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INTUITIVE ESTATE PLANNER: AFR RATE TABLE

The following are the 120% Annual Mid-Term Applicable Federal Rates as mandated by IRC § 7520 for computation of split-interest charitable trusts and for GRATs, GRUTs, and QPRTs. These rates are incorporated in the rates table upon which Intuitive Estate Planner bases its calculations.

Jan Feb Mar Apr May June Jul Aug Sept Oct Nov Dec
1990 9.57 9.70 10.27 10.54 10.61 10.97 10.53 10.44 10.28 10.63 10.59 10.25
1991 9.78 9.64 9.41 9.50 9.62 9.53 9.66 9.87 9.59 9.08 8.69 8.51
1992 8.10 7.64 8.06 8.43 8.56 8.47 8.25 7.82 7.19 6.96 6.83 7.40
1993 7.63 7.50 7.08 6.56 6.57 6.41 6.67 6.40 6.44 6.02 5.91 6.10
1994 6.40 6.42 6.45 7.08 7.74 8.33 8.22 8.49 8.49 8.56 8.97 9.33
1995 9.54 9.59 9.34 8.84 8.58 8.22 7.56 7.27 7.68 7.59 7.35 7.12
1996 6.89 6.75 6.56 7.08 7.65 7.93 8.12 8.24 7.99 8.09 7.94 7.59
1997 7.34 7.68 7.72 7.82 8.25 8.19 8.0 7.69 7.51 7.63 7.34 7.25
1998 7.13 6.84 6.72 6.85 6.84 6.95 6.83 6.70 6.67 6.16 5.42 5.43
1999 5.59 5.67 5.80 6.35 6.28 6.46 7.01 7.16 7.19 7.25 7.32 7.46
2000 7.47 7.90 8.19 8.08 7.70 7.96 7.96 7.62 7.50 7.33 7.23 7.07
2001 6.75 6.01 6.10 5.95 5.73 6.04 6.16 6.01 5.79 5.52 4.97 4.78
2002 5.40 5.58 5.58 5.60 6.01 5.71 5.53 5.10 4.51 4.16 3.68 3.98
2003 4.12 3.93 3.89 3.56 3.82 3.68 3.06 3.25 4.12 4.39 3.99 4.26
2004 4.23 4.13 4.01 3.80 3.81 4.67 4.94 4.81 4.61 4.36 4.26 4.28
2005 4.53 4.61 4.60 4.92 5.15 4.82 4.63 4.71 5.04 4.91 5.09 5.43
2006 5.39 5.29 5.42 5.6 5.82 6.09 6.08 6.27 6.03 5.70 5.65 5.70
2007 5.51 5.63 5.84 5.54 5.55 5.59 5.96 6.13 5.76 5.23 5.28 4.97
2008 4.31 4.22 3.57 3.45 3.29 3.84 4.14 4.26 4.16 3.81 3.57 3.43
2009 2.48 1.98 2.33 2.59 2.47 2.71 3.32 3.37 3.45 3.20 3.10 3.16
2010 2.95 3.39 3.23 3.25 3.45 3.27 2.83 2.62 2.33 2.07 1.91 1.83
2011 2.34 2.80 2.94 2.98 2.94 2.73 2.40 2.20 1.95 1.44 1.44 1.53
2012 1.40 1.34 1.40 1.38 1.57 1.28


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Intuitive Estate Planner organizes data and performs estate planning calculations for taxes, pensions, annuities, split-interest trusts, and more.