×
tax forms found in
Tax Form Code
Tax Form Name

Utah Free Printable TC-131, Statement of Person Claiming Refund Due a Deceased Taxpayer for 2020 Utah Statement of a person claiming refund due a deceased taxpayer

It appears you don't have a PDF plugin for this browser. Please use the link below to download 2019-utah-form-tc-131.pdf, and you can print it directly from your computer.

Statement of a person claiming refund due a deceased taxpayer
TC-131, Statement of Person Claiming Refund Due a Deceased Taxpayer

13112 Utah State Tax Commission TC-131 Statement of Person Claiming Refund Due a Deceased Taxpayer Rev. 9/12 See instructions on the reverse aside. Enter the tax year the decedent was due a tax refund: ________________ Name of decedent (primary taxpayer if joint return) Date of death Decedent's social security number Name of person claiming refund Relationship to decedent Address Telephone number City State ZIP Code Check the box that applies to you. Check only one box. I am the court appointed personal representative of the decedent's estate, request a refund of taxes overpaid by or on behalf of the decedent, and have attached a copy of the court document showing my appointment. Under penalty of perjury, I declare I have examined this claim, and to the best of my knowledge and belief, it is true, correct, and complete. Date Signature of court-appointed or certified representative I am a successor (heir) of the decedent and meet the qualifications in the affidavit below and am claiming any refund for the decedent's estate. I have completed the affidavit below and had it notarized. I truthfully signed the affidavit and do not need to file a probate and be appointed a personal representative to claim this refund of taxes. TAX REFUND AFFIDAVIT For collection of personal property pursuant to small estate proceeding in accordance with U.C. 75-3-1201 and 1202 (to be used by heirs of deceased taxpayers) } State of Utah County of I, ss. (your name) , being sworn, state that: 1. This affidavit is made for the purpose of collecting personal property (in the form of a tax refund) of who died on . (name of decedent) 2. I make this affidavit as successor of the decedent or representative of successor. 3. The value of the decedent's entire estate subject to administration, wherever located, excluding liens and encumbrances, does not exceed one hundred thousand dollars. 4. At least thirty days have elapsed since the death of the decedent. 5. No application or petition for the appointment of a personal representative is pending or has been granted in any jurisdiction. 6. As the claiming successor of the decedent, I am entitled to payment or delivery of the state tax refund, plus applicable interest. Place notary stamp in space below Subscribed and sworn to before me on this ______ day of _____________________ 20______ by __________________________________________ Signature of affidavit (survivor) Notary signature X X General Instructions for TC-131 Who must file: Use form TC-131 to claim a refund on behalf of a deceased taxpayer, if there is no surviving spouse. A surviving spouse who files a joint return with the deceased taxpayer is NOT required to file this form. How to file: Attach form TC-131, along with any other required documents, to the deceased taxpayer’s tax return. Who must complete the Affidavit: The Affidavit must be completed by a successor (heir) of the decedent who: 1. Meets the qualifications listed on the Affidavit; 2. Is not required to file a probate for the decedent’s estate; and 3. Is not required to be appointed as a personal representative to claim the decedent’s refund. The successor (heir) must have the Refund Affidavit notarized by signing it before a Notary Public. If you are filing a joint return for the taxpayer and spouse, who both died during the year, complete the Affidavit by entering only the primary taxpayer’s name and Social Security number on the TC-131. Liability Release: U. C. section 75-3-1202 releases the State receiving the affidavit (without requiring them to verify its truthfulness) from any liability arising from incorrectly paying money to someone other than the person entitled to it.
Extracted from PDF file 2019-utah-form-tc-131.pdf, last modified August 2012

More about the Utah Form TC-131 Individual Income Tax TY 2019

We last updated the Statement of a person claiming refund due a deceased taxpayer in February 2020, so this is the latest version of Form TC-131, fully updated for tax year 2019. You can download or print current or past-year PDFs of Form TC-131 directly from TaxFormFinder. You can print other Utah tax forms here.

Other Utah Individual Income Tax Forms:

TaxFormFinder has an additional 55 Utah income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form TC-40 Utah Individual Income Tax Return
Form TC-547 Individual Income Tax Return Payment Coupon
Form TC-40B Schedule B - Non or Part-year Resident Utah Income Schedule
Form TC-546 Individual Income Tax Prepayment Coupon (This is NOT an extension form)
Form TC-40W TC-40 Withholding Schedules

Download all UT tax forms View all 56 Utah Income Tax Forms


Form Sources:

Utah usually releases forms for the current tax year between January and April. We last updated Utah Form TC-131 from the State Tax Commission in February 2020.

Show Sources >

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Utah Form TC-131

We have a total of nine past-year versions of Form TC-131 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2019 Form TC-131

TC-131, Statement of Person Claiming Refund Due a Deceased Taxpayer

2018 Form TC-131

TC-131, Statement of Person Claiming Refund Due a Deceased Taxpayer

2017 Form TC-131

TC-131, Statement of Person Claiming Refund Due a Deceased Taxpayer

2016 Form TC-131

TC-131, Statement of Person Claiming Refund Due a Deceased Taxpayer

2015 Form TC-131

TC-131, Statement of Person Claiming Refund Due a Deceased Taxpayer

Statement of a person claiming refund due a deceased taxpayer 2014 Form TC-131

TC-131, Statement of Person Claiming Refund Due a Deceased Taxpayer

Statement of a person claiming refund due a deceased taxpayer 2013 Form TC-131

TC-131, Statement of Person Claiming Refund Due a Deceased Taxpayer

2012 Form TC-131

TC-131, Statement of Person Claiming Refund Due a Deceased Taxpayer

2011 Form TC-131

TC-131, Statement of Person Claiming Refund Due a Deceased Taxpayer


TaxFormFinder Disclaimer:

While we do our best to keep our list of Utah Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.

** This Document Provided By TaxFormFinder.org **
Source: http://www.taxformfinder.org/utah/form-tc-131