[WSBAPT] Tax refund

[Ann Manley]

If that is filled out, will the refund come in the name of the person
claiming the refund?

Ann Manley, Esq.
The Manley Law Firm, P.S., Inc.
PO Box 16324
Seattle, WA 98116
(206)292-3064 / (206)292-3914 fax
www.manleyfirm.com

*The Manley Law Firm practice areas include Bankruptcy*, Estate Planning,
Auto Accidents, Civil Litigation, Construction, Commercial and Contract
Law, Personal injury, Small Business, Unemployment Claims, Wage Loss and
Compensation claims*

** The Manley Law Firm is a Debt Relief Agency. We help people file for
bankruptcy relief under the Bankruptcy Code.*

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On Wed, Sep 3, 2025 at 4:47 PM Lewis, Amy C. <ALewis at eisenhowerlaw.com>
wrote:

> Take a look at IRS Form 1310.  There is a nonprobate option.
>
>
>
> Amy Lewis, Attorney
> Pronouns she/her/hers
>
> 909 A Street, Suite 600 | Tacoma, WA 98402
> phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com
>
> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *Ann Manley
> *Sent:* Wednesday, September 3, 2025 4:45 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* [WSBAPT] Tax refund
>
>
>
> Decedent had a RLT, so no probate was opened. He is owed a tax refund in
> the amount of $1000. Is there any way to get the IRS to issue a refund in
> the name of his successor trustee, such as providing the IRS with a small
> estate affidavit?
>
>
>
> Ann Manley, Esq.
>
> The Manley Law Firm, P.S., Inc.
>
> PO Box 16324
>
> Seattle, WA 98116
>
> (206)292-3064 / (206)292-3914 fax
>
> www.manleyfirm.com
>
> *The Manley Law Firm practice areas include Bankruptcy*, Estate Planning,
> Auto Accidents, Civil Litigation, Construction, Commercial and Contract
> Law, Personal injury, Small Business, Unemployment Claims, Wage Loss and
> Compensation claims*
>
> ** The Manley Law Firm is a Debt Relief Agency. We help people file for
> bankruptcy relief under the Bankruptcy Code.*
>
> *This email and any files transmitted with it are privileged,
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