Acquiring Tax filings

[CLJM]

What is the name of your state (only U.S. law)? Washington

Is it possible for an adult child beneficiary/heir to acquire IRS tax filings on the deceased ? The purpose is to ascertain whether filings and/or payments have been done, done correctly, and to confirm investment accounts.

Thank you kindly

 

[justalayman]

has the decedents estate been through any probate proceedings? Has the son been appointed administrator or person rep of any such proceedings?

Unless the son has some authority to act on behalf of the estate, he does not have the authority to seek the information you ask about and only when acting on authority of the estate, he wouldn't be doing it for himself but in his authority as the administrator of the estate.

 

[CLJM]

has the decedents estate been through any probate proceedings? Has the son been appointed administrator or person rep of any such proceedings?

Unless the son has some authority to act on behalf of the estate, he does not have the authority to seek the information you ask about and only when acting on authority of the estate, he wouldn't be doing it for himself but in his authority as the administrator of the estate.

Thank you for your prompt answer, Justalayman.
The PR has been appointed and the estate is in probate.

 

[justalayman]

so, is this son the PR?

If not, then he has no direct right to seek the information you asked about.

If the answers sought affect the probate, then the PR should be seeking these records for the purposes of probate.

 

[CLJM]

so, is this son the PR?

If not, then he has no direct right to seek the information you asked about.

If the answers sought affect the probate, then the PR should be seeking these records for the purposes of probate.

A sister is the PR---also sister to the benificiary/heir. The PR most certainly has all the records, but unfortunately, she is not sharing information.

 

[justalayman]

If they are in the probate file, they can be accessed by anybody.

 

[CLJM]

If they are in the probate file, they can be accessed by anybody.

No, they are not in the case file. Washington, being non intervention, gives cause for very little to be filed by the PR. Thank you.

 

[justalayman]

If brother believes there is some inappropriate action or a failure to consider something such as you spoke of, if it affects the probate, he can deal with the courts. He can end up with either the courts review or being allowed to review anything if he can justify his request.

 

[CLJM]

If brother believes there is some inappropriate action or a failure to consider something such as you spoke of, if it affects the probate, he can deal with the courts. He can end up with either the courts review or being allowed to review anything if he can justify his request.

Thank you. The PR sister and the brother are excluding the 3rd child, (a sister) from information pertaining to the estate probate. Unfortunate.

 

[CLJM]

If not through probate, which is not possible---how about a possibility through the IRS ?

 

[LdiJ]

If not throught probate, which is not possible---how about a possibility through the IRS ?

Not possible...

The IRS is extremely limited as to whom they can release information to. In the case of an estate, they can only release information to the PR/Executor or someone holding a valid POA for the PR or Executor.

 

[CLJM]

Not possible...

The IRS is extremely limited as to whom they can release information to. In the case of an estate, they can only release information to the PR/Executor or someone holding a valid POA for the PR or Executor.

Thanks so much LdiJ---I didn't think so, but just wanted to try every avenue I can think of.

 

[justalayman]

If not throught probate, which is not possible---how about a possibility through the IRS ?

actually, through probate is their only avenue. If they can support a claim of malfeasance, they can compel the documents to be presented for review. If it is only curiosity or simply feeling left out, the chances are limited to not going to happen.

 

[CLJM]

actually, through probate is their only avenue. If they can support a claim of malfeasance, they can compel the documents to be presented for review. If it is only curiosity or simply feeling left out, the chances are limited to not going to happen.

One can't really have or support a claim of wrongdoing unless one first has the information in which they can determine and confirm what is going on.
Catch-22, I suppose. Thank you.

 

[tranquility]

Why does no one understand what an "accounting" is?

I'm certain cheating goes on in probate. Certain. But, the administrator will not be getting the assets named to another without a lot of official paperwork getting exchanged. It's not easy to disappear paperwork. Risky too.

Wait for the accounting and then review it with an expert. You'd be surprised how hard it is to commit actual fraud in this situation. Well, hard to commit without getting caught.