Calculation of gift and estate tax. Early in May of last year, Nancy Fable was diagnosed with a terminal illness, and doctors gave her one more year to live. Aside from a prior year $6,000,000 gift to...


Calculation of gift and estate tax. Early in May of last year, Nancy Fable was diagnosed with a terminal illness, and doctors gave her one more year to live. Aside from a prior year $6,000,000 gift to the city of Macon, Georgia, she had not done any other gifting. She made the following gifts within two months after being diagnosed:


In the year after being diagnosed, she made gifts of $25,000 each to her sister, three nieces, and a nephew. In the fall of that same year, Nancy passed away, leaving an estate consisting of the following at her date of death:


a. Three thousand shares of Google stock valued at $900 per share.


b. Real estate in Macon County, Georgia, valued at $3,250,000.


c. Household effects valued at $21,000.


d. Bank accounts totaling $780,000 and gold coins valued at $310,000.

Nov 18, 2021
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