Form Fr 147 – Fill Out and Use This PDF

Form Fr 147 PDF Details

When a taxpayer in the District of Columbia passes away, handling their final affairs can include dealing with taxes. The FR-147 form, known as the Statement of Person Claiming Refund Due, plays a crucial role in this process. It is specifically designed for individuals who are claiming a tax refund on behalf of someone who has died. The form requires various pieces of information to be filled out, such as the deceased’s personal information, their taxpayer identification number, and the date of death. Additionally, the claimant must provide their relationship to the deceased and assert whether the deceased left a will, along with information on the executor or administrator of the estate. This form also asks for details about who paid the deceased's DC income tax for the year 2020 and outlines the requirements for proving entitlement to the refund, including the necessity of attaching a death certificate or other proof of death, and possibly a court certificate of appointment if filing as an executor or administrator. It concludes with a declaration by the claimant, affirming the accuracy of the information under penalty of law. Designed with strict attention to detail, the FR-147 ensures that refunds due to the deceased are correctly processed and dispatched to the rightful claimants, thereby safeguarding both the interests of the claimant and the integrity of the tax system in the District of Columbia.