Expand the following panels for additional search options.

Estate of Schwan v. Commissioner

At issue is the valuation of the decedent's stock in a closely-held corporation for purposes of computing the gross estate and the allowable charitable deduction under Federal tax laws.

Redemption Agreement Did Not Affect Value of Decedent's Estate

The petitioners in this case, decedent's estate and a charitable foundation (the Martin M. Schwan Foundation), challenged the IRS' determination that the estate had a tax deficiency based on a bequest to the foundation and that the foundation was liable as a transferee.

2 results