Margaret CPA in OH Posted March 7, 2011 Report Share Posted March 7, 2011 Client had POA for now deceased mother, but that died with mother. There was no probate estate so no court document stating that client has power to sign return as executor. I suspect, based on prior year, that tax will be due, but don't know who signs when there is no 'official' document designating someone. There will likely be more of these in the next few years, too, as we all age.... Quote Link to comment Share on other sites More sharing options...
grandmabee Posted March 7, 2011 Report Share Posted March 7, 2011 IF NO court appointed pers rep and no small estate filed with the state then a 'person in charge' of affairs can sign the return. Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted March 8, 2011 Author Report Share Posted March 8, 2011 Thanks, bcolleen. That makes sense; I guess I will figure out how to indicate that. I also guess, with tax due and paid, it may be less of an issue than filing a 1310 for a refund! Quote Link to comment Share on other sites More sharing options...
grandmabee Posted March 8, 2011 Report Share Posted March 8, 2011 I think the instruction says just to use the same terminology(sp)as Pers Rep Quote Link to comment Share on other sites More sharing options...
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