Compendium of Federal Transfer Tax and Personal Wealth Studies, Volume 1 PDF
March 1994
Preface PDF—Fritz Scheuren
Table of Tables PDF
Part I: Estate Tax Data PDF
Chapter 1: Estate Tax Returns PDF
- Estate Tax Returns, 1983 PDF
Mary F. Bentz - Estate Tax Returns, 1986-1988 PDF
Barry W. Johnson - Estate Tax Returns, 1989-1991 PDF
Barry W. Johnson - Analyzing the Weighting Strategy for the Statistics of Income 1987 Estate Study PDF
R. Louise Woodburn and Barry W. Johnson - Selected Components of Estate Portfolios, 1916-1990 PDF
Introduced by Jeffrey P. Rosenfeld
Chapter 2: Charitable Bequests PDF
- Charitable Giving Patterns of the Wealthy PDF
C. Eugene Steuerle - Charitable Bequests and Estate Taxes PDF
David Joulfaian - Factors Affecting Charitable Giving: Inferences From Estate Tax Returns, 1986 PDF
Barry W. Johnson and Jeffrey P. Rosenfeld - Charitable Giving 1963-1990 PDF
Introduced by Jeffrey P. Rosenfeld
Part II: Personal Wealth Studies PDF
Chapter 3: Personal Wealth Data PDF
- Personal Wealth Estimated from Tax Returns, 1962 PDF
Fritz Scheuren - Personal Wealth Estimated from Tax Returns, 1969 PDF
Keith Gilmour and Charles Crossed - Personal Wealth Estimated from Tax Returns, 1972 PDF
Keith Gilmour and Charles Crossed - Trends in Personal Wealth, 1976-1981 PDF
Marvin Schwartz - Estimates of Personal Wealth, 1982: A Second Look PDF
Marvin Schwartz - Estimates of Personal Wealth, 1986 PDF
Marvin Schwartz and Barry W. Johnson - Estimates of Personal Wealth, 1989 PDF
Marvin Schwartz and Barry W. Johnson - The Relationship Between Realized Income and Wealth PDF
C. Eugene Steuerle - Wealth, Realized Income, and the Measure of Well-Being PDF
C. Eugene Steuerle
Chapter 4: Methodological Issues PDF
- Estimating the Wealth of Top Wealth-Holders From Estate Tax Returns PDF
James D. Smith - Historical Perspectives on IRS Wealth Estimates With a View to Improvements PDF
Fritz Scheuren - Improving Wealth Estimates Derived From Estate Tax Data PDF
Janet McCubbin - Piecing Together Personal Wealth Distributions PDF
Fritz Scheuren and Janet McCubbin - The Estate Multiplier Technique: Recent Improvements for 1989 PDF
Barry W. Johnson and R. Louise Woodburn
Selected Bibliography PDF
Appendix: 1993 Form 706 and Instructions PDF
SOI Projects and Contacts PDF
Compendium of Federal Estate Tax and Personal Wealth Studies, Volume 2