Wheeler v. United States

Business Valuation Update BVLaw
Legal and Court Case Update
December 4, 1995
6733 Trusts, Except Educational, Religious, and Charitable
525920 Trusts, Estates, and Agency Accounts
estate and gift taxation
bona fide sale

Wheeler v. United States
77 A.F.T.R.2d (RIA) 1405
Federal Court
United States District Court


The executor of the estate brought this action to recover estate taxes paid on the decedent’s 50% interest in The Melton Co.

See Also

Wheeler v. United States

At issue is the plaintiff's claim that the government refused to allow a 10% minority discount on the value of stock in the estate, and taxed the value of decendant's homestead.