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My mother had a Trust, and that was not bad as far as obtaining an EIN, opening a bank account, and paying the Trust taxes till the assets were distributed.
After she passed to handle my mothers personal taxes I had to fill out a few IRS forms for deceased and go to surrogate court and fill out an application for permission to open a bank account and to do her taxes and distribute all the assets that were not in the Trust agreement. The surrogate court mailed letters to all my siblings notifying them. A precaution if any of them wanted to dispute me as Executor.
I will say, when I called the IRS it went fairly smoothly and the wait time was minimal. There was a small problem they told me they could not discuss over the phone and I made an in person reservation. Amazingly, they closed the local IRS office 3 miles down the road just before this, and I had to drive to one 20 miles away. I brought all my papers and POA, the agent looked things over, had me check a box and sign and all was done. There was a woman there with no appointment, but they took care of her after a small wait.
It may be that my issues were a few months after April 15th. I would think they would be swamped earlier in the year.
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Ed
1973.5 T
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