@SCHUETZ1619 wrote:
.....I have signed the return and indicated that I am the successor trustee. Is this correct? There is a refund due. Does this require further action on my part?
You might want to consult with a local tax professional.
However, assuming you are referring to the final 1040, you need to file a Form 1310 to claim a refund on behalf of the decedent. Further, you should sign that return with your name as "personal representative".
