Just one more thought.
I know some cases in my country where an elder or a group of elders have been pushing elderly people (mostley women/widovs) to change their wills. In one case the elders had formulated a new will and pushed the lady to sign it. The lady felt so bad about it that she told her daughter about it, and she helped her mother annulate that will.
So the thought of elders looking at tax returns is not that farfetched.