Bloomberg Law
Aug. 18, 2023, 9:19 PM

Estate Seeks High Court Review in Insurance Payout Tax Dispute

Jeffery Leon
Jeffery Leon
Reporter

The estate of a corporation founder has called on the US Supreme Court to review an Eighth Circuit holding that it must include life insurance proceeds as an asset in the company’s fair market value, saying it conflicts with rulings from other appeals courts.

The petition was filed to the high court by Thomas A. Connelly, the executor of the estate of Michael P. Connelly, who is fighting a $1 million tax deficiency assessed on the estate by the IRS after it determined that Crown C Corp., a St. Louis building materials company the Connellys owned, failed to report life ...

Learn more about Bloomberg Law or Log In to keep reading:

Learn About Bloomberg Law

AI-powered legal analytics, workflow tools and premium legal & business news.

Already a subscriber?

Log in to keep reading or access research tools.