L-9 tax return requirements
My mother in law passed away in 2011. She was in her 90's and had not worked for years prior to that. She worked as a waitress with very low income. Her son as the executor of the estate and also a Class A beneficiary is asked to include her last tax filed form with an L-9 form for a waiver on inheritance tax. Not sure how to get that information after more than 10 years. Is there a limitation on how many years back that you have to provide that information?
Middlesex County New Jersey
Your question is about a very specific legal topic and may require professional advice to meet your individual needs. Please contact an attorney or other qualified legal advisor in your area. Cooperative Extension educational information should not be used as a substitute for seeking sound legal advice.
If you can't afford an attorney, you might want to contact a local legal services agency, pro bono legal clinic, or law school legal clinic for assistance.