Daniel Porter, MBA's Profile Picture
DJR Financial Services, Inc.
Daniel Porter, MBA
Financial Planner
2480 Stearns Street
Simi Valley, CA 93063

Federal Estate Tax Estimator
Federal Estate Tax Estimator

Enter year of death (or project estate tax based upon tax provisions for year entered).


Enter amount of gross estate minus the qualified conservation easement exclusion and any deductions, including state death taxes.


Enter amount of post-1976 taxable gifts unless gift is includable in gross estate.


Enter gift tax calculated using year of death estate tax rates minus available unified credit in year of gift.


Enter amount of the unified credit applicable exclusion amount unused by the last deceased spouse of the surviving spouse whose estate tax is being calculated here. Both spouses must die after 2010.

This is a hypothetical example intended for illustration purposes only.

This calculator calculates estate tax based upon a taxable estate that you input. It does not show any amounts that may pass to heirs outside the taxable estate, including any additional amounts that may pass to a surviving spouse using the marital deduction. It is possible there is other property from which the estate tax could be collected.

The only credit considered by this calculator is the unified credit (applicable credit amount).

The deceased spousal unused exclusion amount is available only for estates of decedents dying in 2011 or later and only if an election is made. This calculator reduces the deceased spousal unused exclusion amount used to calculate the unified credit if the amount entered exceeds the basic exclusion amount for the year of death entered.

This calculator does not calculate state death taxes owed. The taxable estate entered should be as reduced by any deduction for state death taxes. Any state taxes could reduce the amount available for heirs.


Securities and investment advisory services offered through SagePoint Financial Services, Inc. (SPF) member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance offered through DJR Financial Services.  CA Insurance License # 0D71418

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