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ID: 2449626 • Letter: H

Question

home / study / questions and answers / business / accounting / t, who never married or made any prior inter vivos ... Question T, who never married or made any prior inter vivos gifts, made taxable gifts of $6 million in 2013. T dies in the current year, leaving a taxable estate of $5 million. In 2002, G created a trust, the income to be paid to G’s child T for life, remainder to T’s child R. At T’s death in the current year, the remainder interest of the trust corpus, valued at $4 million was paid over to R. a.) Using the proper rate computation provided by Section 2502 and considering the Section 2505 applicable credit amount, disregarding inflation adjustments to the applicable exclusion amount, what is T's gift tax liability for 2013?

Explanation / Answer

a) According to the 2013,   5.25 million is exemption or tax free but rest of amount should be taxed

$6 million - $5,250,000 =$750,000 * 40/100=$300,000

Estate Tax

upto $5,250,000 is exmption so T have only $4 million , so full amount is exempted.

T tax liability for 2013 is $300,000