Carter v. United States of America

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Case Number:

5:18-cv-01380

Court:

Alabama Northern

Nature of Suit:

Taxes

Judge:

Magistrate Judge Herman N Johnson, Jr

  1. October 21, 2019

    Ala. Court Denies Heiress Redo On $3.7M Tax Refund Claim

    An Alabama federal court on Monday declined to alter its judgment denying an heiress's claim for a $3.7 million estate tax refund, saying she had failed to meet the requirements for relief.

  2. September 06, 2019

    Ala. Heiress Seeks Redo On $3.7M Tax Refund Claim Denial

    An Alabama heiress asked a federal court to alter its judgment denying her claim for a $3.7 million estate tax refund, saying that she still had not exhausted remedies with the Internal Revenue Service.

  3. August 09, 2019

    Depression Can't Extend Deadline For $3.7M Refund Claim: Court

    An Alabama heiress cannot claim depression as an alleged financial disability to extend the deadline for submitting a $3.7 million estate tax refund claim because estates can't qualify for financial disability by law, an Alabama federal court ruled Friday.

  4. February 12, 2019

    Estate's Loss 'Troubling' But Refund Claim Too Late, US Says

    The U.S. government has asked an Alabama federal court to dismiss a suit to recoup a $3.7 million estate tax refund, saying while the executor's claim of financial loss caused by fraud was "troubling," time to request the refund had expired.

  5. January 15, 2019

    Depression Extends Time To Seek $3.7M Refund, Heiress Says

    Anxiety and depression should count as a financial disability to extend the deadline for seeking a $3.7 million estate tax refund, the same as it would for an individual, an heiress has told an Alabama federal court.

  6. December 03, 2018

    US Says Alabama Heiress Filed $3.7M Tax Claim Too Late

    An Alabama heiress seeking a $3.7 million tax refund filed her claim too late, the U.S. has told an Alabama federal court. 

  7. August 29, 2018

    Alabama Heiress Seeks $3.7M Tax Refund For Overvalued Stock

    An Alabama woman is seeking a refund of more than $3.7 million for federal taxes on an estate she inherited, saying it was overvalued because much of its stock value was later determined to be inflated because of fraud.