[WSBAPT] Personal Liability of PR and Income Taxes

[Diane J. Kiepe]

Please share your practice in addressing income taxes of a decedent for final years and prior years.  I am reconsidering my approach.

I have been fortunate enough to have not had any PRs receive a note from the IRS for past due taxes of a decedent but I did recently order transcripts for a decedent so we (the PR and myself) could satisfy ourselves as to no returns be delinquent and it did turn out a small amount was owed.  We were able to pay it off with estate assets and then make distributions.  In another odd case, it was discovered that the decedent, who fell into a very, very narrow niche, was entitled to a refund.  We got that paid to the estate.  We knew to look into that decedent's taxes based on some paperwork found in the home.

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20220302/f3e4e9c4/attachment.html>