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Wilma and Henry Background Wilma and Henry have been mamied for 50 years and are both in good health. Wilma and Henry live in a

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Wilma and Henry Background Wilma and Henry have been mamied for 50 years and are both in good health. Wilma and Henry live in a community property state. They have the following children and grandchildren: Rachel, a chef, is married, healthy, and happy. Wilma and Henry adore Rachel's husband, Ross, and their three children. Sarah, a high-net-worth investment consultant, was recently divorced and her ex-husband, Freddie, has custody of their four children. Wilma and Henry, never quite cared for Freddie, as he always seemed to be quite snooty. Since the divorce, the relationship between Wilma and Freddie has been very strained. Since her divorce, Sarah has had somewhat of a midlife crisis. She recently rented a penthouse apartment and bought a new Corvette. Sarah has also been dating Luka, a 21-year-old swimsuit model. While Wilma and Henry are confident that this is only a passing phase, they are concerned about giving any gifts to Sarah or her children outright. Heather is a high school teacher who has never been married and has no children. Heather. Heather has aspirations of going to graduate school to become a principal but is concerned about taking on debt to pursue additional education. Wima and Henry are considering helping Heather pay for graduate school tuition Tiffany, Wilma and Henry's youngest child, was a bit of a wild child. Tiffany died in a tragic accident in her senior year of college while she was on her way home to tell her parents about a big secret she had been keeping. The summer before, Tiffany had given birth to a baby girl named Amara. At the time, Tiffany gave the baby to the baby's father, an oider marned man, although no official adoption was ever transacted. Wima and Henry still do not know about Amara. Wima and Henry own Hoppy Days Brewing, a popular brewery. Ross, Rachel's husband, has worked at the business since he was in high school. Ross is now the manager and handles most of the day-to-day functions, with very little input from Wilma and Henry. Wilma and Henry would like to reward Ross for all of his hard work by giving Ross and Rachel 1/2 of the business and giving the remaining 1/2 of the business to Sarah and Heather equally. They do not want Sarah and Heather to have any control over the business, just to have an income interest. Rachel's youngest child, Emma, was born with a serious physical disability. To provide additional support for Emma, Henry created an irrevocable trust with Emma as the sole beneficiary with a $5,000,000 transfer of separate property in 2013. The trust meets the requirements of Section 2503(c). Henry and Wilma made the following additional lifetime transfers: - In 2010, Henry gave Rachel, Sarah, and their spouses $250,000 each of community property. - In 2014, Henry gave Rachel, Sarah, and their spouses $300,000 each of his separate property. Henry paid gift tax of $125,125 on these gifts - Henry and Wilma paid \$128,000 in the years 1993-1996 directly to Baylor University for Rachel to achieve a degree in Religion (assume $32,000 per year). - Henry and Wilma paid \$60,000 in the years 2001-2004 directly to Texas State University for Sarah to achieve a degree in Finance (assume $15,000 per year). - Henry and Wilma paid $34,000 in the years 2004-2007 directiy to West Texas A\&M University for Heather to achieve a degree in Education (assume \$8,500 per year). - Henry and Wilma paid $400,000 to Children's Hospital for a lung transplant for Emma in 2017. - In 2006, Wilma gave Rachel $185,000 of her separate property as an anniversary gift. - In 2014, Wilma gave each of the grandchildren of which she was aware (assume all grandchildren had been bom by 2014) $185,000 of her separate property. Wilma and Henry have never elected to split gifts of separate property. Henry and Wilma estimate the following at each of their deaths: - The last illness and funeral expenses are expected to be $125,000 per person. - Estate administration expenses are estimated at \$275,000 per person. 6. Identify and value each taxable gift made by Henry during his life. Where appropriate, explain any exemptions or exclusions that applied. 7. Calculate Henry's gift tax due in each year he made a taxable gift Show your work. Even if the tax due is zero, show your calculation in each year there is a taxable gift. 8. Identify and value each taxable gift made by Wilma during her life. Where appropriate, explain any exemptions or exclusions that applied. 9. Calculate Wilma's gift tax due in each year she made a taxable gift. Show your work. Even if the tax due is zero, show your calculation in each year there is a taxable gift

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