Mom passed Sunday. We are working on post-mortem paperwork. No estate and inheritance tax filings needed due to value of estate.
The Executor/daughter lives in home with mom and is on deed/mortgage.
Do we need to file an L-9 form?
Read that 50% of the monies in estate account have to be left there and that no bills or admin costs paid from this amount until all tax forms in. Does this pertain to an L-9 form also since we don't have to do estate/inheritance tax forms?