Joycelyn gave a diamond necklace to her granddaughter Emma. Joycelyn had purchased the necklace in 1980 for $20,000. The FMV of the necklace at the time of the gift was $50,000. After deducting the annual exclusion, the amount of the gift was $35,000. Gift taxes of $10,000 were paid. What is Emma's adjusted basis in the necklace?

A) $20,000
B) $28,571
C) $30,000
D) $50,000


B) $28,571

Emma's basis is the sum of her grandmother's basis in the property plus the share of the gift tax attributable to the appreciation as of the gift date. $20,000 + [$10,000 × ($50,000-20,000) / $35,000) = $28,571.

Business

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