Get your taxes done using TurboTax

If your girlfriend is the personal representative, she should file a final return for her mother complete with a Form 1310.

 

On Form 1310 she will indicate that she agrees to pay the refund out according to state law. She will receive the refund check (in full) and will then pay her brother one-half of the refund.

 

See https://www.irs.gov/pub/irs-pdf/f1310.pdf

 

 

View solution in original post