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Redistribution and progressivity of taxes on inheritances and donations and analysis with data of panel

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Author Info
Miguel Angel Barberán Lahuerta () (Universidad de Zaragoza)
Abstract

Nowadays, there is an interesting discussion about the utility of keeping the taxes on heritage in modern fiscal systems. Nevertheless this controversy has not been properly reflected yet in the acedemic research and there is not enough investigation into the reasons that justify their existence and their real situation in our tax system. The aim of this investigation is to quantify the main support of this tax: its contribution to wealth distribution. Apart from the metodology explained, we make an estimation based on the real data of tax-payers as well as the theoretical progressiv its of the tax´s design on the overall redistributive impact, separating the deferent tax elements and between groups of family relationship.

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Publisher Info
Article provided by IEF in its journal Hacienda Pública Española/Revista de Economía Pública.

Volume (Year): 177 (2006)
Issue (Month): 2 (April)
Pages: 25-55
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Handle: RePEc:hpe:journl:y:2006:v:177:i:2:p:25-55

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Related research
Keywords: Tax incidence; progresivity; wealth redistribution; fiscal system optimum;

Find related papers by JEL classification:
H21 - Public Economics - - Taxation, Subsidies, and Revenue - - - Efficiency; Optimal Taxation
H23 - Public Economics - - Taxation, Subsidies, and Revenue - - - Externalities; Redistributive Effects; Environmental Taxes and Subsidies

References listed on IDEAS
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  2. Zilcha, Itzhak, 2003. "Intergenerational transfers, production and income distribution," Journal of Public Economics, Elsevier, vol. 87(3-4), pages 489-513, March. [Downloadable!] (restricted)
  3. Poterba, James, 2001. "Estate and gift taxes and incentives for inter vivos giving in the US," Journal of Public Economics, Elsevier, vol. 79(1), pages 237-264, January. [Downloadable!] (restricted)
  4. Barro, Robert J, 1974. "Are Government Bonds Net Wealth?," Journal of Political Economy, University of Chicago Press, vol. 82(6), pages 1095-1117, Nov.-Dec.. [Downloadable!] (restricted)
  5. Arrondel, Luc & Laferrere, Anne, 2001. "Taxation and wealth transmission in France," Journal of Public Economics, Elsevier, vol. 79(1), pages 3-33, January. [Downloadable!] (restricted)
    Other versions:
  6. Auten, Gerald & Joulfaian, David, 1996. "Charitable contributions and intergenerational transfers," Journal of Public Economics, Elsevier, vol. 59(1), pages 55-68, January. [Downloadable!] (restricted)
  7. Arrondel, Luc & Masson, Andre, 2001. " Family Transfers Involving Three Generations," Scandinavian Journal of Economics, Blackwell Publishing, vol. 103(3), pages 415-43, September. [Downloadable!] (restricted)
    Other versions:
  8. Joel Slemrod & Wojciech Kopczuk, 2000. "The Impact of the Estate Tax on the Wealth Accumulation and Avoidance Behavior of Donors," NBER Working Papers 7960, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  9. Hu, Sheng Cheng, 1989. "Uncertain lifetime, the annuity market, and estate taxation," Journal of Public Economics, Elsevier, vol. 40(2), pages 217-235, November. [Downloadable!] (restricted)
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    Other versions:
  12. William G. Gale & John Karl Scholz, 1991. "Intergenerational Transfers and the Accumulation of Wealth," UCLA Economics Working Papers 624, UCLA Department of Economics. [Downloadable!]
    Other versions:
  13. Ihori, Toshihiro, 2001. "Wealth taxation and economic growth," Journal of Public Economics, Elsevier, vol. 79(1), pages 129-148, January. [Downloadable!] (restricted)
  14. McGarry, Kathleen, 1999. "Inter vivos transfers and intended bequests," Journal of Public Economics, Elsevier, vol. 73(3), pages 321-351, September. [Downloadable!] (restricted)
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