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The Federal Estate Tax exemption for 2009 was 3.5 million dollars. Florida only charges tax if there are assets above the exemption amount. If the estate was less than 1 million dollars, no estate tax return would be filed. An estate tax return is only filed if the assets are above the exemption amount.
As far as income tax returns are concerned, the executor or trustee is required to file income tax returns until the final distribution and the estate is closed. They would file form 1041. A 1041 would be required if the income earned with the trust in a year was more than $600. If a 1041 was filed and you are one of the beneficiaries of the trust then you likely would have received a document called a K-1 showing your income tax liability for any distributions made from the trust.
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A trust is not involved.
My father died without having a will, which is why the court appointed a representative.
Some of the properties involved with the estate are rented.
How is the income from the properties after my father's death reported?
I have not received K-1s from the court appointed representative.
As I am aware, no distributions have been made.
Am I, as a beneficiary, entitled to received copies of the 1041s and final personal federal income tax return filed?
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