SENATE DOCKET, NO. 331        FILED ON: 1/11/2019

SENATE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 1635

 

The Commonwealth of Massachusetts

_________________

PRESENTED BY:

Viriato M. deMacedo

_________________

To the Honorable Senate and House of Representatives of the Commonwealth of Massachusetts in General
Court assembled:

The undersigned legislators and/or citizens respectfully petition for the adoption of the accompanying bill:

An Act relative to the Massachusetts estate tax.

_______________

PETITION OF:

 

Name:

District/Address:

 

Viriato M. deMacedo

Plymouth and Barnstable

 

Donald F. Humason, Jr.

Second Hampden and Hampshire

1/31/2019

David F. DeCoste

5th Plymouth

2/1/2019


SENATE DOCKET, NO. 331        FILED ON: 1/11/2019

SENATE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 1635

By Mr. deMacedo, a petition (accompanied by bill, Senate, No. 1635) of Viriato M. deMacedo, Donald F. Humason, Jr. and David F. DeCoste for legislation relative to the Massachusetts estate tax.  Revenue.

 

[SIMILAR MATTER FILED IN PREVIOUS SESSION
SEE SENATE, NO. 1509 OF 2017-2018.]

 

The Commonwealth of Massachusetts

 

_______________

In the One Hundred and Ninety-First General Court
(2019-2020)

_______________

 

An Act relative to the Massachusetts estate tax.

 

Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority of the same, as follows:
 

SECTION 1. Section 3 of Chapter 65C of the General Laws, as appearing in the 2016 Official Edition is hereby amended by striking out the first paragraph and inserting in place thereof the following:- (a) for decedents dying after: (i) December thirty-first two thousand and eighteen an exemption equal to the Massachusetts net estate shall be allowed if the Massachusetts net estate is one million two hundred thousand dollars or less; (ii) December thirty-first two thousand and nineteen, an exemption equal to the Massachusetts net estate shall be allowed if the Massachusetts net estate is less than one million two hundred thousand dollars multiplied by the percentage (if any) by which the Consumer Price Index, as defined by the Code, for the preceding calendar year, exceeds the Consumer Price Index for the calendar year 2005; provided that the exemption shall not exceed an amount equal to the smallest federal taxable estate that absorbs the allowable federal credit under section two thousand and ten of the Internal Revenue Code as amended and in effect as of the date of death of the decedent. Except for purposes of the final clause of subsection (a) of section two of chapter sixty-five C, if the Massachusetts net estate exceeds the amount of the exemption, no exemption shall apply.