Discussion:Return of Premium - Includible in Estate?

From TaxAlmanac, A Free Online Resource
Note: You are using this website at your own risk, subject to our Disclaimer and Website Use and Contribution Terms.

From TaxAlmanac

Jump to: navigation, search

Discussion Forum Index --> Advanced Tax Questions --> Return of Premium - Includible in Estate?
Discussion Forum Index --> Tax Questions --> Return of Premium - Includible in Estate?

Waynecpa (talk|edits) said:

13 May 2008
I have an estate that is filing a 706 return and tax is owed. The executor received a check from an insurance company that they called "return of premium". After investigating, it appears that based on the number of years the deceased was with them, they sent this premium. Would this be includible in the gross estate?

RoyDaleOne (talk|edits) said:

13 May 2008
Removed.

Dennis (talk|edits) said:

13 May 2008
Return of Premium Term Life. Owner does have a general power.

Waynecpa (talk|edits) said:

13 May 2008
Sorry, I should have specified - this is not a life insurance policy, but an auto policy.

To join in on this discussion, you must first log in.
Retrieved from "http://www.taxalmanac.org/index.php/Discussion:Return_of_Premium_-_Includible_in_Estate%3F"
Personal tools

Discussion Forums