Tax Refund for Deceased Spouse
Posted 07 February 2013 - 12:23 PM
Posted 07 February 2013 - 01:01 PM
Posted 07 February 2013 - 02:18 PM
I received a Tax Refund check in the mail in my husbands name, dated 02 01 13. He has been deceased for 12 years. On the check there is a 12/82. If that is a date, we were married at that time and I have never remarried. Can I cash this check?
Whoa, there's a whole lot of information missing here. What tax agency issued this check? Why is a refund being issued now for what appears to be a 1982 period? The statute of limitations for issuing a refund at the federal level would have been long expired unless this was a matter that had somehow been in litigation for decades. Was the check issued only in his name? If so, that indicates that whatever tax this is, it's not a joint tax liability.
In general, if the check is issued in only his name you could not cash it because you aren't him. If you were the executor or administrator of his estate, you might potentially be able to cash the check on behalf of the estate, but some more information may be needed to know exactly what steps you need to take. You may need to have the check reissued in the name of of his estate.
Posted 07 February 2013 - 02:43 PM
another group of numbers
The check is issued in only his name. To my knowledge there was no litigation.
He was involved in an auto accident in 1991 and I became his Power of Attorney until his death in 2000.
Posted 07 February 2013 - 02:58 PM
Posted 07 February 2013 - 03:34 PM
It could be a scam.
I often get stuff in the mail that look like checks but the fine print says that endorsing it binds you to buying or subscribing something.
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Posted 08 February 2013 - 08:22 AM
Posted 08 February 2013 - 07:29 PM
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