Form M-1310 "Statement of Person Claiming Refund Due a Deceased Taxpayer" - Massachusetts

What Is Form M-1310?

This is a legal form that was released by the Massachusetts Department of Revenue - a government authority operating within Massachusetts. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on August 1, 2019;
  • The latest edition provided by the Massachusetts Department of Revenue;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a printable version of Form M-1310 by clicking the link below or browse more documents and templates provided by the Massachusetts Department of Revenue.

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Download Form M-1310 "Statement of Person Claiming Refund Due a Deceased Taxpayer" - Massachusetts

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Massachusetts Department of Revenue
Form M-1310
Statement of Person Claiming Refund Due a Deceased Taxpayer
Please print or type. Calendar year of the refund due
Name of decedent
Social Security number
Date of death
3
3
3
Street address of decedent
City/Town
State
Zip
Name of claimant
Relationship to decedent
Phone
Street address of claimant
City/Town
State
Zip
I am filing this statement as (fill in one only): 
a
Surviving spouse requesting reissuance of a refund check.
b
Personal representative. Attach a court certificate showing your appointment.
c
Claimant for the estate of the decedent (other than above). Complete Schedule A and attach a copy of the death certificate or proof of death. (May
be the formal notification from the appropriate government office (e.g., Department of Defense) informing the next of kin of the decedent's death.)
Attach the requested information, complete Schedule A (if applicable), and sign below.
Schedule A.
Complete only if line c above is filled in.
1 Fill in if the deceased left a will. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2a Fill in if a personal representative has been appointed for the estate of the decedent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2b Fill in if one will be appointed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If line 2a or 2b is filled in, the personal representative should file for the refund.
3 Fill in if you, as the claimant for the estate of the decedent, will disburse the refund according to the law of the state in which the decedent was
domiciled or maintained a permanent residence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If line 3 is not filled in, payment of this claim will be withheld pending submission of proof of your appointment as personal representative or other
evidence showing that you are authorized under state law to receive payment.
Declaration
I hereby make request for refund of taxes overpaid by or in behalf of the decedent and declare under penalties of perjury, that I have exam-
ined this claim and to the best of my knowledge and belief, it is true, correct and complete.
Signature of claimant
Date
Rev. 8/19
Massachusetts Department of Revenue
Form M-1310
Statement of Person Claiming Refund Due a Deceased Taxpayer
Please print or type. Calendar year of the refund due
Name of decedent
Social Security number
Date of death
3
3
3
Street address of decedent
City/Town
State
Zip
Name of claimant
Relationship to decedent
Phone
Street address of claimant
City/Town
State
Zip
I am filing this statement as (fill in one only): 
a
Surviving spouse requesting reissuance of a refund check.
b
Personal representative. Attach a court certificate showing your appointment.
c
Claimant for the estate of the decedent (other than above). Complete Schedule A and attach a copy of the death certificate or proof of death. (May
be the formal notification from the appropriate government office (e.g., Department of Defense) informing the next of kin of the decedent's death.)
Attach the requested information, complete Schedule A (if applicable), and sign below.
Schedule A.
Complete only if line c above is filled in.
1 Fill in if the deceased left a will. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2a Fill in if a personal representative has been appointed for the estate of the decedent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2b Fill in if one will be appointed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If line 2a or 2b is filled in, the personal representative should file for the refund.
3 Fill in if you, as the claimant for the estate of the decedent, will disburse the refund according to the law of the state in which the decedent was
domiciled or maintained a permanent residence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If line 3 is not filled in, payment of this claim will be withheld pending submission of proof of your appointment as personal representative or other
evidence showing that you are authorized under state law to receive payment.
Declaration
I hereby make request for refund of taxes overpaid by or in behalf of the decedent and declare under penalties of perjury, that I have exam-
ined this claim and to the best of my knowledge and belief, it is true, correct and complete.
Signature of claimant
Date
Rev. 8/19