The probate court requires the Executor, Conservator, or Trustee of an estate, trust, or conservatorship to attest that all taxes have been filed. These include fiduciary income tax, estate transfer tax, property taxes, and any personal income tax returns of the decedent not previously filed. We will assist you in contacting the Internal Revenue Service, the State Department of Taxation, and the local Commissioner of Revenue to determine the status of these obligations. Due to the personal liability of the Executor, Conservator, and Trustee, it is important to address the tax issues as soon as possible to expedite the administration.
If we can be of assistance, please contact us for a free consultation regarding your tax obligations.