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My Father passed away in April 2016. My Mother received a notice from the PA tax folks notifying her that the Pennsylvania tax-folks did not received a “Inheritance Tax Return”; Also, stating the return was due nine-months after my Father’s death.
Moving past any reasons it wasn’t filed before now... Is this a legal or tax issue? I forwarded the information to Mom’s lawyer, who is an estate-planner… Reports he was not familiar with the form. Again… Moving past the lawyer’s response… I get the feeling this is a tax issue (opinions on this?) which then would be an account’s responsibility.
Given my previous thoughts… I’ll assume this is a tax issue; If not, let me know.
In my Mother’s case her “accountant” is H&R Block… No bashing them… The situation is what it is. My Mother also subscribed to their “Peace of Mind” grantee.
If the prevailing opinion, is in fact, a tax issue… Anyone familiar with this H&R Block guarantee?
Any other questions to fill in the gaps… Let me know.