SOI tax stats - Estate tax year of death tables

 

Estate tax data tables, selected years of death

Estate tax data OneSheet PDF

The data included in these tables are for returns filed for decedents who died in the same year and whose estates would have been subject to the same tax law and similar economic conditions.

Data tables are available in Excel files. A free Excel viewer is available for download, if needed.

Year of death, all decedents

Data presented Classified by Tax years
Table 1:  Estate tax returns, Year of death, Values for tax purposes by tax status and size of gross estate Tax status and size of gross estate 2019 XLSX2016 XLSX2013 XLSX, 2011 XLSX, 2009 XLSX, 2007 XLSX, 2004 XLSX, 2001 XLSX, 1998 XLSX, 1995 XLSX, 1992 XLSX
Table 2: Estate tax returns, Year of death, Date of death values by tax status and size of gross estate Tax status and size of gross estate 2019 XLSX2016 XLSX, 2013 XLSX, 2011 XLSX, 2009 XLSX, 2007 XLSX, 2004 XLSX, 2001 XLSX, 1998 XLSX, 1995 XLSX, 1992 XLSX, 1989 XLSX
Table 3: Estate tax returns, Year of death by state of residence State of residence 2019 XLSX2016 XLSX, 2013 XLSX, 2011 XLSX, 2009 XLSX, 2007 XLSX, 2004 XLSX, 2001 XLSX, 1998 XLSX, 1995 XLSX, 1992 XLSX, 1989 XLSX

Year of death, decedents who made charitable bequests

Data presented Classified by Tax years
Table 4:  Estate tax returns filed for decedents making charitable bequests, and Recipients of charitable bequests by sex and marital status of decedent Sex and marital status of decedent 2019 XLSX2016 XLSX, 2013 XLSX, 2011 XLSX, 2009 XLSX, 2007 XLSX, 2004 XLSX, 2001 XLSX, 1998 XLSX, 1995 XLSX, 1992 XLSX, 1989 XLSX 

Year of death, male decedents

Data presented Classified by Tax years
Table 5: Estate tax returns filed for male decedents by age and marital status of decedent and size of gross estate Age and marital status of decedent and size of gross estate 2019 XLSX2016 XLSX, 2013 XLSX, 2011 XLSX, 2009 XLSX, 2007 XLSX, 2004 XLSX, 2001 XLSX, 1998 XLSX, 1995 XLSX, 1992 XLSX, 1989 XLSX

Year of death, female decedents

Data presented Classified by Tax years
Table 6: Estate tax returns filed for female decedents by age and marital status of decedent and size of gross estate Age and marital status of decedent and size of gross estate 2019 XLSX2016 XLSX, 2013 XLSX, 2011 XLSX, 2009 XLSX, 2007 XLSX, 2004 XLSX, 2001 XLSX, 1998 XLSX, 1995 XLSX, 1992 XLSX, 1989 XLSX

Related historical tables

Table 17. Taxable estate tax returns as a percentage of adult deaths, selected years of death

Estate tax statistics