Trust Doesn't Owe $38K Estate Tax Deficiency, 9th Circ. Told

By Kat Lucero · June 16, 2023, 6:49 PM EDT

A dead woman's irrevocable trust told the Ninth Circuit it does not owe more than $38,000 in estate taxes due to money the woman transferred to her son while she was...

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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