Kenneth Vercammen & Associates, P.C.
2053 Woodbridge Ave.
Edison, NJ 08817
(732) 572-0500
www.njlaws.com

Thursday, July 31, 2014

18:26-8.22 Estates for life, estates for a term of years and annuities

18:26-8.22 Estates for life, estates for a term of years and annuities

   Life estates, estates for a term of years and annuities are valued using an interest rate assumption of six percent and the mortality data for persons of the relevant gender set forth in the tables of mortality contained in the United States Decennial Life Tables (Life Table for Males: United States and Life Table for Females: United States) most recently published by the United States Department of Health and Human Services as of the date of the decedent's death. This valuation methodology applies even in cases in which a holder of a life estate, estate for a term of years, or annuity survives the decedent by only a short period.

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