Signature on Gift Tax Return

#2 01-03-2008, 07:51 PM

Harlan Lunsford wrote:
- quote -

> George Anthony wrote:
> > A client of mine had given several substantial gifts of cash during
> > the year and a Gift Tax Return was going to be filed in January 2008.
> > However, the client died in December 2007.
> > > Will I still be able to file the form 709 or will the Estate have to
> > file it? If I file it, who will sign it?
> All facts point to the estate's executor or administrator only who will
> sing the return.

And SIGN it, too!

ChEAr$,
Harlan Lunsford

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

#1 01-03-2008, 02:41 AM

On Jan 2, 4:19 pm, "George Anthony" <mrblandi...[at]atlanticbb.netwrote:
- quote -

> A client of mine had given several substantial gifts of cash during the year
> and a Gift Tax Return was going to be filed in January 2008. However, the
> client died in December 2007.
> Will I still be able to file the form 709 or will the Estate have to file
> it? If I file it, who will sign it?
> Thanks in advance
> George L. Anthony
> Anthony's Income Tax Service
> 1602 Killian Avenue
> Johnstown, PA 15909-1220
> (814) 322-4740
> geoanth...[at]atlanticbb.net

The executor of the estate should sign the 709.

___________________________________
<<< Benjamin Yazersky, CPA [NJ & NY] > > -----> real address on hobokeni or hobokenx <-----

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--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

01-02-2008, 09:24 PM

George Anthony wrote:
- quote -

> A client of mine had given several substantial gifts of cash during the year
> and a Gift Tax Return was going to be filed in January 2008. However, the
> client died in December 2007.
> Will I still be able to file the form 709 or will the Estate have to file
> it? If I file it, who will sign it?

All facts point to the estate's executor or administrator only who will
sing the return.

ChEAr$,
Harlan Lunsford, EA n LA

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

#-1 01-02-2008, 08:19 PM

A client of mine had given several substantial gifts of cash during the year
and a Gift Tax Return was going to be filed in January 2008. However, the
client died in December 2007.

Will I still be able to file the form 709 or will the Estate have to file
it? If I file it, who will sign it?

Thanks in advance

George L. Anthony
Anthony's Income Tax Service
1602 Killian Avenue
Johnstown, PA 15909-1220
(814) 322-4740
geoanthony[at]atlanticbb.net

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

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