15-3-1302. DEFINITIONS. As used in this part:
(a) "Apportionable estate" means the value of the gross estate as finally determined for purposes of the estate tax to be apportioned reduced by:
(1) Any claim or expense allowable as a deduction for purposes of the tax;
(2) The value of any interest in property that, for purposes of the tax, qualifies for a marital or charitable deduction or otherwise is deductible or is exempt; and
(3) Any amount added to the decedent’s gross estate because of a gift tax on transfers made before death.
(b) "Estate tax" means a federal, state, or foreign tax, however denominated, imposed because of the death of an individual and interest and penalties associated with the tax. The term does not include an inheritance tax, income tax, or generation-skipping transfer tax other than a generation-skipping transfer tax incurred on a direct skip taking effect at death.
(c) "Gross estate" means, with respect to an estate tax, all interests in property subject to the tax.
(d) "Person" has the same meaning set forth in section 15-1-201(34), Idaho Code.
(e) "Ratable" means apportioned or allocated pro rata according to the relative values of interests to which the term is to be applied. "Ratably" has a corresponding meaning.
(f) "Time-limited interest" means an interest in property which terminates on a lapse of time or on the occurrence or nonoccurrence of an event or which is subject to the exercise of discretion that could transfer a beneficial interest to another person. The term does not include a cotenancy unless the cotenancy itself is a time-limited interest.
(g) "Value" means, with respect to an interest in property, fair market value as finally determined for purposes of the estate tax that is to be apportioned, reduced by any outstanding debt secured by the interest without reduction:
(1) For taxes paid or required to be paid; or
(2) For any special valuation adjustment.
History:
[15-3-1302, added 2004, ch. 54, sec. 2, p. 247; am. 2020, ch. 82, sec. 5, p. 177.]
Structure Idaho Code
Title 15 - UNIFORM PROBATE CODE
Chapter 3 - PROBATE OF WILLS AND ADMINISTRATION
Part 13 - UNIFORM ESTATE TAX APPORTIONMENT
Section 15-3-1301 - SHORT TITLE.
Section 15-3-1302 - DEFINITIONS.
Section 15-3-1303 - APPORTIONMENT BY WILL OR OTHER DISPOSITIVE INSTRUMENT.
Section 15-3-1304 - STATUTORY APPORTIONMENT OF ESTATE TAXES.
Section 15-3-1305 - CREDITS AND DEFERRALS.
Section 15-3-1306 - INSULATED PROPERTY, ADVANCEMENT OF TAX.
Section 15-3-1307 - APPORTIONMENT AND RECAPTURE OF SPECIAL ELECTIVE BENEFITS.
Section 15-3-1308 - SECURING PAYMENT OF ESTATE TAX FROM PROPERTY IN POSSESSION OF FIDUCIARY.
Section 15-3-1309 - COLLECTION OF ESTATE TAX BY FIDUCIARY.
Section 15-3-1310 - RIGHT OF REIMBURSEMENT.
Section 15-3-1311 - ACTION TO DETERMINE OR ENFORCE PART.
Section 15-3-1312 - UNIFORMITY OF APPLICATION AND CONSTRUCTION.