2025-2026 Regular SessionIllinois Legislature

SB0134: ESTATE TAX-SPOUSAL EXCLUSION

Legislative Summary

Amends the Illinois Estate and Generation-Skipping Transfer Tax Act. Provides that, for persons dying on or after January 1, 2026, if a valid election has been made under the Internal Revenue Code allowing a person to take into account a federal deceased spousal unused exclusion amount for the purposes of calculating the person's federal estate tax, then the person's Illinois exclusion amount shall include the Illinois deceased spousal unused exclusion amount for the deceased spouse with respect to whom the federal election was made. Effective immediately.

Demographic Impact

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Bill History

1/17/2025
Filed with Secretary by Sen. Jil Tracy
Senate
1/17/2025
First Reading
Senate
1/17/2025
Referred to Assignments
Senate
2/6/2025
Added as Co-Sponsor Sen. Terri Bryant
Senate
2/7/2025
Added as Co-Sponsor Sen. Jason Plummer
Senate
2/20/2025
Added as Co-Sponsor Sen. Donald P. DeWitte
Senate

Status Information

Current Status
Introduced(1/17/2025)
Chamber
Senate
Committee
Assignments(Senate)

Documents

Introduced
Bill Text1/17/202528.6 KB