Oregon vs Federal Estate Tax: Why You Might Still Owe

The federal exemption is roughly $15 million. Oregon's is $1 million — the widest gap of any state that still taxes estates.

ORS §118.010

Quick answer: yes — an estate can owe zero federal estate tax and still owe real money to Oregon, because the two thresholds sit further apart here than in almost any other state. Run your own numbers in the Oregon estate tax calculator.

Two exemptions, a fifteenth apart

The federal estate tax exemption sits at roughly $15,000,000 per individual for 2026. Oregon's own exemption is fixed at $1,000,000 — about a fifteenth of the federal line, the widest gap of any state that still taxes estates. Any estate between those two numbers owes nothing federally but can face a genuine Oregon tax bill starting at 10%.

Ordinary homeowners cross this line easily

Confirmed current: a Portland-area homeowner with a paid-off house, retirement accounts, and a life insurance policy can easily have a taxable estate exceeding $1 million, even though median Oregon home values are nowhere near the wealth level the federal estate tax is aimed at.

Median home values in the Portland metro area exceed $500,000. Add retirement accounts, a life insurance policy, and ordinary savings, and a paid-off Oregon home can push a middle-class estate over the $1,000,000 threshold well before it ever comes close to the federal exemption — a genuinely common surprise for families who assumed only the wealthy face this tax.

The gap has only widened over time

Oregon's $1,000,000 exemption has been fixed since 2012 and isn't indexed for inflation, while the federal exemption has climbed substantially over the same period. That means the distance between the two thresholds grows every year, even as home values and retirement savings rise alongside it.

Facing probate in Oregon?

A local probate attorney can review your estate — many offer a free consultation.

Talk to an Oregon attorney

See the full threshold and rate breakdown for exactly how the 10%-16% table applies above the $1,000,000 line, including the Natural Resource Credit for farm and forest families.

State vs federal — frequently asked questions

How much lower is Oregon's exemption than the federal one?

Oregon's exemption is $1,000,000 per person, compared to a federal exemption of roughly $15,000,000 — about a fifteenth of the federal line, the widest gap of any state estate tax.

Can an estate owe Oregon tax but zero federal tax?

Yes, routinely. Any estate between $1,000,000 and $15,000,000 owes no federal estate tax at all, but can still owe a genuine Oregon estate tax bill starting at 10%.

Why do ordinary Oregon households get caught by this gap?

Median home values in the Portland metro area exceed $500,000, and combined with retirement accounts and life insurance, a paid-off home alone can push an ordinary estate over Oregon's $1,000,000 threshold well before it ever approaches the federal exemption.

Has Oregon's threshold kept pace with the federal exemption at all?

No — Oregon's $1,000,000 exemption has been fixed since 2012 and is not indexed for inflation, while the federal exemption has risen substantially over the same period, widening the gap further each year.

This page provides general guidance only and is not legal or tax advice. Based on ORS §118.010 and IRS estate and gift tax guidance for 2026. Confirm current figures with the Oregon Department of Revenue, the IRS, or a licensed attorney before acting.