S.874

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

Introduced·1/9/24
Introduced Text

New Jersey S874 exempts transfers to lineal relatives from the Transfer Inheritance Tax.

New Jersey S874 amends the Transfer Inheritance Tax to exempt all transfers made to lineal relatives, including great grandparents and great grandchildren, from the tax. This change applies to transfers made on or after January 1, 2022. The bill also allows for refund claims for tax payments made on transfers before the bill's enactment but after January 1, 2022, if those payments become overpayments due to the bill. The bill ensures that related regulatory provisions remain applicable despite the changes.

Included in complete analysis

  • Overview
  • Core Provisions
  • Implementation
  • Impact
  • Legal Framework
  • Critical Issues

See what it does, who it affects, and the critical issues in plain language. Free, 30 seconds.

Where it stands

Current
Budget and Appropriations Committee
Next
Session adjourned — paused until it reconvenes

Sponsors

D
1
1
R
Democratic CaucusRepublican Caucus

History

Jan 9, 2024

Senate

Introduced in the Senate, Referred to Senate Budget and Appropriations Committee