Great Neck, NY asked in Estate Planning for New York

Q: How can I see if an estate tax return was filed?

I am waiting to be reimbursed for the final expenses that I covered. The will stipulates that the estate will cover the costs. I paid the final expenses in April of 2019. My last correspondence with the attorney (about 6 weeks ago) was that because the decedent owned property in another country there has been some delays. He used the Covid situation as a justification for the delay. He may be telling the truth, but the estate was not that large and complex that it could not have been wrapped up in 2019. I have a feeling that they are dragging this out due to personal issues the executor has with me. How can I see if the estate has been settled?

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1 Lawyer Answer
Michael David Siegel
Michael David Siegel
Answered
  • New York, NY
  • Licensed in New York

A: You cannot see the returns. You can go to the court to see the file to see if the estate is closed. Did you file a claim? If so, you can petition to compel payment of it.

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