(35 ILCS 405/2) (from Ch. 120, par. 405A-2)
Sec. 2. Definitions.
"Federal estate tax" means the tax due to the United States with respect
to a taxable transfer under Chapter 11 of the Internal Revenue Code.
"Federal generation-skipping transfer tax" means the tax due to the
United States with respect to a taxable transfer under Chapter 13 of the
Internal Revenue Code.
"Federal return" means the federal estate tax return with respect to the
federal estate tax and means the federal generation-skipping transfer tax
return
with respect to the federal generation-skipping transfer tax.
"Federal transfer tax" means the federal estate tax or the federal
generation-skipping transfer tax.
"Illinois estate tax" means the tax due to this State with respect to a
taxable transfer.
"Illinois generation-skipping transfer tax" means the tax due to this State
with respect to a taxable transfer that gives rise to a federal
generation-skipping transfer tax.
"Illinois transfer tax" means the Illinois estate tax or the Illinois
generation-skipping transfer tax.
"Internal Revenue Code" means, unless otherwise provided, the Internal
Revenue Code of 1986, as
amended from time to time.
"Non-resident trust" means a trust that is not a resident of this State
for purposes of the Illinois Income Tax Act, as amended from time to time.
"Person" means and includes any individual, trust, estate, partnership,
association, company or corporation.
"Qualified heir" means a qualified heir as defined in Section 2032A(e)(1)
of the Internal Revenue Code.
"Resident trust" means a trust that is a resident of this State for
purposes of the Illinois Income Tax Act, as amended from time to time.
"State" means any state, territory or possession of the United States and
the District of Columbia.
"State tax credit" means:
(a) For persons dying on or after January 1, 2003 and
through December 31, 2005, an amount
equal
to the full credit calculable under Section 2011 or Section 2604 of the
Internal Revenue
Code as the credit would have been computed and allowed under the Internal
Revenue
Code as in effect on December 31, 2001, without the reduction in the State
Death Tax
Credit as provided in Section 2011(b)(2) or the termination of the State Death
Tax Credit
as provided in Section 2011(f) as enacted by the Economic Growth and Tax Relief
Reconciliation Act of 2001, but recognizing the increased applicable exclusion
amount
through December 31, 2005.
(b) For persons dying after December 31, 2005 and on or before December 31,
2009, and for persons dying after December 31, 2010, an amount equal to the full
credit
calculable under Section 2011 or 2604 of the Internal Revenue Code as the
credit would
have been computed and allowed under the Internal Revenue Code as in effect on
December 31, 2001, without the reduction in the State Death Tax Credit as
provided in
Section 2011(b)(2) or the termination of the State Death Tax Credit as provided
in
Section 2011(f) as enacted by the Economic Growth and Tax Relief Reconciliation
Act of
2001, but recognizing the exclusion amount of only (i) $2,000,000 for persons dying prior to January 1, 2012, (ii) $3,500,000 for persons dying on or after January 1, 2012 and prior to January 1, 2013, and (iii) $4,000,000 for persons dying on or after January 1, 2013, and with reduction to the adjusted taxable estate for any qualified terminable interest property election as defined in subsection (b-1) of this Section.
(b-1) The person required to file the Illinois return may elect on a timely filed Illinois return a marital deduction for qualified terminable interest property under Section 2056(b)(7) of the Internal Revenue Code for purposes of the Illinois estate tax that is separate and independent of any qualified terminable interest property election for federal estate tax purposes. For purposes of the Illinois estate tax, the inclusion of property in the gross estate of a surviving spouse is the same as under Section 2044 of the Internal Revenue Code. In the case of any trust for which a State or federal qualified terminable interest property election is made, the trustee may not retain non-income producing assets for more than a reasonable amount of time without the consent of the surviving spouse.
"Taxable transfer" means an event that gives rise to a state tax credit,
including any credit as a result of the imposition of an
additional tax under Section 2032A(c) of the Internal Revenue Code.
"Transferee" means a transferee within the meaning of Section 2603(a)(1)
and Section 6901(h) of the Internal Revenue Code.
"Transferred property" means:
(1) With respect to a taxable transfer occurring at |
"Trust" includes a trust as defined in Section 2652(b)(1) of the Internal
Revenue Code.
(Source: P.A. 96-789, eff. 9-8-09; 96-1496, eff. 1-13-11; 97-636, eff. 6-1-12 .)
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