Form 1310 was where I started this journey. You're right -- except that the 1310 requires that the personal representative submit the court order of appointment as personal representative. The will alone is not acceptable. This requires costly probate, the avoidance of which was the purpose of the trust in the first place.
The reason I'm on this forum is to find a way out of this circular maze. I can't believe that the only way out—without probate—is to abandon the refund. But maybe it is.
