Q: Inheritance distribution
Hello, My mother passed in 2019. She has a will. Her three sons are equal beneficiaries. There was also a provision for her two nephews to receive $20,000 divided 3 ways from the son's proceeds. How to I pass the tax burden for my portion to the nephews?
A: This is not a legal question; it is a bean-counter question that--based upon the very small amount of money involved-- does not appear to need CPA or tax attorney scrutiny.
Terrence H Thorgaard agrees with this answer
A: Agreed. And it's not clear where the person who posed the question fits into things. Are you one of the three sons; if so; the nephews (your sons, I assume) inherit directly from their grandmother. In that event the bequests would not be taxable to you anyway. And finally the bequests would be way under the exclusion amount, so the federal death tax would appear to be zero.
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