Question

Question 33 of 75. Which of the following can be taken into account when valuing publicly-traded stock? Ex-dividends. O Restrictions on the stock. O Blockage discount O All of the above. Mark for follow up

Answer 1

ANS :-

33) :-

Option is All of the above.

The following can be taken into account when valuing publicly traded stock

1. Stock should be sold at Ex-Dividend.

2. Some restrictions on the stock which are publicly traded.

3. Blockage Discounts in the Valuation of Public Stock

When a party owns a large block of shares in a public company, the real value of those shares may be significantly lower than the traded market price

34)

The answer is "It is not included in his estate".

Explanation:

The Schedule H of form 706 is titled as "Powers of Appointment". As per applicable rules, only property/estate which is controlled by general (and not limited) power of attorney is reported on this schedule. In the given case, Alex us held a limited power of appointment over the assets of a trust. Therefore, his value of interest will not get reported in the Schedule H of form 706.

35)

Option is The same is not included in his estate

If the Power of appointment was limited by an ascertainable standard which relates to the health, education support, or maintenance of the decedent the property is not included in the estate. If the power was not limited it would be included in Schedule H.