ROBERTS v. ROBERTS

Record No. 000071.

536 S.E.2d 714 (2000)

Scott T. ROBERTS, Executor of the Estate of Levi J. Roberts, Deceased v. Craig T. ROBERTS, et al.

Supreme Court of Virginia.

November 3, 2000.


Attorney(s) appearing for the Case

J. Gray Lawrence, Jr. (Faggert & Frieden, on briefs), Chesapeake, for appellant.

Craig T. Roberts, Pro se.

No brief or argument for appellees Nancy L. Roberts, Robin R. Tuite, Terri R. Erichsen, and Susan R. Clark.

Present: All the Justices.


LEMONS, Justice.

In this appeal, we consider whether Code § 64.1-57(1)(k) insulates a fiduciary against a claim of negligence in the preparation and filing of an estate tax return by. an "agent or professional representative."

I. Background

Admiral Levi J. Roberts ("Levi Roberts") died on December 24, 1989 in the City of Norfolk. On January 4, 1990, appellant, Scott T. Roberts ("Scott" or "executor"), the grandson of the deceased, was qualified...

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