[WSBAPT] stimulus check made to deceased

[Jane Bitz]

This is the information from the IRS website on returning the Economic Impact Payment (EIP) to the IRS:
EIP checks or deposits to estates or deceased individuals must be returned if they were not living when the deposit was made into their account or the check was received.
You should return the payment as described below.
If the payment was a paper check:

  1.  Write "Void" in the endorsement section on the back of the check.
  2.  Mail the voided Treasury check immediately to the appropriate IRS location listed below.
  3.  Don't staple, bend, or paper clip the check.
Include a note stating the reason for returning the check.
If the payment was a direct deposit or if you deposited the check that you received:

  1.  Submit a personal check, money order, etc., to the appropriate IRS location listed below.
  2.  Write on the check/money order made payable to “U.S. Treasury” and write 2020EIP, and the taxpayer identification number (social security number, or individual taxpayer identification number) of the recipient of the check.
  3.  Include a brief explanation of the reason for returning the EIP. “Deceased.”
For Washington:
Address to send the check:
Fresno Refund Inquiry Unit
5045 E Butler Avenue
Mail Stop B2007
Fresno, CA 93888


Jane.



Jane G. Bitz
Of Counsel
Wolff, Hislop & Crockett, PLLC
12209 E. Mission Ave, Suite 5
Spokane Valley, WA 99206-4824
(509) 927-9700 x126
FAX: (509) 777-1800

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jamia Burns
Sent: Tuesday, May 12, 2020 4:35 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] stimulus check made to deceased

The IRS issued notice last week that all stimulus checks or deposits made to deceased person's must be returned to the IRS. Instructions for returning the money are available on the IRS website at irs.gov<http://irs.gov>. I have sent notice to all of my probate clients to be on the lookout for the deposit and to return it immediately.
Jamia S. Burns
Attorney at Law - Estate Planning
360-739-6379
www.jamiaburnslaw.com<http://www.jamiaburnslaw.com>
jamia at jamiaburnslaw.com<mailto:jamia at jamiaburnslaw.com>
Mail: P.O. Box 29453
Bellingham, WA 98228
Office: 1200 Dupont Street, Ste. 1-D
Bellingham, WA 98225 (by appointment only)

On Tue, May 12, 2020, 4:29 PM Harkiran Sekhon <harkiran at sekhonlawpllc.com<mailto:harkiran at sekhonlawpllc.com>> wrote:
Hi Listmates,

I saw some conversation on here about the stimulus checks. What if hypo client, who was the caretaker, received the stimulus check for a deceased parent? Deceased for a couple years at this point. The payable line on the check essentially reads as this:

Tom Jerry, decd. (decedent)
% Bob Jerry (hypo client)

Has anyone come across anything similar?

Best,

Harkiran

--
Harkiran Sekhon
Attorney
Sekhon Law, PLLC
P: (425) 207-4866 | F: (425) 332- 7035 | W: www.sekhonlawpllc.com<http://www.sekhonlawpllc.com> | A: 707 S. Grady Way STE 600 Renton, WA 98057
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