How does one claim a refund of inheritance taxes paid?
Beginning August 1, 2008, all persons who paid inheritance taxes based on deaths occurring after June 30, 2004 may claim a refund of those taxes between August 1, 2008 and December 31, 2009. No claims for refund will be processed before August 1, 2008. To file a claim for refund, complete and file a Claim for Refund of Taxes Paid, Form R-20127.