PA income tax REFUND for a deceased taxpayer

[opicher]

My mother-in-law passed last year, so we're filing her PA-40 state income tax for Pennsylvania. She is owed a refund. How do we make sure the check comes made out to my wife (the executrix) rather than to my late MIL? The Feds have a form for this, but what about Pennsylvania?

[DianeW777 · Accepted solution]

Include the Form 1310 for Pennsylvania (PA) as well. They should issue the refund in the name of your wife.  Another option is to use your wife's bank account to request a direct deposit of the refund.

Deceased Claimant: PA-40 Instructions

Pennsylvania law does not specifically exclude a decedent from qualifying for tax forgiveness. The department's instructions allow the executor or other person responsible for the affairs of the decedent to submit a claim on behalf of the decedent.