steve-o wrote:
- quote -

White Plains it is 12/1.
Go to the following link; select the county; then select the city
or town in that county; and then click on Assessment Roll Dates.
You should see the Status Date for the most current fiscal year.
You can then derive the date for the applicable fiscal year used
for the rebate received.

http://www.orps.state.ny.us/MuniPro/

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On Oct 21, 9:55*pm, steve-o <igt...[at]optonline.net> wrote:
- quote -

Seems that the NYS STAR rebate is triggered by 1. Income and 2.
taxable Status Date, in most localities that's Mar. 1. Since the
property was sold in February I would NOT be elligible. I found this
out by puttting together pieces of info from here and there. So, I'm
returning the check with a note stating the property was sold on
<date> . Makes no difference dead or a live. End of Story. thanks for
the input

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<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

On Oct 21, 5:28*pm, dpb <n...[at]non.net> wrote:
- quote -

One last thing... Why is there no info stating the property ownership
for 2008 star rebates?
I'd think that would be a basic question. Perhaps I'm asking a
rhetorical question...

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On Oct 21, 5:28*pm, dpb <n...[at]non.net> wrote:
- quote -

Thanks. I guess I shouldn't just assume we're entitled to it and
deposit it.
Problem is I can't get an answer until Nov 17th as NYS taxation is
devoting all resources
to STAR rebates and not taking calls. I've contacted the local
accessor, called ORPS, etc.
Even when the phone lines open up on the 17th, I expect it will be
difficult to get an answer...
Thanks again - Steve

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<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

steve-o wrote:
....
- quote -

No signature even needed in all likelihood.

The only thing is to be sure it is for the tax period before the
property was sold so the estate is actually entitled to the payment. If
for some reason that were to not be so, then "the worst that could
happen" certainly could be more than just "send it back".

In short, be sure what period the check is for and respond accordingly.

--

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<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

On Oct 20, 9:59*pm, dpb <n...[at]non.net> wrote:
- quote -

I agree, I should be able to sign as adminstrator of the estate just
like the other checks recv'd under her name. Why bother sending it
back and issued as an estate check? I already have the esate account.
What is the worst that could happen? they tell me to send it back...
right??
Makes Sence- thanks a lot everyone.

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<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

steve-o wrote:
....
- quote -

Why bother? Why not (assuming you've verified it does cover the period
prior to the sale of the property as Alan almost certainly correctly
surmises) simply deposit the check into the estate account and go on?

--

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steve-o wrote:

- quote -

If you've determined the funds belonged to your sister, and
now to her estate, couldn't the executor (you?) endorse and
deposit the check to the estate's account? What is the
procedure for other checks payable to the deceased and
received after death?

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<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

On Oct 20, 2:06*pm, Alan <sfcnm-...[at]yahoo.com> wrote:
- quote -

certificate, they re-issue a checlk to the estate. I'm hoping top
close out the estate by end of year. What happens if the check comes
AFTER the esate account is closed?

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steve-o wrote:
- quote -

better term) in arrears. In other words, the payment that was
just received is probably based on the tax rolls from some date
in 4Q 2007. You may have to check with NY, but that date is going
to be either the date of the assessment or the date that the
assessment was added to the property tax roll (either Oct. or
Nov. 2007). As the home was owned by your sister at that time, I
believe that her estate is entitled to the payment.

From NYS Qs & As:

I received a 2008 Middle Class STAR rebate check and the property
owner (payee) is deceased. What should I do?

Answer

We can reissue 2008 Middle Class rebate checks to an estate or,
in some cases, to survivors.

* You can request that the check be reissued to the estate
by returning the original check marked "void" along with a copy
of the death certificate.
* You can request that the check be reissued in the name of
a survivor by returning the original check marked "void." You
must meet the requirements on Form DTF-281.1, Survivor's
Affidavit for STAR Rebate Request. Complete Form DTF-281.1 and
return it with the check.
http://www.tax.state.ny.us/star/2008/dtf281_1.pdf

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<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

Hoping someone can help me wit this, as the NYS dept of finance is not
taking calls till Nov 17th.

My sister passed away in late 2007, recvd STAR rebate check for 2007.
The property was sold in February of 2008. NYS sent a check for 2008
STAR rebate to the properties address and it was forwarded to me. I
checked w/ the accessor and their records do show the sale and the new
owner on their tax map. I checked the property at the counties website
and it is up do date with the new owners as well.

Anyone know what I should do with the check? Just send it back w/ as
death certificate and explanation? Any help would be appreciated.

Thanks in advance

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<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >