[WSBAPT] stimulus check made to deceased

Tue May 12 17:39:10 PDT 2020

Jane,

Thank you for posting the specific instructions, the IRS site is not the
most user friendly.
I also reached out to contacts at my local Chase and Bank of America
branches.  The bank policy is, generally, if there is an estate account set
up for a decedent, a paper stimulus check/IRS check will not be accepted
for deposit unless it is made out to 'The Estate of...."

As far as direct deposit, individuals are instructed to visit the IRS
website for instructions on how to return the funds, or in the case of a
couple where one is deceased, return the portion paid to that individual
($1,200.)

Best,

Laurel

On Tue, May 12, 2020 at 5:20 PM Jane Bitz <jbitz at whc-attorneys.com> wrote:

> 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. 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
> 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>
> 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 | A: 707
> S. Grady Way STE 600 Renton, WA 98057
>
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-- 
Laurel Brown
*Attorney and Counselor at Law*
*5071 SW Waite St.*
*Seattle, WA  98116*
*425-361-6286*
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