Single client passed in January 2024.  The client had a will and chose a close friend as executrix. The close friend relinquished that responsibility to the clients son.  Clients son obtained a short certificate from the Register of Wills within the state my client resided.  The return has a small refund. 

Thankfully, I do not deal with death returns very often.  In researching, I believe I have to complete form 1310 showing the son as claiming the refund for the estate.  Would Part 1 of 1310 be B, Court Appointed or Certified Personal Representative?  I will need to determine if the certificate was sent to the IRS.  Not sure it has been. 

I know the return needs to be paper-filed and I will attach a copy of the Short Certificate to the return.  

Is there anything I am missing?