HS-330 Exam Details

  • Exam Code
    :HS-330
  • Exam Name
    :Fundamentals of Estate Planning Test
  • Certification
    :American College Certifications
  • Vendor
    :American College
  • Total Questions
    :400 Q&As
  • Last Updated
    :Jul 14, 2026

American College HS-330 Online Questions & Answers

  • Question 121:

    Which of the following statements concerning antenuptial agreements is (are) correct?

    1.

    They are frequently used prior to second marriages.

    2.

    They can affect a surviving spouse's right to receive an intestate share of a deceased spouse's estate.

    A. Both 1 and 2
    B. Neither 1 nor 2
    C. 1 only
    D. 2 only

  • Question 122:

    The Decedent, T, died this year. The facts concerning T estate are:

    -Gross estate $2,700,000

    -Marital deduction 900,000

    -Charitable deduction 110,000

    -Gifts made after 1976 130,000

    -

    State death taxes payable 165,000

    A. $1,395,000
    B. $1,285,000
    C. $1,655,000
    D. $1,525,000

  • Question 123:

    Which of the following statements concerning the generation-skipping transfer tax (GSTT) is correct?

    A. The GSTT rate applicable to a transfer depends upon the amount of the gift.
    B. The lifetime exemption shelters a maximum of $1 million of transfers to grandchildren from GSTT for the current year.
    C. Tuition payments made by a grandparent directly to a university for a grandchild's education are exempt from GSTT.
    D. The annual exclusion against GSTT shelters gifts by a grandparent to a trust benefitting multiple grandchildren.

  • Question 124:

    A man died in February of this year. Last year, when he learned that he had terminal illness, he immediately made the following gifts and filed the required gift tax return: Fair Market Value Gift of listed stock to a

    -qualified charity $200,000

    -

    Gift of listed bonds to his wife 300,000

    -

    Gift of a boat to his son 10,000

    -

    Gift of a sports car to his daughter 10,000

    A. $200,000
    C. $290,000
    D. $520,000

  • Question 125:

    Which of the following statements concerning the imposition of state death taxes on property owned by a decedent is (are) correct?

    1.

    Real estate must be taxed in the state where the decedent was domiciled.

    2.

    Intangible personal property is generally taxed in the state where the decedent was domiciled.

    A. 2 only
    B. 1 only
    C. Neither 1 nor 2
    D. Both 1 and 2

  • Question 126:

    The following are facts concerning a decedent's estate:

    -Taxable estate $1,700,000

    -Pre-1977 taxable gifts 200,000

    -

    Post-1976 adjusted taxable gifts 50,000

    -

    Post-1976 gifts made to a qualified charity 100,000

    A. $1,750,000
    B. $1,850,000
    C. $1,900,000
    D. $1,700,000

  • Question 127:

    Which of the following statements concerning the estate tax marital deduction is correct?

    A. The marital deduction available to a decedent in a community-property state is equal to the total amount of community property.
    B. The marital deduction available to a decedent in a common-law state is limited to a maximum of $1 million.
    C. The marital deduction available to a decedent in a common-law state is equal to one half the adjusted gross estate.
    D. The marital deduction available to a decedent in a common-law state is equal to the net amount of qualifying property passing to the surviving spouse.

  • Question 128:

    A wife makes outright gifts of $76,000 to her son this year, and her husband agrees to split the gifts with her. Which of the following correctly states the amount of the taxable gifts?

    A. Wife $27,000, husband $27,000
    B. Wife $37,000, husband $37,000
    C. Wife $17,000, husband $37,000
    D. Wife $54,000, husband 0

  • Question 129:

    A father wants to accumulate funds for his 12-year-old son's college education. On the advice of his attorney, the father establishes an IRC Section 2503(c) trust and funds it with annual gifts. All the following statements concerning this arrangement are correct EXCEPT:

    A. In the event of the son's death prior to age 21, trust assets must either be payable to the son's estate or be subject to a general power of appointment held by the son.
    B. The father's annual gift tax exclusion must be reduced by any amount used to pay college tuition costs.
    C. The trust must be irrevocable.
    D. Any accumulated income and all trust principal must be available for distribution to the son when he attains age 21.

  • Question 130:

    A widower dies leaving a net probate estate of $300,000. At the time of his death, his descendants are as follows:

    A son, Joe, who has no children;

    A deceased daughter, Mary, whose two children, Irene and Sally, survive; and

    A daughter, Anne, who has one child, Harry

    Assuming that the widower's will provides for the distribution of his assets in equal shares to his children, per stirpes, which of the following correctly states the amounts each descendant will receive?

    A. $100,000 to Joe, $50,000 to Irene, $50,000 to Sally, $50,000 to Anne, and $50,000 to Harry
    B. $60,000 to Joe, $60,000 to Irene, $60,000 to Sally, $60,000 to Anne, and $60,000 to Harry
    C. $75,000 to Joe, $75,000 to Irene, $75,000 to Sally, and $75,000 to Anne
    D. $100,000 to Joe, $50,000 to Irene, $50,000 to Sally, and $100,000 to Anne

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