<div dir="ltr">There are some issues pertaining to the need of a PR to withhold taxes owed to the government from out of country beneficiaries. Just what to withhold depends on the treaty or protocol between our country and their country of residence. It is far easier to compute all taxes (income, capital gains etc) and then deliver the balance to the appropriate legatees. I had a 3 million dollar estate, with over 100 beneficiaries, half of whom were in Canada. The tax owed in our situation was less than $1500 and it was easier (cheaper for the estate) to pay the tax than to compute each individual's share and withhold those amounts....run the numbers to see where you stand.</div><div class="gmail_extra"><br><div class="gmail_quote">On Fri, Feb 27, 2015 at 2:10 PM, Sherry Bosse Lueders <span dir="ltr"><<a href="mailto:sherry@sherryluederslaw.com" target="_blank">sherry@sherryluederslaw.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
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<p class="MsoNormal">A similar question to one posed yesterday, but with a slight twist in facts: Decedent has a tax-deferred account paid to the Estate, but several of the Estate’s beneficiaries live outside the U.S. and are not U.S. citizens. When dealing
with beneficiaries who would not otherwise owe US income tax, should the estate still distribute the full amount and instruct the beneficiaries to consult with an accountant regarding taxes owed on the distribution? The countries involved are the Czech Republic
and Japan – does anyone have specific experience with making distributions in those countries?<u></u><u></u></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Sherry Bosse Lueders</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif"> | Of Counsel<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Stacey L. Romberg, Attorney at Law<u></u><u></u></span></p>
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