Maryland Inheritance Tax Survey Question Title * 1. In the last five years, approximately how many estates have you administered in which an inheritance tax was due? (select one) 0 1 — 5 5 — 10 10 — 15 15 — 25 25 — 50 > 50 N/A Question Title * 2. Of those estates, the majority had a gross estate (probate and non-probate) falling into the category: (select one) Less than $50,000 $50,000 — $150,000 $150,000 — $300,000 $300,000 — $500,000 $500,000 — $1,000,000 $1,000,000 — $5,000,000 More than $5,000,000 N/A Question Title * 3. On average, what percent of the gross estate was subject to inheritance tax? (select one) Less than 10% Less than 25% Less than 50% Less than 75% N/A Question Title * 4. In what Orphan’s Court were the majority of these estates administered? (select one) Alleghany Anne Arundel Baltimore City Baltimore County Calvert Caroline Carroll Cecil Charles Dorchester Frederick Garrett Harford Howard Kent Montgomery Prince George’s Queen Anne’s St. Mary’s Somerset Talbot Washington Wicomico Worcester N/A Question Title * 5. What percentage of your most recent estates (with inheritance tax) involved a decedent that was married? (select one) None Less than 25% Less than 50% Less than 75% N/A Question Title * 6. What percentage of your most recent estates (with inheritance tax) involved a decedent that identified as a member of the LBGTQ+ community? (select one) None Less than 25% Less than 50% Less than 75% N/A Question Title * 7. What percentage of your most recent estates (with inheritance tax) involved a decedent that was a person of color or a member of a racial/ethnic minority group? (select one) None Less than 25% Less than 50% Less than 75% N/A Question Title * 8. In the majority of your most recent estates (with inheritance tax), what were the top three reasons that the decedents left assets to non-exempt persons? (select three) The decedent did not have children The decedent has a predeceased sibling The decedent’s life partner was not the decedent’s spouse or domestic partner Family estrangement Religious or ethnic tradition N/A Other (please specify) Question Title * 9. Do you have any suggestions for reducing the impact of the inheritance tax on your client base? Done
