treasur2
Level 3

Client's mother died. She was a widower. There is no will, just a living trust. Which includes a statement indicating my client's sister to be the "primary" personal representative.

The wording in the trust does include "personal representative". But when I walk through 1310. I have to answer no to "is there a will" and no to "court-appointed".

So, am I stuck with paper filing? Yes, there is small refund.

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