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alue $45,000) to Wendy in satisfaction of Wendy\'s property rights. If Wendy sel

ID: 2795233 • Letter: A

Question

alue $45,000) to Wendy in satisfaction of Wendy's property rights. If Wendy sells the stock for $50,000, what is her recognized gain? 6. Inherited Property.(Obj. 1) Terry purchased 5,000 shares of Ferrero Corporation stock in 2000 for $60,000. Terry died on December 11, 2016, leaving the stock to his daughter, Debra Debra received the stock on April 26, 2017. The FMV of the stock for various dates follows. December 11, 2016 April 26, 2017 June 11, 2017 $80,000 78,000 77,000 Debra sells the stock for $75,000 on August 28, 2017. What is Debras recognized gain or loss from the sale if the executor uses date of death (DOD) to value the estate? a. b. Same as in Part a. except that the executor uses the alternative valuation date (AVD) Auquct 17 201uz when the FMV of C. Assume instead that Deh

Explanation / Answer

The date of the death estate valuation is the fair market Value (FMV) of each asset of the estate as of the decedent’s actual date of death.

Since Terri died on DEC 11, 2016 hence FMV of the stock will be value on the date of death i.e.$80000

Sale price of the stock     $75000

Value of the stock            $80000

Loss on sale of stock        $ (5000)

The alternate valuation date is the fair market value of asset six month after the date of death ,here the AVD is june 11,2017(six months after Dec11,2016). Hence value of the asset will be FMV as on june 11,2017 i.e. $77000

Sale price of the stock     $75000

Value of the stock            $77000

Loss on sale of stock        $ (2000)

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