Estate Should Not Pay $3.8M Tax, Executors Tell 9th Circ.

By David Hansen · December 6, 2018, 7:11 PM EST

A retained annuity in a California woman's estate should not be taxed for $3.8 million because she did not control its assets nor retain a right to its income, her executors...

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Case Information

Case Title

Judith Badgley v. USA

Case Number

18-16053

Court

Appellate - 9th Circuit

Nature of Suit

2870 Tax Suits

Date Filed

June 07, 2018