill A4908 seeks to amend the New Jersey Transfer Inheritance Tax Act by eliminating the transfer inheritance tax for step-grandchildren. As it stands, step-grandchildren are classified as Class D beneficiaries under the existing law, leading to a taxation rate of 15 percent on property transfers up to $700,000 and 16 percent on amounts exceeding that threshold. This bill proposes to align the tax treatment of step-grandchildren with that of stepchildren and biological grandchildren, who are classified as Class A beneficiaries and are exempt from inheritance tax.

Contention

The proposed bill has sparked discussions regarding fairness in tax policy and the definition of family within the context of inheritance. Supporters argue it is a progressive measure reflecting modern family structures and ensuring that step-grandchildren are treated equitably. However, critics may raise concerns over potential loss of tax revenue for the state and the implications for tax policy reform, as the bill modifies existing classifications and could set a precedent for future inheritance tax considerations.

Companion Bills

NJ S3878

Same As Eliminates transfer inheritance tax for step-grandchildren.

Similar Bills

NJ S3878

Eliminates transfer inheritance tax for step-grandchildren.

NJ A3366

Exempts transfers of residential real property between family members from inheritance tax.

NJ S882

Exempts transfers of residential real property between family members from inheritance tax.

NJ A2730

Exempts transfers of residential real property between family members from inheritance tax.

NJ S556

Exempts transfers of residential real property between family members from inheritance tax.

CA SB539

Property taxation: taxable value transfers.

NJ A5111

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

OH HB201

Allow specified hunting on landowner's property without a permit