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Hi Alexander,
Thank you for the reply.
Since my mother left behind only cash in her bank and they were all in joint accounts with me and my siblings, no estate executor is needed. My father will be the one to file any gift tax returns on my mother’s behalf. I guess what I’m asking is that since the money in the joint account was later passed to us and not gifted while she was alive, could my father use the 709 gift tax return form to file in my mother’s behalf?
February 18, 2020
6:05 PM