11.011 Estate Tax Lien

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Requirement 11.011

Estate Tax Lien

 Estate Tax Lien Against Decedent’s Estate:  The abstract reveals that John Q. Owner  died, on  January 4, 2005, seized of  the captioned property. The abstract contains no information regarding the payment of federal estate taxes that may be due on the decedent’s estate.

 Requirement:  Ascertain whether a federal estate tax return was filed for the estate of  John Q. Owner. If such a return was filed, furnish a copy of the Internal Revenue Service Estate Tax Closing Letter and proof of payment of federal estate taxes. If such a return was not filed, furnish a list of the assets of the estate of  John Q. Owner, deceased, and an approximation of the values of those assets on January 4, 2005.

Copyright 2011 by Edward G, Hawkins. All rights reserved.