§2034 — Dower or curtesy interests

5 citing cases

The value of the gross estate shall include the value of all property to the extent of any interest therein of the surviving spouse, existing at the time of the decedent’s death as dower or curtesy, or by virtue of a statute creating an estate in lieu of dower or curtesy.

  • Treas. Reg. §20.2034-1Dower or curtesy interests Show full text ▾ Collapse ▴

    A decedent's gross estate includes under section 2034 any interest in property of the decedent's surviving spouse existing at the time of the decedent's death as dower or curtesy, or any interest created by statute in lieu thereof (although such other interest may differ in character from dower or curtesy). Thus, the full value of property is included in the decedent's gross estate, without deduction of such an interest of the surviving husband or wife, and without regard to when the right to such an interest arose.

5 Citing Cases

Estate of Whittle v. Commissioner 97 T.C. 362 · 1991
Estate of Kyle v. Commissioner 94 T.C. 829 · 1990
Estate of Johnson v. Commissioner 77 T.C. 120 · 1981
Estate of Christ v. Commissioner 54 T.C. 493 · 1970
United States v. James D. Paulson 68 F.4th 528 · Cir.

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