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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Listmates:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">How many of you routinely request a prompt assessment or release of liability for the PR from the IRS when the estate is taxable? Or do you just wait for the
closing letters, distribute, and call it good? The estate CPAs are strongly recommending we not request either a prompt assessment or release of liability because we would just be inviting an audit. But I understand that even after the closing letters, the
IRS could re-open the matter and request an audit, for up to 3 years after the filing, although it apparently rarely ever happens. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">I have an estate where the PR is not a beneficiary, just a poor family member who got sucked into serving as PR and the beneficiaries would not return any money
if necessary without a fight. No distributions have been made and I’m going to discuss the pros and cons with the PR and let her make the decision, but I’m wondering if the CPAs are being overly afraid. I thought this was a rather routine request.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Thanks, <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#0070C0">Donna<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#0070C0"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#0070C0">Donna M. Calf Robe<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#0070C0">Attorney at Law<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#0070C0">DUSSAULT LAW GROUP<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#0070C0">2722 Eastlake Ave. E., Ste. 200<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#0070C0">Seattle, Washington 98102-3143<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#0070C0">Phone (206) 324-4300, extension 113<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#0070C0">FAX (206) 324-3106<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#0070C0"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana","sans-serif";color:black">The information transmitted in this e-mail message and attachments is attorney-client information, is privileged or confidential material and is intended only
for the use of the individual or entity named above. You are hereby notified that any disclosure, copying, distribution, review by or taking of any action in reliance on the contents of this e-mail information by unauthorized persons is strictly prohibited.
All personal messages are solely the views of the sender, and are not to be attributed to Dussault Law Group. If you have received this transmission in error, immediately notify the sender by reply e-mail and permanently delete this transmission and all copies
including attachments.</span><span style="font-size:10.0pt;font-family:"Verdana","sans-serif";color:#0000A0"> </span><span style="font-size:10.0pt;font-family:"Verdana","sans-serif";color:black"> </span><span style="font-size:10.0pt;font-family:"Book Antiqua","serif";color:black"><o:p></o:p></span></p>
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