SB0134

ESTATE TAX-SPOUSAL EXCLUSION

Introduced·1/17/25
Introduced Text

Illinois SB0134 amends estate tax rules to include spousal exclusions and credits.

Illinois SB0134 amends the Illinois Estate and Generation-Skipping Transfer Tax Act to include spousal exclusions and credits for estate tax purposes. For individuals dying on or after January 1, 2026, if a valid election has been made under the Internal Revenue Code to account for a federal deceased spousal unused exclusion amount, the Illinois exclusion amount will include the Illinois deceased spousal unused exclusion amount. The bill also modifies the state tax credit calculation for certain estates. The changes apply to estates of individuals dying on or after January 1, 2026.

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Where it stands

Current
Assignments Committee
Next
Committee decision

Sponsors

0
7
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Democratic CaucusRepublican Caucus

History

May 21, 2025

Senate

Added as Co-Sponsor Sen. Dale Fowler

May 20, 2025

Senate

Added as Co-Sponsor Sen. Chris Balkema

May 6, 2025

Senate

Added as Co-Sponsor Sen. Sue Rezin