Question:

Received economic stimulus check for mother who died after filing for refund. What do I do with the check ?

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She did not file income taxes any longer, was on SS

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  1. It becomes part of her estate, so it should be handled the same way all of her other assets are handled.  It is like the last paycheck that somebody who dies while employed gets.  It is called IRD - Income in Respect of a Decedent - in the tax and estate biz.  http://www.investopedia.com/terms/i/inco...

    Fortunately, since it is not taxable to her, it is not taxable to her estate or beneficiaries.


  2. Go to www.irs.gov and download Form 1310. Fill it out and return it to the IRS with the check. If there is no executor or administrator, you can receive the check as long as you agree to dispose of the money in accordance with state law.

  3. I would think that it is part of her estate.  Treat it as you would any other asset.

    About the additional info:  Everybody that dies has an estate.  Your estate is the remaining financial affairs after death. They may not have any assets and lots of debt but both are a part of the estate.  If arrangements were not made in advance you would be required to go to court and be appointed as executor or administrator of her estate.

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