Reply
Wed 23 Mar, 2011 03:53 pm
My husband passed away in April 2010. I just had a CPA file our tax return; married joint as usual. He said I am due a refund. will the check be titled to my husband, myself, his estate or both of us. There really wasn't an "estate" everything was either joint or in my name only. In our Will everything was suppose to go to the surviving spouse. In the past when we received a refund it was always joint. If it is joint this time will I have a problem depositing the check?, Thanks for Your help
@roscarol,
I suggest you ask the CPA.
@roscarol,
Aren't you the Executor of the will?
You will be filing as the surviving spouse.
But if he had income, then the filing will be in both names, and so would the refund check.
(I deposited our refund in the bank where everyone knew my husband had died. I just signed his name. It was for a small amount. No one said a thing.)
My condolences to you.
How are you doing? I am at 22 months.
It does get better; the grief gets softer.
Gratitude replaces the sadness.
Stumble It!
Tweet This
Bookmark on Delicious
Share on Facebook
Share on MySpace