[LikeLight]

In my state, the safe deposit box contents cannot be removed until an inventory is completed via the state authorities, for inheritance tax documentation purposes (i.e. whatever was in the box must be accounted for on the death tax return). Perhaps this was not the intention of the poster who suggested cleaning out the box, but from my experience, that's exactly what some clients are thinking - if we can get our hands on this stuff, "no one ever has to know about it". Which is exactly why the state requires the inventory, to stop inheritance tax evasion.

[VA Advogado]

Perhaps this was not the intention of the poster who suggested cleaning out the box

The context here has strictly been access to documents. I apreciate your more civil response. JD is providing a good "thinking" moment here. I dont think attacks are needed.

[JD86]

In my state, the safe deposit box contents cannot be removed until an inventory is completed via the state authorities, for inheritance tax documentation purposes (i.e. whatever was in the box must be accounted for on the death tax return). Perhaps this was not the intention of the poster who suggested cleaning out the box, but from my experience, that's exactly what some clients are thinking - if we can get our hands on this stuff, "no one ever has to know about it". Which is exactly why the state requires the inventory, to stop inheritance tax evasion.

This is mostly true in Kentucky too. We can access the box to get the will out but nothing else is allowed out of the box before the tax inventory. I would never advise anyone to try to circumvent the inventory.