JustAnswer > Tax
Ask A Question|Register|Login|Help
JustAnswer

Tax

Ask a Tax Question, Get an Answer ASAP!

Have your own Tax question?

2 Tax Professionals are Online Now
characters left:
Not a Tax Question?

Related Tax Topics:

  • Gov
  • ,
  • Pay
  • ,
  • Tax
  • ,
  • Back
  • ,
  • Gift
  • ,
  • File
  • ,
  • Form
  • ,
  • Live
  • ,
  • List
  • ,
  • Sold
Bookmark and Share

Question

I live in the state of Indiana. In December of 2008, my father transferred ownership of his house over to me. In the documents it is stated that he sold me the house for one dollar. He passed away September 12, 2009. Now the state is saying I have to pay tax on the house because at the end of the year he was still listed as the home owner. Isn't there a $100,000 exemption ? Will I be billed on whatever the hosue is appraised for over $100,000

Submitted: 25 days and 5 hours ago via PetPlace.
Category: Tax
Value: $30
Status: CLOSED
+
Read More

Optional Information

State/Country relating to question: Indiana

Accepted Answer

Selling the house for $1 is treated as a gift. For gift transaction to be considered - the donee should accept the gift and the donor - your father should file a gift tax return because the value of the gift is above $12,000 (for 2008).

Regardless on that - all gifts within one year before the death are generally included into the estate for estate and inheritance tax purposes.

A tax to be known as the "Indiana estate tax" is imposed upon a resident or nonresident decedent's estate.

 

In general, estates or beneficiaries of Indiana residents are required to file an inheritance tax return (Form IH-6) if the value of transfers to any beneficiary is greater than the exemption allowed for that beneficiary.

Exemptions are figured based on the relationship between the deceased individual and the beneficiary. These exemptions are as follows:

-- A surviving spouse and charitable organizations are 100 percent exempt from inheritance tax.

-- Parents, children, stepchildren (included if decedent's date of death is after June 30, 2004), grandparents, grandchildren and other lineal ancestors and lineal descendants are eligible for an exemption of $100,000 each.

 

The inheritance above that limit will be taxable - please see tax rates on the page 3 in instructions - http://www.in.gov/dor/files/ih-6inst.pdf

 

See also on the last page in instructions:

List all transfers of real or personal property which the decedent made by deed, gift or bargain sale in contemplation of death. Also list all transfers within one year prior to death. Indicate the date of each transfer, the name of each transferee, the type of property interest transferred and the fair market value of the property interest transferred.

Transfers within the year preceding death are presumed to have been made in contemplation of the death of the transferor. However, this presumption is rebuttable. To rebut the presumption, set forth all facts necessary for a proper determination of the taxability of such transfers; you must attach all necessary supporting documents to the back of the return.

Picture
Expert: LEV
Pos. Feedback: 99.3 %
Accepts: 
Answered: 10/28/2009

Tax Preparer

Taxes, Immigration, Labor Relations

+
Read More

Related Tax Questions

  • how do I prepay a mortgage loan
  • Chales Lake,Liz Wood,and Hal Parks have formed a ...
  • 2-Kahn retires from the Partnership of Kahn,Bean,and ...
  • I just closed out three mutual funds for a total of around ....
  • How much of my return goes to my ex-spouse if I get divorced
  • RCE Corporation issued 8%, 20-year bonds payable with a
  • What is the time period the IRS has to respond to ...
  • I need to know about title 5 please explain if there is a .....



Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.
Question List | Become an Expert | Terms of Service | Security & Privacy | About Us
© 2003-2009 JustAnswer Corp.