Estate of Mary P. Bolles v. CIR

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Case overview

Case Number:

22-70192

Court:

Appellate - 9th Circuit

Nature of Suit:

tax court 

  1. April 16, 2024

    Estate Asks 9th Circ. For Rehearing Over Tax Bill

    The estate of a woman whose trust transferred $1.06 million to her son before she died is asking the Ninth Circuit to rethink its decision upholding $38,000 in federal estate taxes, arguing that the U.S. Tax Court lacked authority to determine the deficiency in the first place.

  2. April 02, 2024

    Estate Owes $38K Tax Deficiency, 9th Circ. Affirms

    The estate of a woman whose trust transferred $1.06 million to her son before she died owes $38,000 in federal estate taxes because some transfers were loans to prop up his architecture practice, the Ninth Circuit affirmed.

  3. September 05, 2023

    9th Circ. Urged To Back Estate Tax Bill For $1M In Transfers

    The U.S. Tax Court correctly ruled that a dead woman's irrevocable trust owes more than $38,000 in estate taxes stemming from transfers she had made to one of her children, the federal government argued to the Ninth Circuit on Tuesday.

  4. June 16, 2023

    Trust Doesn't Owe $38K Estate Tax Deficiency, 9th Circ. Told

    A dead woman's irrevocable trust told the Ninth Circuit it does not owe more than $38,000 in estate taxes due to money the woman transferred to her son while she was alive.