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Old 04-11-2011, 01:55 PM
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Tax Lien Question

My Grandmother passed away in 2008. In 2009 my aunt received an amended 2007 tax return from the IRS stating my Grandma sold stock and did not report the gain. Since no one responded to the IRS, we now have a tax lien against my Grandma.

What are her options? Is she responsible for my Grandma's IRS debt? Also,
there was no estate or probate, everything went to my uncle.

Just a note: My uncle actually received all the money from the sale of the
stock, but he thinks the debt should be split among the heirs.

Thank you, Tammy



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Old 04-13-2011, 06:23 AM
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do you mean the lien is against your aunt seeing as your Grandmother has passed away?



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Old 04-13-2011, 08:40 AM
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Tax Lien Question

The certified mail from the IRS is only addressed to my Grandma. As of yet, my aunt has received nothing her name, nor has my my uncle.

Thank you, Tammy



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Old 04-14-2011, 04:15 AM
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“What are her options? Is she responsible for my Grandma's IRS debt?”- Also,there was no estate or probate, everything went to my uncle.”---> In general, tax debt will not truly become the responsibility of the Debtor’s family once the Debtor passes away, but there are some exceptions to this rule. Although it is rare, there are situations that would cause family members of the deceased to feel the wrath of the IRS. If the deceased leaves an estate or an inheritance to his family, it can be seized to satisfy the outstanding Tax Debt. If a family member’s share of the inheritance has already been spent, the IRS may pursue them for the funds. So, when you pass away, you do not want to leave a tax burden for the ones you love. IRS Tax Debt issues are unavoidable, even in death. That being said, tax debts must take priority if you don’t want your family and loved ones to be stuck with the bill. Needele to say, wise tax planning is needed.I guess you may need to contact your tax attorney specializing taxation.



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Old 04-16-2011, 01:18 AM
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omg, they can lien your Grandmother's accounts? I am so sorry they did this, it is so wrong. I wish you all the best and hope your question gets resolved. Best of luck



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