Hutchens Non-Marital Trust v. Commissioner

BVLaw
Full Text of Court Cases
December 16, 1993
3714 Motor Vehicle Parts and Accessories
336330 Motor Vehicle Steering and Suspension Components (except Spring) Manufacturing
estate and gift taxation
estate tax, preferred stock, recapitalization

Hutchens Non-Marital Trust v. Commissioner
T.C. Memo 1993-600
US
Federal Court
United States Tax Court
Martin D. Hanan (for respondent) Richard C. May (for petitioner)
Whalen

Summary

At issue is the valuation of the stock of a family-owned corporation for estate gift tax purposes.

See Also

Hutchens v. Commissioner

The marketability discount issue in this case arose in connection with the question of whether the common stock decedent and his wife surrendered in a recapitalization of their family-owned corporation was worth more than the preferred stock they received, thus resulting in taxable gifts.