Estate Law

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I received $56,000 from my deceased mother's estate in 2017.

I received $56,000 from...

I received $56,000 from my deceased mother's estate in 2017. I live in California. Is this money taxable?

Lawyer's Assistant: Since estate law varies from place to place, can you tell me what state this is in?

California

Lawyer's Assistant: What documents or supporting evidence do you have?

Her Estate paperwork which spells out how the money is to be distributed to her children

Lawyer's Assistant: Anything else you want the lawyer to know before I connect you?

Yes, I am preparing my tax return and the program is making me pay tax on this money

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Answered in 5 minutes by:
3/19/2018
Loren
Loren, Attorney
Category: Estate Law
Satisfied Customers: 38,737
Experience: 30 years experience in the practice of estate law.
Verified
Thank you for using JA. I am Loren, a licensed attorney for over 30 yrs., and I am here to help.
I am a certified expert on JustAnswer since 2009, with nearly 100% in satisfied customer ratings. So, we should be able to work through your problem.
I appreciate your patience as I review your question. I will post my response shortly.
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The site may ask you if you wish to speak by phone for an extra charge. Many find the phone call to be the easiest and fastest way to get the information they need without posting on a public forum. I am also happy to continue online.
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My condolences for your loss.
An inheritance is not taxed as income to the recipient.
Loren
Loren, Attorney
Category: Estate Law
Satisfied Customers: 38,737
Experience: 30 years experience in the practice of estate law.
Verified
Loren and 87 other Estate Law Specialists are ready to help you
Ask your own question now
Customer reply replied 3 months ago
Thank you Loren. There is no state or federal taxation in California. Is this correct?
Customer reply replied 3 months ago
No, no call please. Thanks
Correct, no federal or CA state income (or inheritance) tax to recipient on an inheritance.
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Loren
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