Estate Owes $38K Tax Deficiency, 9th Circ. Affirms

By Anna Scott Farrell · April 2, 2024, 12:53 PM EDT

The estate of a woman whose trust transferred $1.06 million to her son before she died owes $38,000 in federal estate taxes because some transfers were loans to prop up his...

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Case Information

Case Title

Estate of Mary P. Bolles v. CIR

Case Number

22-70192

Court

Appellate - 9th Circuit

Nature of Suit

tax court 

Date Filed

August 30, 2022