[WSBARP] Stimulus for the departed

Tue Apr 28 18:09:23 PDT 2020

 From article linked below:  "Mnuchin told The Wall Street Journal 
<https://www.wsj.com/articles/stimulus-checks-sent-to-dead-relatives-should-be-returned-mnuchin-says-11588103323>. 
'We’re checking the databases, but there could be a scenario where we 
missed something, and yes, the heirs should be returning that money.”

Missed something, like a final tax return saying the recipient died, and 
an abbreviation for deceased after the name.

Kary L. Krismer
206 723-2148

On 4/28/2020 5:14 PM, Jeanne Dawes wrote:
>
> It looks like the government is going to be wanting the money back.  
> This article doesn’t say how to send the money back.  Who knows what 
> will actually end up happening.
>
> https://thehill.com/policy/finance/495122-mnuchin-says-heirs-should-return-coronavirus-payments-sent-to-dead-people
>
> /Jeanne/
>
> */Jeanne J./**//**/Dawes/*
>
> Attorney at Law
>
> Gore & Grewe, P.S.
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> *From:*wsbarp-bounces at lists.wsbarppt.com *On Behalf Of *Claudia A Gowan
> *Sent:* Tuesday, April 28, 2020 10:07 AM
> *To:* WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
> *Subject:* Re: [WSBARP] Stimulus for the departed
>
> Tom, your inquiry gives me a chance to return the favor of input that 
> I have received from others of our colleagues.
>
> Under the enabling legislation, an estate or trust is not an “eligible 
> individual” for purposes of receiving the relief.
>
> At the same time, to date, the IRS, when asked, has not commented on 
> whether they would attempt to collect or assess penalties related to 
> receipt of the relief check and at least as to this point, they don’t 
> seem to have issued any guidance on the matter. In short, there 
> doesn’t seem to be a definitive answer as to whether to keep the check 
> or return the check, other than the plain language of the enabling 
> legislation.
>
> Best, Claudia
>
> */Claudia A. Gowan/*
>
> *//*
>
> *Claudia A. Gowan, PLLC*
>
> *1001 Fourth Avenue, Suite 3200*
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> *From:*wsbarp-bounces at lists.wsbarppt.com 
> <mailto:wsbarp-bounces at lists.wsbarppt.com> 
> [mailto:wsbarp-bounces at lists.wsbarppt.com] *On Behalf Of *Tom Westbrook
> *Sent:* Tuesday, April 28, 2020 9:55 AM
> *To:* WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com 
> <mailto:wsbarp at lists.wsbarppt.com>>
> *Subject:* Re: [WSBARP] Stimulus for the departed
>
> Ron and all,
>
> So I have an interesting one. IRS sends the check made payable to Joe 
> Blow, deceased and to the PR by name. It was mailed to PR’s address. 
> Seems like the IRS obviously knew he was deceased from my client 
> setting up an estate TIN but no one is checking to make sure no checks 
> are sent to a deceased person. My plan is to return to IRS in Ogden 
> unless someone has better advice.
>
> Sincerely,
>
> Tom
>
> Thomas J. Westbrook
>
> Attorney at Law
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> Rodgers Kee Card & Strophy, P.S.
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> *From:*wsbarp-bounces at lists.wsbarppt.com 
> <mailto:wsbarp-bounces at lists.wsbarppt.com> 
> <wsbarp-bounces at lists.wsbarppt.com 
> <mailto:wsbarp-bounces at lists.wsbarppt.com>> *On Behalf Of *Ronald L. 
> Coleman
> *Sent:* Friday, April 17, 2020 9:13 AM
> *To:* WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com 
> <mailto:wsbarp at lists.wsbarppt.com>>
> *Subject:* Re: [WSBARP] Stimulus for the departed
>
> Same thing that was done with soc sec checks that arrived after the 
> recipient had died (back when checks were not all direct deposit):  
> send them to the local soc sec office advising that the recipient is 
> deceased.  Keep a record of doing so. If the funds were received by 
> direct deposit, I would merely contact local office (when they get 
> back to work) and ask for instructions.
>
> Ron Coleman
>
> Ronald L. Coleman
> Direct 253-238-5129 - rcoleman at dpearson.com <mailto:rcoleman at dpearson.com>
>
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> *From:*wsbarp-bounces at lists.wsbarppt.com 
> <mailto:wsbarp-bounces at lists.wsbarppt.com> 
> <wsbarp-bounces at lists.wsbarppt.com 
> <mailto:wsbarp-bounces at lists.wsbarppt.com>> *On Behalf Of *Christie Martin
> *Sent:* Thursday, April 16, 2020 4:23 PM
> *To:* wsbarp at lists.wsbarppt.com <mailto:wsbarp at lists.wsbarppt.com>
> *Subject:* [WSBARP] Stimulus for the departed
>
> Anyone else receiving these checks for deceased persons?  And I’m 
> referring to folks who passed even in 2018….
>
> What do we do with it?
>
> Thanks!
>
> **
>
> *Christie L. Martin****| Martin & Richards, PLLC*
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