Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / tax-analysis-in-kind-distributions.docx
tax-analysis-in-kind-distributions.docx
Parties
HARKNESS LLP
M. Briarwood Irrevocable
M. Briarwood
Caldwell Fiduciary Services Inc
Pinnacle Valuation Group LLC
M. Casella
Trust Corp
Capital Partners Fund III LP
Dates
February 20, 2024
March 3, 2008
December 31, 2015
January 22, 2024
December 31, 2023
March 1, 2024
January 1, 2016
December 3, 2023
December 5, 2023
May 20, 2024
Amounts
$18,675,000
$14,525,000
$8,300,000
$41,500,000
$19,100,000
$4,945,000
$14,155,000
$22,400,000
$5,725,000
$8,375,000
Obligations
DNI serves as a ceiling on the Trust's distribution deduction under § 661 and on the amount that beneficiaries must include in their gross income under § 662