SOI Tax Stats - Compendium of Federal Estate Tax and Personal Wealth Studies, Volume 1

Compendium of Federal Transfer Tax and Personal Wealth Studies, Volume 1PDF
March, 1994

PrefacePDF—Fritz Scheuren

Table of TablesPDF

Part I: ESTATE TAX DATAPDF

Chapter 1:  Estate Tax ReturnsPDF

• Estate Tax Returns, 1983PDF
  Mary F. Bentz
• Estate Tax Returns, 1986-1988PDF
  Barry W. Johnson
• Estate Tax Returns, 1989-1991PDF
  Barry W. Johnson
• Analyzing the Weighting Strategy for the Statistics of Income 1987 Estate StudyPDF
  R. Louise Woodburn and Barry W. Johnson
• Selected Components of Estate Portfolios, 1916-1990PDF
  Introduced by Jeffrey P. Rosenfeld

Chapter 2: Charitable BequestsPDF

• Charitable Giving Patterns of the WealthyPDF
  C. Eugene Steuerle
• Charitable Bequests and Estate TaxesPDF
  David Joulfaian
• Factors Affecting Charitable Giving:  Inferences From Estate Tax Returns, 1986PDF
  Barry W. Johnson and Jeffrey P. Rosenfeld
• Charitable Giving 1963-1990PDF
  Introduced by Jeffrey P. Rosenfeld

Part II: PERSONAL WEALTH STUDIESPDF

Chapter 3: Personal Wealth DataPDF

• Personal Wealth Estimated from Tax Returns, 1962PDF
  Fritz Scheuren
• Personal Wealth Estimated from Tax Returns, 1969PDF
  Keith Gilmour and Charles Crossed
• Personal Wealth Estimated from Tax Returns, 1972PDF
  Keith Gilmour and Charles Crossed
• Trends in Personal Wealth, 1976-1981PDF
  Marvin Schwartz
• Estimates of Personal Wealth, 1982: A Second LookPDF
  Marvin Schwartz
• Estimates of Personal Wealth, 1986PDF
  Marvin Schwartz and Barry W. Johnson
• Estimates of Personal Wealth, 1989PDF
  Marvin Schwartz and Barry W. Johnson
• The Relationship Between Realized Income and WealthPDF
  C. Eugene Steuerle
• Wealth, Realized Income, and the Measure of Well-BeingPDF
  C. Eugene Steuerle

Chapter 4: Methodological IssuesPDF

• Estimating the Wealth of Top Wealth-Holders From Estate Tax ReturnsPDF
  James D. Smith
• Historical Perspectives on IRS Wealth Estimates With a View to ImprovementsPDF
  Fritz Scheuren
• Improving Wealth Estimates Derived From Estate Tax DataPDF
  Janet McCubbin
• Piecing Together Personal Wealth DistributionsPDF
  Fritz Scheuren and Janet McCubbin
• The Estate Multiplier Technique: Recent Improvements for 1989PDF
  Barry W. Johnson and R. Louise Woodburn

Selected BibliographyPDF

Appendix: 1993 Form 706 and InstructionsPDF

SOI Projects and ContactsPDF

Compendium of Federal Estate Tax and Personal Wealth Studies, Volume 2