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NY S06649

Bill

Status

Introduced

3/8/2012

Primary Sponsor

John Bonacic

Click for details

Origin

Senate

2011-2012 General Assembly

AI Summary

  • Amends Tax Law Section 951 to allow dispositions to non-citizen surviving spouses to qualify for the federal estate tax marital deduction for New York estate tax purposes when no federal estate tax return is required
  • Permits the marital deduction to apply even when the surviving spouse is not a U.S. citizen, without requiring the disposition to pass through a Qualified Domestic Trust (QDOT) as mandated by federal law
  • Applies retroactively to estates of decedents who died on or after January 1, 2010
  • Takes effect immediately upon enactment

Legislative Description

Relates to the estate tax treatment of dispositions to surviving spouses who are not United States citizens.

Last Action

COMMITTED TO RULES

6/21/2012

Committee Referrals

Rules6/21/2012
Investigations and Government Operations3/8/2012

Full Bill Text

No bill text available