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Brother died, considered a wrongful death. I'm probating his estate. What do I do about taxes?

My brother recently died in a car accident and it was rulled a wrongful death. We recently recieved personal injury money which is not sitting in his estate account. What do I have to do about taxes? I heard the money is tax free? If so, what do I do next? Do I need to do file anything?

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Attorney answers (2)

Reputation Level 20
The Massachusetts Department of Revenue is looking for either an Estate Tax Return or a waiver of same depending on the amount of his estate. If he owned real estate, there is a statutory lien on his property due to the death and before that could be released and the property sold with clear title either the DOR release or the affidavit, and the death certificate must be recorded in the registry of deeds. Simple. The guidelines are on the DOR website.

Reputation Level 20
The Massachusetts Department of Revenue is looking for either an Estate Tax Return or a waiver of same depending on the amount of his estate. If he owned real estate, there is a statutory lien on his property due to the death and before that could be released and the property sold with clear title either the DOR release or the affidavit, and the death certificate must be recorded in the registry of deeds. Simple. The guidelines are on the DOR website.

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