[MooreBonds]

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Originally Posted by FinanceDude I'm confused. I had a CPA in Nebraska where my sister lived do her tax return for 2006. He said I would be getting a refund of about $90 from federal. The estate lawyer said it's not part of the estate, and it goes to me as personal rep.

While I'm certainly not well versed in estate law...if your sister ended up owing the IRS money, it would certainly come from her estate, wouldn't it? So, using that logic, if there were instead a refund that she were due, why wouldn't the refund be considered part of her estate?

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Originally Posted by FinanceDude The IRS sent me a check for $3,596, along with a note that said they changed the estimated tax total on the 2006 return, and if I had any questions to call them............. Should I assume the IRS is right??

Make triplicate copies of that letter, laminate the original, and seal it in wax in a safe deposit box.