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Estate Tax & Data · New Jersey

New Jersey Estate & Inheritance Tax

Does New Jersey tax what you leave behind? In 2026 the state has no state estate tax and an inheritance tax. This page lays out the detail — thresholds, rates, and the probate basics — with every figure cited to New Jersey’s own statute or department of revenue.

At a glance

State estate taxNo
Estate top rate
Inheritance taxYes — by beneficiary classN.J.S.A. 54:34-2 / NJ Div. of Taxation · current
Small-estate ceiling$50,000 (spouse) / $20,000N.J.S.A. 3B:10-3, 3B:10-4 · current
TOD deed for real estateNot availableNJ — Uniform Real Property TOD Act (A1819, 2026) not enacted · not enacted as of 2026
Community-property stateNo

Estate tax

New Jersey does not levy its own estate tax. An estate here is subject only to the federal estate tax, which most estates never owe — the federal exclusion is measured in the millions. See the federal lifetime exemption for how that works.

Inheritance tax

Class A (spouse, civil-union or domestic partner, children and other lineal descendants, stepchildren, parents and grandparents) is fully exempt — no tax.

Class C (siblings, and a son- or daughter-in-law) gets the first $25,000 exempt, then pays 11% on the next $1,075,000, rising to 16% above $1,700,000. Class D (everyone else — nieces, nephews, friends) pays 15% on the first $700,000 and 16% above it, with no exemption.

Class E (the State, and qualified charitable, religious, and educational organizations) is fully exempt. There is no Class B — that class was abolished in 1963. Whether an inheritance is taxed at all turns entirely on the beneficiary's class, not the size of the estate.

Probate basics

A surviving spouse or partner may take an intestate estate without administration by affidavit before the county Surrogate when the total property is $50,000 or less (N.J.S.A. 3B:10-3); with no such spouse, one heir may do so up to $20,000 with the other heirs' written consent (§ 3B:10-4).

New Jersey is a common-law (separate-property) state for ownership between spouses. A transfer-on-death deed for real estate is Not available NJ — Uniform Real Property TOD Act (A1819, 2026) not enacted · not enacted as of 2026. The probate deadlines for this state — filing the will, the creditor-claim window, the inventory — are cited in the Executor & Heir’s Guide.

State-specific quirks

Estate tax gone, inheritance tax stayed

New Jersey repealed its estate tax for deaths on or after January 1, 2018, but the separate transfer inheritance tax is still fully in force in 2026. "No estate tax" does not mean "no death tax" in New Jersey.

Siblings, nieces, nephews, and friends are taxed

Because the tax depends on the beneficiary's class, leaving assets to a sibling (Class C, 11%–16% after a $25,000 exemption) or to a niece, nephew, or friend (Class D, 15%–16% with no exemption) triggers real tax even though a spouse or child (Class A) pays nothing.

The class, not the estate size, drives the tax

There are no Class A dollar thresholds and no Class B (abolished 1963). Whether an inheritance is taxed at 0%, 11%–16%, or 15%–16% turns entirely on which class the beneficiary falls into under N.J.S.A. 54:34-2.

Sources & methodology

Methodology & sources

Every tax figure on this page links to the primary source it was verified against — a New Jersey statute or department-of-revenue page — with that source’s own effective date. Aggregator round-ups are never used as a source. State death and probate law changes every legislative session; this page carries the date it was last re-verified, and any figure that could not be confirmed from a primary source is flagged for you to check with the state rather than guessed. See our editorial standards.

This page is educational and is not legal or tax advice. Whether a death tax applies turns on residency, where property sits, and how title is held — details a general page cannot resolve. Confirm your own situation with a professional licensed in New Jersey.

Last verified July 20, 2026.