Estate of Deceased Individual
An Estate is a legal entity created as a result of a person's death. The Estate consists of the personal property and/or real estate of the deceased person. The Estate is responsible for paying any debts owed by the decedent, and distributing the balance of the estate's assets to the beneficiaries.
Deceased Individual
Input the deceased individual’s (person that passed away) first and last names.
Owner Information
Please enter the name of the Owner of the sole proprietorship.
Input the deceased individual’s social security number.
Executor/Legal Personal Representative
The person/individual in charge of executing the terms of the estate is referred to as an executor or legal personal representative. Additionally, managing the deceased estate tax affairs is his or her responsibility.
Title
Estate executor, administrator or personal representatives are the names given to the legal personal representative.
Executor Information
This is the Responsible Party for the estate. The Responsible Party is the person who has a level of control over or entitlement to the funds or assets of an estate. It may also be referred to as the estate's Executor, Administrator, or Personal Representative.
Executor/Legal Personal Representative Address
Alert! The IRS does NOT allow PO Boxes!
Input your corporation’s address or corporate address.
Different Mailing AddressSelect yes in case you wish to have your mail sent to a different address.
Different Mailing Address
Enter the address where you would like to receive your entity related documents.
Dates
Please input the date when the deceased passed away.
Employees
In case you plan to contract one of more employees for the rest of this tax year, choose yes.
Give the information for the employee type, number and wages, if your answer was yes.
Taxes Payment
If you pay less than $4,000 in wages for the year you may file annually. If you expect to pay more than $4,000 in wages for the year you should file quarterly.
Agricultural Employees
Provide the number of employees engaged in agriculture.
If you do not plan to hire any employees for this certain type listed please enter 0.
Household Employees
Provide the number of employees engaged in household work either full or part time.
Other Employees
Provide the number of employees hired to perform either part time or full time work for you or your company.
First Wages Date
Provide the date in which employees will first be paid from your company.
Closing Month
Please input the accounting year’s closing month. December is the accounting year’s end by default.
Mobile Phone Number
Please input the applicant’s mobile phone number. We will send text message updates regarding your order and may need to contact the applicant if additional information is required to complete the application.
Email Address
Our primary means of communication is by email. Hence ensure that your email address is correct.
