Thomas A. Connelly, as Executor of the Estate of Michael P. Connelly, Sr., Petitioner v. Internal Revenue Service
Case Number:
23-146
Court:
Nature of Suit:
Firms
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October 31, 2023
Justices Urged To Uphold Tax On $3.5M Life Insurance Payout
The estate of a man whose $3.5 million life insurance policy directed his brother to purchase his shares in their closely held company was correctly required to pay federal estate tax on the payout, the federal government told the U.S. Supreme Court.
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August 17, 2023
Justices Asked To Review Tax On $3M Life Insurance Payout
The estate of a man who died and left behind a life insurance policy allowing his family business to purchase his shares told the U.S. Supreme Court the estate was wrongly required to pay tax on the $3 million payout under an Eighth Circuit decision.
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