Roberta Ford died in 2009 . Her estate consisted of a mansion worth $900,000, a brokerage account with a date-of-death value of $1 million, and two vehicles with a combined value of $55,000 . Will her personal representative be required to file Form 706?

What will be an ideal response?


The gross estate is valued at $1,955,000 . The exclusion amount in 2009 was $3.5 million. The value of the gross estate is below the exclusion amount so the personal representative will not be required to file Form 706

Legal Studies & Paralegal

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