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Required information The following information applies to the questions displaye

ID: 2529834 • Letter: R

Question

Required information The following information applies to the questions displayed below Tom Hruise was an entertainment executive who had a fatal accident on a film set. Tom's will directed his executor to distribute his cash and stock to his wife, Kaffie, the real estate to his church, The First Church of Methodology, and the remainder of his assets were to be placed in trust for his three children. Tom's estate consisted of the following Assets: Personal assets Cash and stock Intangible assets (film rights) Real estate $ 1,210,000 25, 000, 000 76, 500,000 16,000,000 $118,710,000 Liabilities Mortgage Other liabilities $ 4,200,000 5,100,000 $ 9,300,000 a. Tom made a taxable gift of $6.10 million in 2011. Compute the estate tax for Tom's estate. (Refer to Exhibit 25-1 and Exhibit 25-2. (Enter your answers in dollars, not millions of dollars Gross estate Debts Adjustable gross estate Marital deduction Charitable deduction Taxable estate Adjusted taxable gifts Cumulative taxable transfers $ 118,710,000 (25,000,000) (16,000,000)

Explanation / Answer

                                    Calculation of Total taxable value particulars detail Amount($) Total Estate -personal assets                                       $ 1210000                             cash and stock $25000000                            intangible assets $76500000                             real estate              $16000000                                                                            Total 11,87,10,000.00 (-) Charitable deduction 16000000 (-) Marital deduction 25000000 (-) Total Liabilities -mortgage 4200000                                         others 5100000                                                                           Total 9300000 (+) Taxable value of gift 6100000 Total taxable value 62310000 1) Current tax on adjustable gifts = 62310000 * 35 % = $ 21808500 (Rate of estate tax in year 2011 is 35 %) 2) Unified Credit = $ 1730800 ( from the table of Unified Credit in year 2011) 3) Estate tax due = 21808500 - 1730800 = $ 23819200

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