Bob died with a gross estate of $4,500,000, half of which is attributable to the value of stock in Graystone Inc., a closely held corporation. Bob owns 80% of Graystone Inc. He had no debts, and his estate administrative expenses were $50,000, of which $10,000 constitutes the personal representative's statutory fee. His will named his wife, Pearl, as the sole beneficiary of his estate and as his personal representative. Bob made no lifetime taxable gifts. Which of the following postmortem techniques are available and advisable for Bob's estate or its sole beneficiary, Pearl? Election of Section 6166 payment of estate taxes Use of the alternate valuation date Waiver by Pearl of the right to her statutory fee as personal representative Election of a Section 303 stock redemption     A) III and IV     B) II only     C) I and II     D) I, III, and IV

FINANCIAL ACCOUNTING
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ISBN:9781259964947
Author:Libby
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Chapter1: Financial Statements And Business Decisions
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Bob died with a gross estate of $4,500,000, half of which is attributable to the value of stock in Graystone Inc., a closely held corporation. Bob owns 80% of Graystone Inc. He had no debts, and his estate administrative expenses were $50,000, of which $10,000 constitutes the personal representative's statutory fee. His will named his wife, Pearl, as the sole beneficiary of his estate and as his personal representative. Bob made no lifetime taxable gifts.

Which of the following postmortem techniques are available and advisable for Bob's estate or its sole beneficiary, Pearl?

  1. Election of Section 6166 payment of estate taxes
  2. Use of the alternate valuation date
  3. Waiver by Pearl of the right to her statutory fee as personal representative
  4. Election of a Section 303 stock redemption
 
 
A)
III and IV
 
 
B)
II only
 
 
C)
I and II
 
 
D)
I, III, and IV
 
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