When filing a tax return for a deceased taxpayer, which of the following individuals must use Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer? Barrett's father died on July 25th. Barrett is his sole survivor. His father did not have a will and the court did not appoint a personal representative for his estate. Barrett's father is entitled to a $1,000 refund. Darla's mother died on February 1st. Darla is her sole survivor. Her mother did not have a will, and the court did not appoint a personal representative for her estate. Darla's mother has a balance of $1,000 due to the IRS. Mr. Smith died on May 4th before filing his tax return. On June 3rd of the same year, Mr. Jones was appointed by the court as the personal representative for Mr. Smith's estate, and he files Form 1040 for Mr. Smith. Mr. Smith is due a refund of $200. Mr. and Mrs. Lee were married when Mr. Lee died on January 4th, before filing their joint tax return. Mrs. Lee files the joint return on April 15th, and she is entitled to a refund of $500.

SWFT Individual Income Taxes
43rd Edition
ISBN:9780357391365
Author:YOUNG
Publisher:YOUNG
Chapter3: Tax Formula And Tax Determination; An Overview Of property Transactions
Section: Chapter Questions
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When filing a tax return for a deceased taxpayer, which of the following individuals must use
Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer? Barrett's father
died on July 25th. Barrett is his sole survivor. His father did not have a will and the court did
not appoint a personal representative for his estate. Barrett's father is entitled to a $1,000
refund. Darla's mother died on February 1st. Darla is her sole survivor. Her mother did not
have a will, and the court did not appoint a personal representative for her estate. Darla's
mother has a balance of $1,000 due to the IRS. Mr. Smith died on May 4th before filing his
tax return. On June 3rd of the same year, Mr. Jones was appointed by the court as the
personal representative for Mr. Smith's estate, and he files Form 1040 for Mr. Smith. Mr.
Smith is due a refund of $200. Mr. and Mrs. Lee were married when Mr. Lee died on
January 4th, before filing their joint tax return. Mrs. Lee files the joint return on April 15th,
and she is entitled to a refund of $500.
Transcribed Image Text:When filing a tax return for a deceased taxpayer, which of the following individuals must use Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer? Barrett's father died on July 25th. Barrett is his sole survivor. His father did not have a will and the court did not appoint a personal representative for his estate. Barrett's father is entitled to a $1,000 refund. Darla's mother died on February 1st. Darla is her sole survivor. Her mother did not have a will, and the court did not appoint a personal representative for her estate. Darla's mother has a balance of $1,000 due to the IRS. Mr. Smith died on May 4th before filing his tax return. On June 3rd of the same year, Mr. Jones was appointed by the court as the personal representative for Mr. Smith's estate, and he files Form 1040 for Mr. Smith. Mr. Smith is due a refund of $200. Mr. and Mrs. Lee were married when Mr. Lee died on January 4th, before filing their joint tax return. Mrs. Lee files the joint return on April 15th, and she is entitled to a refund of $500.
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