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Santa Ana California Form 706: What You Should Know

California Gift Tax Returns & California Gift Tax Exclusion (Form 1041.5). The executor must file federal estate tax return with the Trust. The executor should complete and file a State Estate Tax return with the county clerk's office. See  California Probate Laws () for a more detailed explanation of the California probate laws. This applies specifically to estates with beneficiaries that are not California residents. See Also, see for more information. For California estate planning, please visit our California probate page.

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