§2516 — Certain property settlements

19 citing cases

Where a husband and wife enter into a written agreement relative to their marital and property rights and divorce occurs within the 3-year period beginning on the date 1 year before such agreement is entered into (whether or not such agreement is approved by the divorce decree), any transfers of property or interests in property made pursuant to such agreement—

(1)

to either spouse in settlement of his or her marital or property rights, or

(2)

to provide a reasonable allowance for the support of issue of the marriage during minority,

shall be deemed to be transfers made for a full and adequate consideration in money or money’s worth.

  • Treas. Reg. §25.2516-1Certain property settlements Show full text ▾ Collapse ▴

    (a) Section 2516 provides that transfers of property or interests in property made under the terms of a written agreement between spouses in settlement of their marital or property rights are deemed to be for an adequate and full consideration in money or money's worth and, therefore, exempt from the gift tax (whether or not such agreement is approved by a divorce decree), if the spouses obtain a final decree of divorce from each other within two years after entering into the agreement.

    (b) See paragraph (b) of § 25.6019-3 for the circumstances under which information relating to property settlements must be disclosed on the transferor's gift tax return for the “calendar period” (as defined in § 25.2502-1(c)(1)) in which the agreement becomes effective.

  • Treas. Reg. §25.2516-1(a)Section 2516 provides that transfers of property or interests in property made under the terms of a written agreement between spouses in settlement of their marital or property rights are deemed to be for an adequate and full consideration in money or money's worth and, therefore, exempt from the gift tax (whether or not such agreement is approved by a divorce decree), if the spouses obtain a final decree of divorce from each other within two years after entering into the agreement. Show full text ▾ Collapse ▴

    Section 2516 provides that transfers of property or interests in property made under the terms of a written agreement between spouses in settlement of their marital or property rights are deemed to be for an adequate and full consideration in money or money's worth and, therefore, exempt from the gift tax (whether or not such agreement is approved by a divorce decree), if the spouses obtain a final decree of divorce from each other within two years after entering into the agreement.

  • Treas. Reg. §25.2516-1(b)See paragraph (b) of § 25. Show full text ▾ Collapse ▴

    See paragraph (b) of § 25.6019-3 for the circumstances under which information relating to property settlements must be disclosed on the transferor's gift tax return for the “calendar period” (as defined in § 25.2502-1(c)(1)) in which the agreement becomes effective.

  • Treas. Reg. §25.2516-2Transfers in settlement of support obligations Show full text ▾ Collapse ▴

    Transfers to provide a reasonable allowance for the support of children (including legally adopted children) of a marriage during minority are not subject to the gift tax if made pursuant to an agreement which satisfies the requirements of section 2516.

19 Citing Cases

Section 2516 provides in part as follows: Where a husband and wife enter into a written agreementrelative to their marital and property rights and divorce occurs withinthe 3-yearperiod beginning on the date 1 year before such agreement is entered into (whether or not such agreement is approved by the divorce decree), an

London v. Commissioner T.C. Memo. 1998-346 · 1998

section 2516, to mean crimes or criminal conduct. However, respondent is not using the contents of the intercepted communications in this proceeding as proof of tax evasion or some other tax offense. To the contrary, respondent is using the intercepted communications in these civil tax cases to satisfy the Commissioner's burden of proof with respec

Estate of Smith v. Commissioner 94 T.C. 872 · 1990
McDonald v. Commissioner 89 T.C. 293 · 1987
Kluger v. Commissioner 83 T.C. 309 · 1984
Perillo v. Commissioner 78 T.C. 534 · 1982
Estate of Satz v. Commissioner 78 T.C. 1172 · 1982
Estate of Fenton v. Commissioner 70 T.C. 263 · 1978
Estate of Iversen v. Commissioner 65 T.C. 391 · 1975
Spruance v. Commissioner 60 T.C. 141 · 1973
Estate of Hundley v. Commissioner 52 T.C. 495 · 1969
Estate of Nelson v. Commissioner 47 T.C. 279 · 1966
Estate of Glen v. Commissioner 45 T.C. 323 · 1966
Estate of Keller v. Commissioner 44 T.C. 851 · 1965
United States v. Gray 521 F.3d 514 · Cir.
United States v. Cisneros 206 F.3d 448 · Cir.
United States v. Jackson · Cir.
Alkon v. United States 239 F.3d 565 · Cir.
Alkon v. United States 43 V.I. 325 · Cir.

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