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Returning Member
posted Dec 15, 2023 5:45:48 PM

How do I get refund check in my name to deposit and distribute per her will? My mother passed away. Only asset left is her tax refund.?

I am the coexecutor in the will with my brother. We elected not to go through probate because everything except tax refund was pay on death accts.

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3 Replies
Level 15
Dec 15, 2023 6:20:46 PM
Returning Member
Dec 15, 2023 6:42:30 PM

On form 1310. I am assuming that in Part I I check C (person other than A or B). In Part II Did the decedent leave a will I check Yes. Has court appointed personal representative I check No, because we did not go through Probate because she had no assets other than Tax Return Refund.  As person claiming refund for the decedent’s estate will you pay out the refund according to laws of state., I checked Yes on this on advice of our lawyer.  Anyway are my assumptions correct for this filing.  As executor we plan to follow distributions on the will after resolving remaining debts.

Level 15
Dec 15, 2023 7:02:31 PM

Yes, sounds correct.