CHAPTER 27 THE FEDERAL GIFT AND ESTATE TAXES

1. Sometimesalsoknownastransactiontaxes,Federalgiftand estatetaxesareexcisetaxes.

a. True

b. False

2. Alifetimetransferthatissupportedbyfullandadequateconsiderationisnotagift.

a. True

b. False

.

3. Oneof thereasons theestate taxwas enactedwas toprevent theavoidance ofthe gifttaxby themaking of

“deathbed gifts.”

a. True

b. False

4. Atonepoint,thetaxratesapplicabletotransfersbygiftwerelowerthanthoseapplyingtotransfersbydeath.

a. True

b. False

5. Some statesimposeinheritancetaxes,but theFederaltaxsystemdoes not.

a. True

b. False

6. Anestate taxis ataxontherightofanheirtoreceivepropertyonthedeathoftheowner.

a. True

b. False

7. A majority of states currently do not impose any tax on transfers by death.

a. True

b. False

8. In some cases, the Federal gift tax can be imposed on someone other than the donor.

a. True

b. False

9. Manuel, a citizen and resident of Argentina, makes a gift to his children of a ranch located in Colorado. Manuel will be subject to the U.S. gift tax.

a. True

b. False

10.Kim, a resident and citizen of Korea, dies during an operation at the Mayo Clinic in Rochester (MN). Because Kim died in the U.S., he will be subject to the Federal estate tax.

a. True

b. False

11.Paul, a U.S. citizen, will avoid the Federal estate tax if he becomes a Canadian resident and owns no property located in the U.S. at the time of his death.

a. True

b. False

12.Becky made taxable gifts in 2000, 2010, and 2013. In computing the gift tax on the 2013 gift, she must consider all of the prior taxable gifts.

a. True

b. False

13.ForFederal estatetax purposes,the grossestate cannotinclude propertythe decedentnolonger owns.

a. True

b. False

14.ForFederal estatetax purposes,thegross estatedoesnot includepropertythat willpassto asurvivingspouse.

a. True

b. False

15.Forboth theFederalgift andestate tax,adeductionisallowedforcertaintransferstoaspouse.

a. True

b. False

16.Inthepast,the amountoftheunified taxcreditalwayshas beenthesame forbothtransfersby giftandtransfersbydeath.

a. True

b. False

17. For Federal estate and gift tax purposes, the exemption equivalentis the same thing as the exclusion amount.

a. True

b. False

18.If thevalue ofthe grossestate islower onthe alternatevaluation datethan onthe dateof death,the dateof deathvaluationcannot beused.

a. True

b. False