Related Definitions
What is Estate Tax Return?
The tax return filed by the executor of an estate that reports the value of the estate and calculates any estate taxes owed.
A formal document filed with the IRS or state tax authority that reports the value of a decedent’s estate and calculates any estate taxes owed. The return includes information about assets, liabilities, deductions, and credits. It must be filed by the executor or administrator and is essential for ensuring compliance with tax laws, as well as for settling the estate’s financial obligations before distribution.
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Related Articles
Insights and advice on trust and probate estate litigation from our blog.
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Key Takeaways Introduction When a professional serves in a fiduciary role they have a responsibility to do the best possible job for the client [...]
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Executive summary Introduction Probate can be a helpful process for distributing the estate assets of a deceased individual to the rightful heirs and beneficiaries. [...]
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California Successor Trustee Checklist
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Key Takeaways Introduction A successor trustee is the individual first in line to take over the administration of a trust when the initial trustee [...]
- Probate Administration
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Executive Summary Learning About Probate & Non-Probate Assets in California Even when times are difficult, managing estate assets efficiently is essential to avoid legal [...]
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Key Takeaways Introduction Probate is a complex process that involves managing a deceased person’s assets and distributing them from their estate to identified beneficiaries. [...]
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Executive Summary Introduction The probate administration process is the court process by which a decedent’s creditors are paid and their remaining assets are distributed [...]