Form 209 "Delaware Claim for Refund Due on Behalf of Deceased Taxpayer" - Delaware

What Is Form 209?

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

Form Details:

  • Released on March 1, 2019;
  • The latest edition provided by the Delaware Department of Finance - Division 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 fillable version of Form 209 by clicking the link below or browse more documents and templates provided by the Delaware Department of Finance - Division of Revenue.

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Download Form 209 "Delaware Claim for Refund Due on Behalf of Deceased Taxpayer" - Delaware

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2019
FORM 209
PAGE 1
DELAWARE CLAIM FOR REFUND DUE
Reset
ON BEHALF OF DECEASED TAXPAYER
Print Form
DECEDENT’S NAME:
DATE OF DEATH:
DECEDENT’S SOCIAL SECURITY NUMBER:
MM
DD
YY
CLAIMANT’S NAME:
CLAIMANTS SOCIAL SECURITY NUMBER:
CLAIMANT’S ADDRESS:
CITY:
STATE:
ZIP CODE:
PART 1. CHECK THE BOX THAT APPLIES TO YOU (CHECK ONLY ONE BOX). MAKE SURE TO SIGN AND DATE IN PART 3 BELOW
A.
Personal representative appointed or certifi ed by court. You MUST attach a court certifi cate showing your appointment.
B.
Person, other than A, claiming refund for the decedent’s estate. Complete Part 2 and attach a copy of the death certifi cate or proof of death.
PART 2. COMPLETE THIS PART ONLY IF YOU CHECKED BOX B ABOVE
YES
NO
1.
Did the decedent leave a will?.............................................................................................................................................................
2a.
Has a personal representative been appointed by a court for the estate of the decedent?................................................................
2b.
If “NO”, will one be appointed?............................................................................................................................................................
If 2a or 2b is answered “YES”, the personal representative must fi le for the refund
3.
As the person claiming the refund for the decedent’s estate, will you pay out the refund according to the
laws of the state where the decedent was a legal resident?................................................................................................................
If 3 is answered “No”, a refund cannot be made until you submit a court certifi cate
showing your appointment as personal representative or other evidence that you
are entitled, under state law, to receive the refund.
PART 3. SIGNATURE AND VERIFICATION (ALL FILERS MUST COMPLETE THIS PART)
I request a refund of taxes overpaid by or on behalf of the decedent. Under penalties of perjury, I declare that I have
examined this claim, and to the best of my knowledge and belief, it is true, correct, and complete.
MM
DD
YY
Claimant’s Signature:
Date:
*df21519019999*
(Rev 03/2019)
DF21519019999
2019
FORM 209
PAGE 1
DELAWARE CLAIM FOR REFUND DUE
Reset
ON BEHALF OF DECEASED TAXPAYER
Print Form
DECEDENT’S NAME:
DATE OF DEATH:
DECEDENT’S SOCIAL SECURITY NUMBER:
MM
DD
YY
CLAIMANT’S NAME:
CLAIMANTS SOCIAL SECURITY NUMBER:
CLAIMANT’S ADDRESS:
CITY:
STATE:
ZIP CODE:
PART 1. CHECK THE BOX THAT APPLIES TO YOU (CHECK ONLY ONE BOX). MAKE SURE TO SIGN AND DATE IN PART 3 BELOW
A.
Personal representative appointed or certifi ed by court. You MUST attach a court certifi cate showing your appointment.
B.
Person, other than A, claiming refund for the decedent’s estate. Complete Part 2 and attach a copy of the death certifi cate or proof of death.
PART 2. COMPLETE THIS PART ONLY IF YOU CHECKED BOX B ABOVE
YES
NO
1.
Did the decedent leave a will?.............................................................................................................................................................
2a.
Has a personal representative been appointed by a court for the estate of the decedent?................................................................
2b.
If “NO”, will one be appointed?............................................................................................................................................................
If 2a or 2b is answered “YES”, the personal representative must fi le for the refund
3.
As the person claiming the refund for the decedent’s estate, will you pay out the refund according to the
laws of the state where the decedent was a legal resident?................................................................................................................
If 3 is answered “No”, a refund cannot be made until you submit a court certifi cate
showing your appointment as personal representative or other evidence that you
are entitled, under state law, to receive the refund.
PART 3. SIGNATURE AND VERIFICATION (ALL FILERS MUST COMPLETE THIS PART)
I request a refund of taxes overpaid by or on behalf of the decedent. Under penalties of perjury, I declare that I have
examined this claim, and to the best of my knowledge and belief, it is true, correct, and complete.
MM
DD
YY
Claimant’s Signature:
Date:
*df21519019999*
(Rev 03/2019)
DF21519019999