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Home→Tags Future interest compromise

Tag Archives: Future interest compromise

Future Interest Compromise Cannot be Contested Once Accepted

Once a notice of appraisement has been issued accepting an inheritance tax return that included an offer of a future interest compromise and the tax has been been paid, neither the Commonwealth nor the estate may protest or appeal the … Continue reading →

Posted in Opinions | Tagged Future interest compromise, Inheritance tax appraisement

Principal Distributions not Limited by Other Sources of Income

Value of trust remainder subject to inheritance tax was valued taking into account the right of the spouse, who was the income beneficiary, to principal for the spouse’s health, support, maintenance, or education without taking into account other sources of … Continue reading →

Posted in Opinions | Tagged Future interest compromise, Inheritance Tax

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