estate-tax

5 cases — ← All topics

Case Title Lower Court Docketed Status Flags Tags Question Presented
23-571 Madeleine Pickens v. United States Ninth Circuit 2023-11-28 Denied Amici (1) 6324(a)(2) decedent-property estate-tax estate-taxes higley-v-commissioner iRS-authority personal-liability statutory-interpretation tax-lien trust-beneficiaries Whether the limiting phrase in Section 6324(a)(2) applies to both the verbs 'receives' and 'has'
23-146 Thomas A. Connelly, as Executor of the Estate of Michael P. Connelly, Sr. v. United States Eighth Circuit 2023-08-16 Judgment Issued Amici (3)Relisted (2) closely-held-corporation closely-held-corporations corporate-asset corporate-assets estate-tax federal-estate-tax life-insurance shareholder-redemption tax-valuation valuation Whether the proceeds of a life-insurance policy taken out by a closely held corporation on a shareholder in order to facilitate the redemption of the …
20-501 M. Christine Shaffer, as Executrix of the Estate of Adelaide Chuckrow v. Geoffrey E. Snyder, Commissioner, Massachusetts Department of Revenue Massachusetts 2020-10-16 Denied Response Waived due-process estate-tax income-interest marital-deduction predeceased-spouse trust Can a state impose an estate tax on the termination of an income interest in a trust
19-1460 Jan Major Mengedoht, Individually, and as Executor of the Carl A. Mengedoht Estate and as Trustee of the H C J Holdings Trust - Carl A. Mengedoht - H C J Holdings Trust v. United States Eighth Circuit 2020-07-07 Denied Response Waived administrative-record assessment assessment-authority civil-procedure-jurisdiction conveyance estate-tax estate-tax-lien lien property-conveyance small-business-self-employed subject-matter-jurisdiction treasury-delegation May a federal court exercise subject matter jurisdiction in an action to reduce to judgment an asserted estate tax lien case
18-241 Paminder S. Parmar, Individually and as Executor of the Estate of Surinder K. Parmar, et al. v. Lisa Madigan, Attorney General of Illinois, et al. Illinois 2018-08-24 Denied constitutional-challenge due-process estate-tax jurisdiction post-deprivation-remedy retroactive-application retroactivity sovereign-immunity statutory-interpretation tax-refund Whether the State of Illinois failed to provide the Petitioner taxpayer with a clear and certain post-deprivation procedure consistent with the Due Pr…