[WSBAPT] Personal Rep and Income Taxes

[Paul Neumiller]

"Hi, thank you using me as your attorney to help guide you through the probate process.  But I am an attorney and not an accountant, bookkeeper, or certified public accountant.  You will need to hire an accountant to assist you in finalizing the decedent's taxes.  Let me know what you guys come up with."    I also put this in writing in my standard PR duties letter to the PR right after probate is opened: "Additionally, you are responsible for filing Decedent's final individual income tax return for the year of the date of death.  You may be asked to provide the IRS with Form 56 (Notice Concerning Fiduciary Relationship) to establish that you are acting as the Decedent's personal representative.  If you would like, I will work with you and your accountant on the preparation of this return."


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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Diane J. Kiepe
Sent: Tuesday, September 13, 2022 3:11 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Personal Rep and Income Taxes

Hello All,

I know this conversation went around before but I'm hoping one or two (or more) of you would share your process in a probate in dealing with income taxes for the decedent; in particular how to find out if there are any outstanding taxes owed for prior years.

Thanks in advance.

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

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