Q: DO YOU HAVE TO LIST ANY CLOSED BENEFICIARY ACCOUNTS ON AOC-E-505 FOR ESTATE?
I WAS THE BENEFICIARY TO MY DADS ACCOUNTS AND CLOSED THEM OUT AND HE OWNED A HOUSE THAT IS NOW GOING TO AN ESTATE BECAUSE THERE WAS NO WILL. DO I HAVE TO LIST THOSE ACCOUNTS THAT I CLOSED?
A: The house should not be part of the estate unless there are debts to be paid, and yes, you have to list all accounts that were open as of the date of his death.
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