ESTATE SIZE WORKSHEET AND TAX CALCULATOR (SINGLE)

Part One - Personal Information: Name: Marital Status: Effective Date for this Calculation: Dorian Mayhew Rothschild Single May 14, 2012

Part Two - The Value of Your Estate Your estimated "net estate value" is $557,000.00, based on your estimates of your total assets and liabilities. Total Assets Total Liabilities Net Estate Value
$855,000.00 $298,000.00

____________
$557,000.00

Part Three - Future Growth of Your Estate: The size of your estate can increase significantly, based on three factors: annual increases by you from earnings (or other sources), annual increases over a longer period of years, and an earnings growth rate that causes your investments and other assets to increase in value even if you do not add "new" savings. Annual Increases by You from Your Earnings
$3,500.00

Current Value Net Estate Value Future Value: Current Value Value in 5 Years Value in 10 Years
$557,000.00

Number of Earnings Years for Growth Annual Increases Rate 20 2.5

Net Estate Value

$557,000.00 $0.00 $0.00

Part Four - Estate Tax Calculation: Based on your current estate value and your expected future growth, your estate would be liable for federal estate taxes as follows. Note: this calculation ignores the state death tax credit, because this credit (available on your federal estate tax return) is offset in most states by a state estate tax that is equal to the credit given on the federal return. Thus, the federal tax shown below is equal to the combined federal and state estate taxes that are applicable in most states. Current Value Net Assets Value Minus Funeral and Administrative Expenses Subtotal Minus Bequests to Charity Federal Taxable Estate Gross Federal Estate Tax Minus Unified Credit Net Federal Estate Tax
$557,000.00 $30,000.00 $527,000.00 $10,000.00 $517,000.00

What if... 5 Year Value

$0.00 $25,000.00 $-25,000.00 $10,000.00 $-35,000.00

What if... 10 Year Value

$0.00 $28,000.00 $28,000.00 $10,000.00 $38,000.00 $0.00 $0.00 $0.00

$0.00 $0.00 $0.00

$0.00 $0.00 $0.00