Duties of Executor 4 of 5

 

VII  MAKES ALL YOUR TAX RETURNS: An intricate and involved procedure in which particular forms of information and return must be prepared and filed with each taxing body

  • Pays your income taxes.
  • Attends to Income Tax for part of year prior to your death.
  • Files return and pays tax for part of year after your death.
  • Makes careful survey of all possible tax claims to see that no further liability exists upon review by the government.
  • Pays your inheritance and estate taxes.
  • Ascertains and pays inheritance tax in state of residence; obtains waivers for transfer of securities.
  • Arranges for necessary proceedings to release securities of property located in other states.
  • Files preliminary notice, prepares return, and pays both State Inheritance and Federal Estate Tax.

Clemya Matthews

446987 Mobile: 614-582-5396 Office: 614-410-1803

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614-410-1803