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Copy of Estate Taxes filed..

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Redrocr

Junior Member
What is the name of your state (only U.S. law)? California
I have another question regarding the tax returns that were filed for the Estate for the last 3 years. As a beneficiary are we entitled to request a copy of these? To not know anything about what was filed, what was claimed, deducted..
just wondering. Our Administrator said absolutely not...
 


LdiJ

Senior Member
What is the name of your state (only U.S. law)? California
I have another question regarding the tax returns that were filed for the Estate for the last 3 years. As a beneficiary are we entitled to request a copy of these? To not know anything about what was filed, what was claimed, deducted..
just wondering. Our Administrator said absolutely not...
Your administrator is wrong. All heirs are entitled to see that information.
 

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