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What is the name of your state? Missouri
What is the name of your state? MO
My brother-in-law is the executor of my Father-in-law's estate. FIL passed away 4/26/2006. In order to properly discover debts and assists, I believe that my brother-in-law should have a copy of his father's tax return for 2006. The accountant is not sure that he can give my BIL my FIL's return. I believe that there are assets as yet undiscovered and the tax return would include much needed information; for instance: dividends earned on stock, so that we could determine any stocks to be included in the estate. Also we are looking for income from rental property that seems to have disappeared and lastly, being a good German, we believe that he may have had a safe deposit box at a bank to keep his records. He would have taken the rental of the safe deposit box off of his taxes as a repository for his tax papers.
The evil stepmother is being very difficult, and the kids deserve to receive what their father left to them. Did I mention that the evil stepmother has already received well over $250,000, not including half of FIL's pension for the rest of her life and the ownership of a nice vacation home and of course, a life estate in his home. This is getting very ugly and I want to help the heirs settle very quickly and fairly.
We need to get the 2006 Tax return. Is there a (legitimate )reason that the accountant can refuse?
Thanks!
Mike
What is the name of your state? MO
My brother-in-law is the executor of my Father-in-law's estate. FIL passed away 4/26/2006. In order to properly discover debts and assists, I believe that my brother-in-law should have a copy of his father's tax return for 2006. The accountant is not sure that he can give my BIL my FIL's return. I believe that there are assets as yet undiscovered and the tax return would include much needed information; for instance: dividends earned on stock, so that we could determine any stocks to be included in the estate. Also we are looking for income from rental property that seems to have disappeared and lastly, being a good German, we believe that he may have had a safe deposit box at a bank to keep his records. He would have taken the rental of the safe deposit box off of his taxes as a repository for his tax papers.
The evil stepmother is being very difficult, and the kids deserve to receive what their father left to them. Did I mention that the evil stepmother has already received well over $250,000, not including half of FIL's pension for the rest of her life and the ownership of a nice vacation home and of course, a life estate in his home. This is getting very ugly and I want to help the heirs settle very quickly and fairly.
We need to get the 2006 Tax return. Is there a (legitimate )reason that the accountant can refuse?
Thanks!
Mike