On the recordEvery fact sourced to a primary record·The standardAdvisors never pay for placement·IndependentA publication of AdvisorWorld.com Inc·VerificationCredentials checked with the issuing body·SourcingThe IRS, state departments of revenue, and the courts·CorrectionsWhen we're wrong, we fix the record and say so·On the recordEvery fact sourced to a primary record·The standardAdvisors never pay for placement·IndependentA publication of AdvisorWorld.com Inc·VerificationCredentials checked with the issuing body·SourcingThe IRS, state departments of revenue, and the courts·CorrectionsWhen we're wrong, we fix the record and say so·
Est. MMXXVI · Advertiser-freeAdvisors never pay for placement
T
The Trusted Advisor
Retirement & estate planning, on the recordEvery fact sourced · Every advisor verified
Estate Tax & Data · Vermont

Vermont Estate & Inheritance Tax

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

At a glance

State estate taxYes — exemption $5,000,00032 V.S.A. § 7442a · 2026
Estate top rate16% (flat)32 V.S.A. § 7442a · 2026
Inheritance taxNo
Small-estate ceiling$45,00014 V.S.A. § 1901 · current
TOD deed for real estateNot available27 V.S.A. § 651 (enhanced life-estate deed only — no conventional TOD deed) · 2020
Community-property stateNo

Estate tax

The number that matters: Vermont’s 2026 estate-tax exemption is $5,000,000 32 V.S.A. § 7442a · 2026, with a top marginal rate of 16% (flat) 32 V.S.A. § 7442a · 2026.

Vermont imposes an estate tax with a flat $5,000,000 exclusion (32 V.S.A. § 7442a); a Vermont taxable estate under $5,000,000 owes nothing. The $5,000,000 level has applied to deaths in 2021 and after.

The rate is a flat 16% of the amount above $5,000,000 — there are no graduated brackets. The computed tax is then apportioned to Vermont-situs property, and values are as finally determined for federal estate-tax purposes.

Vermont provides no portability of the exclusion between spouses. A nonresident's estate is taxed only on Vermont real and tangible property. Note a filing can be required at a lower point than the tax: the Department of Taxes requires Form EST-191 when the federal gross estate plus gifts made within two years of death exceeds $4,250,000, and those two-year gifts are added back into the base.

Inheritance tax

Vermont has no inheritance tax — beneficiaries are not taxed on what they receive by the state. Vermont imposes no inheritance tax; its only death-transfer levy is the estate tax under 32 V.S.A. chapter 190.

Probate basics

A small-estate proceeding under 14 V.S.A. § 1901 is available when the estate is not more than $45,000 and consists entirely of personal property. The fiduciary files a petition, inventory, and debts affidavit, and non-consenting interested persons get 14 days to object.

Vermont is a common-law (separate-property) state for ownership between spouses. A transfer-on-death deed for real estate is Not available 27 V.S.A. § 651 (enhanced life-estate deed only — no conventional TOD deed) · 2020. 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

Flat 16% over a flat $5M — not graduated

Vermont's estate tax has no brackets: everything under $5,000,000 is exempt, and the amount above is taxed at a single 16% rate (32 V.S.A. § 7442a). The $5,000,000 is a cliff-style exclusion applied per estate.

No portability between spouses

Vermont's $5,000,000 exclusion cannot be transferred to a surviving spouse. A married couple that fails to use the first spouse's exclusion (through credit-shelter planning) permanently loses it — § 7442a contains no portability provision.

You may have to file below the $5M tax line

Vermont requires an estate-tax filing (Form EST-191) when the federal gross estate plus gifts made within two years of death exceeds $4,250,000 — below the $5,000,000 point where tax is actually assessed — and those two-year gifts are added back into the base. Vermont also has no conventional transfer-on-death deed; the closest tool is a Lady Bird (enhanced life-estate) deed.

Sources & methodology

Methodology & sources

Every tax figure on this page links to the primary source it was verified against — a Vermont 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 Vermont.

Last verified July 20, 2026.