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Posted

A client passed on last year. Her will was recorded at the local circuit court listing her son and daughter as her heirs but was not probated. The signature on the final return can be either of them. My question is since they are not appointed as administrator or executor but have the authority to act in concluding her affairs how does one of them sign the final return as son, daughter or heir? I've not seen this before as as most wills here are probated.  

 

Posted

Looks as if my fellow practitioners have not seen this either. Since tax is due on the mother's final return the service will probably accept the signature and cash the check. Any odds on that ?😀

Posted

Have either of them sign and indicate "Personal Representative" on the Form VA8879.  You should be able to e-file.  VA will definitely cash the check.   Send only the Payment Voucher with check.  No signature required on that.  

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