Estate Tax return

[franmurray]

undefinedWhat is the name of your state? MA

When a spouse passes away and coowns property, bank accounts, etc, is there any special requirement to do a special estate tax return, assess property, and record "inheritance" from the death? Does MA put a lien on property when a spouse dies and clear it when you record the death certificates in Probate court?

 

[Dandy Don]

You need to consult with a local CPA or tax accountant about the requirements for the estate tax return. A lot depends on the value of the estate.