Chrisbry Posted March 7, 2008 Report Share Posted March 7, 2008 In reference to this thread: http://www.atxcommunity.com/index.php?show...amp;#entry12685 I worked really hard to get all the disbursements done in the first 65 days of 2008 so it could be treated as disbursed in 2007. I was all set to close the checking account for the Trust and now will need to keep it open to disburse the rebate to the 6 beneficiaries. I have already filed the Trust/Estate return as final. What does this rebate do? Should I close the account anyways and personally disburse the money? I'm wondering if that would be in violation of the Trust documents? I am Trustee and Executor. Quote Link to comment Share on other sites More sharing options...
Pacun Posted March 7, 2008 Report Share Posted March 7, 2008 Return the refund check to the IRS. Quote Link to comment Share on other sites More sharing options...
zeke Posted March 7, 2008 Report Share Posted March 7, 2008 l. increase your executor's fee by $300., or 2. go to the casino & put it on #13. If you lose, walk away. If you win, you have enough to argue about. 3. what Pacun said. Quote Link to comment Share on other sites More sharing options...
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