[WSBARP] Stimulus for the departed

Thu Apr 30 11:41:59 PDT 2020

3 pm Monday

Renee Roman

Attorney At Law

Marine View Law 

1600 SW Dash Point Rd, #118

Federal Way, WA 98023

Phone: (206) 878-8777

Fax:     (206) 400-1248

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From: wsbarp-bounces at lists.wsbarppt.com [mailto:wsbarp-bounces at lists.wsbarppt.com] On Behalf Of Tom Westbrook
Sent: Tuesday, April 28, 2020 10:23 AM
To: WSBA Real Property Listserv
Subject: Re: [WSBARP] Stimulus for the departed

Thanks, Claudia. Much appreciated. We are happy to return the check if a process is ever set up. I guess in the meantime, we will just hold onto it. The check has a statement on it: VOID AFTER ONE YEAR.

Sincerely,

Tom

Thomas J. Westbrook

Attorney at Law

Rodgers Kee Card & Strophy, P.S.

324 West Bay Drive NW, Suite 201

Olympia, Washington  98502

Phone: 360-352-8311

Facsimile: 360-352-8501

Email:  <mailto:tjw at buddbaylaw.com> tjw at buddbaylaw.com

Skype: thomas.westbrook

 <http://www.buddbaylaw.com/> www.buddbaylaw.com

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From: wsbarp-bounces at lists.wsbarppt.com <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

Seattle, WA 98154

(206) 443-2733 (T)

 <mailto:claudia at cagowanlaw.com> claudia at cagowanlaw.com

 <http://www.seattletrustsandestates.com/> www.seattletrustsandestates.com

From: 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>
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

Rodgers Kee Card & Strophy, P.S.

324 West Bay Drive NW, Suite 201

Olympia, Washington  98502

Phone: 360-352-8311

Facsimile: 360-352-8501

Email:  <mailto:tjw at buddbaylaw.com> tjw at buddbaylaw.com

Skype: thomas.westbrook

 <http://www.buddbaylaw.com/> www.buddbaylaw.com

The information contained in this email and attachment(s) are for the exclusive use of the addressee(s) and may contain private, privileged and/or confidential information.  If you are not the addressee, you are strictly prohibited from reading, photocopying, distributing or otherwise using this email or its contents in any way. If you have received this communication in error, please notify us immediately by telephone at 360-352-8311 or by e-mail to  <mailto:shannon at buddbaylaw.com> shannon at buddbaylaw.com, and destroy the original message from your electronic files.

From: wsbarp-bounces at lists.wsbarppt.com <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>
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

Davies Pearson, P.C.
ATTORNEYS AT LAW
920 Fawcett Avenue / PO Box 1657, Tacoma, WA 98401
253-620-1500 | Fax 253-238-5158 |  <http://www.dpearson.com> www.dpearson.com 
 <http://www.dpearson.com/wp-content/uploads/2015/03/Ronald_1584702.vcf> Download vCard |  <http://www.dpearson.com/people/ronald-l-coleman> View Profile

From: wsbarp-bounces at lists.wsbarppt.com <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
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

Attorney at Law

1220 Main Street, Suite 400

Vancouver, Washington 98660

B: 503-444-3449

C: 503-545-9199

F: 360-637-0300

E: christie at cascadialawyers.com

 <http://www.cascadialawyers.com/> www.cascadialawyers.com

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