<div dir="ltr">Jane,<div><br></div><div>Thank you for posting the specific instructions, the IRS site is not the most user friendly.</div><div>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...."</div><div><br></div><div>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.)</div><div><br></div><div>Best,</div><div><br></div><div>Laurel</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, May 12, 2020 at 5:20 PM Jane Bitz <<a href="mailto:jbitz@whc-attorneys.com">jbitz@whc-attorneys.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
<div lang="EN-US">
<div class="gmail-m_-6823575566368108759WordSection1">
<p class="MsoNormal"><span lang="EN">This is the information from the IRS website on returning the Economic Impact Payment (EIP) to the IRS:<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN">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.<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN">You should return the payment as described below.</span><u></u><u></u></p>
<p class="MsoNormal"><b><span lang="EN">If the payment was a paper check:</span></b><u></u><u></u></p>
<ol start="1" type="1">
<li class="MsoNormal">
<span lang="EN">Write "Void" in the endorsement section on the back of the check.</span><u></u><u></u></li><li class="MsoNormal">
<span lang="EN">Mail the voided Treasury check immediately to the appropriate IRS location listed below.</span><u></u><u></u></li><li class="MsoNormal">
<span lang="EN">Don't staple, bend, or paper clip the check.</span><u></u><u></u></li></ol>
<p class="MsoNormal"><span lang="EN">Include a note stating the reason for returning the check. </span><span lang="EN"><u></u><u></u></span></p>
<p class="MsoNormal"><b><span lang="EN">If the payment was a direct deposit or if you deposited the check that you received:</span></b><u></u><u></u></p>
<ol start="1" type="1">
<li class="MsoNormal">
<span lang="EN">Submit a personal check, money order, etc., to the appropriate IRS location listed below.</span><u></u><u></u></li><li class="MsoNormal">
<span lang="EN">Write on the check/money order made payable to “U.S. Treasury” and write
<b>2020EIP</b>, and the taxpayer identification number (social security number, or individual taxpayer identification number) of the recipient of the check.</span><u></u><u></u></li><li class="MsoNormal">
<span lang="EN">Include a brief explanation of the reason for returning the EIP. “Deceased.”</span><span style="font-size:14pt"><u></u><u></u></span></li></ol>
<p class="MsoNormal"><b>For Washington: <u></u><u></u></b></p>
<p class="MsoNormal"><b>Address to send the check:<u></u><u></u></b></p>
<p class="MsoNormal">Fresno Refund Inquiry Unit<br>
5045 E Butler Avenue<br>
Mail Stop B2007<br>
Fresno, CA 93888<span style="font-size:14pt"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Jane.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-size:14pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt"><u></u> <u></u></span></p>
<p class="MsoNormal">Jane G. Bitz<u></u><u></u></p>
<p class="MsoNormal">Of Counsel<u></u><u></u></p>
<p class="MsoNormal">Wolff, Hislop & Crockett, PLLC<u></u><u></u></p>
<p class="MsoNormal">12209 E. Mission Ave, Suite 5<u></u><u></u></p>
<p class="MsoNormal">Spokane Valley, WA 99206-4824<u></u><u></u></p>
<p class="MsoNormal">(509) 927-9700 x126<u></u><u></u></p>
<p class="MsoNormal">FAX: (509) 777-1800<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Times New Roman",serif;color:rgb(31,73,125)"><img width="191" height="96" style="width: 1.9895in; height: 1in;" id="gmail-m_-6823575566368108759Picture_x0020_1" src="cid:1720b75e42c4ce8e91" alt="image001 (4)"></span><span style="color:black"><img width="115" height="100" style="width: 1.1979in; height: 1.0416in;" id="gmail-m_-6823575566368108759Picture_x0020_2" src="cid:1720b75e42c7745b43"><img width="273" height="96" style="width: 2.8437in; height: 1in;" id="gmail-m_-6823575566368108759Picture_x0020_3" src="cid:1720b75e42c6917eb2"></span><u></u><u></u></p>
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If you have received this electronic mail in error</u>, <b>PLEASE NOTIFY ME BY E-MAIL, FAX OR TELEPHONE and PROMPTLY DELETE</b> this electronic mail. This mail cannot be modified without express written consent of Wolff, Hislop & Crockett, PLLC. Thank You.<u></u><u></u></span></i></p>
<p class="MsoNormal"><span style="font-size:14pt"><u></u> <u></u></span></p>
<div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(225,225,225);padding:3pt 0in 0in">
<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Jamia Burns<br>
<b>Sent:</b> Tuesday, May 12, 2020 4:35 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] stimulus check made to deceased<u></u><u></u></p>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<div>
<p class="MsoNormal" style="margin-bottom:12pt">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
<a href="http://irs.gov" target="_blank">irs.gov</a>. I have sent notice to all of my probate clients to be on the lookout for the deposit and to return it immediately. <u></u><u></u></p>
<div>
<p class="MsoNormal">Jamia S. Burns<br>
Attorney at Law - Estate Planning <br>
360-739-6379<br>
<a href="http://www.jamiaburnslaw.com" target="_blank">www.jamiaburnslaw.com</a><br>
<a href="mailto:jamia@jamiaburnslaw.com" target="_blank">jamia@jamiaburnslaw.com</a><br>
Mail: P.O. Box 29453<br>
Bellingham, WA 98228<br>
Office: 1200 Dupont Street, Ste. 1-D<br>
Bellingham, WA 98225 (by appointment only)<u></u><u></u></p>
</div>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<div>
<div>
<p class="MsoNormal">On Tue, May 12, 2020, 4:29 PM Harkiran Sekhon <<a href="mailto:harkiran@sekhonlawpllc.com" target="_blank">harkiran@sekhonlawpllc.com</a>> wrote:<u></u><u></u></p>
</div>
<blockquote style="border-top:none;border-right:none;border-bottom:none;border-left:1pt solid rgb(204,204,204);padding:0in 0in 0in 6pt;margin-left:4.8pt;margin-right:0in">
<div>
<p class="MsoNormal">Hi Listmates, <u></u><u></u></p>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">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:<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">Tom Jerry, decd. (decedent)<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal">% Bob Jerry (hypo client)<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">Has anyone come across anything similar? <u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">Best,<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">Harkiran<u></u><u></u></p>
</div>
<div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<p class="MsoNormal">-- <u></u><u></u></p>
<div>
<div>
<div>
<div>
<div>
<div>
<div>
<p class="MsoNormal"><span style="color:rgb(61,133,198)">Harkiran Sekhon</span><u></u><u></u></p>
<div>
<p class="MsoNormal">Attorney <u></u><u></u></p>
<div>
<div>
<p class="MsoNormal"><b><span style="font-size:10pt">Sekhon Law, PLLC</span></b><u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><span style="color:rgb(61,133,198)">P: </span>(425) 207-4866 | <span style="color:rgb(61,133,198)">
F: </span><span style="color:black">(425) 332- 7035</span><span style="color:rgb(61,133,198)"> </span>| <span style="color:rgb(61,133,198)">W:
</span><span style="color:black"><a href="http://www.sekhonlawpllc.com" target="_blank">www.sekhonlawpllc.com</a> |
</span><span style="color:rgb(61,133,198)">A: </span>707 S. Grady Way STE 600 Renton, WA 98057<u></u><u></u></p>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<p class="MsoNormal">***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>
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</blockquote>
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***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>
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WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" rel="noreferrer" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></blockquote></div><br clear="all"><div><br></div>-- <br><div dir="ltr" class="gmail_signature"><div dir="ltr"><div><div dir="ltr">Laurel Brown<div><i>Attorney and Counselor at Law</i></div><div><i>5071 SW Waite St.</i></div><div><i>Seattle, WA 98116</i></div><div><i>425-361-6286</i></div></div></div></div></div>