Form 243 - Claim To Refund Due A Deceased Person - Oregon Department Of Revenue Page 2
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1
2General instructions
For probated estates:
If the personal representative files this form to claim the
Purpose of this form
deceased person’s refund for the estate, attach a copy of the
court appointment or a copy of the affidavit. The refund
Use Form 243, Claim to Refund Due a Deceased Person, to claim
check will be issued in the deceased person’s name, in care
a tax refund on behalf of a deceased taxpayer.
of the personal representative.
Who should use this form?
To avoid refund delays, remember to:
An heir of a deceased taxpayer must file Form 243 to
claim a refund when there is no trustee or court appointed
• Check all the boxes (either yes or no).
representative.
• Attach a copy of the death certificate.
• Attach a copy of the court appointment, if any.
If the court has appointed a personal representative, or a small-
• Have claimant sign the form.
estate affidavit has been filed, Form 243 is not required.
If you are a trustee of a revocable inter vivos trust (usually
Taxpayer assistance
called a living trust), you should be able to cash a refund
check issued in the name of the decedent. If you are unable
General tax information.................
to cash the check, return it with the completed Form 243
Salem ................................................................. 503-378-4988
and a copy of the death certificate if at least six months have
Toll-free from an Oregon prefix .................1-800-356-4222
passed since the decedent died.
Correspondence: Estate Audit, Business Division
Oregon Department of Revenue
What you need to know
PO Box 14110
For nonprobated or closed estates:
Salem OR 97309-0910
You may file this form at the time you file the decedent's
Asistencia en español:
return. Staple the form and a copy of the death certificate
En Salem o fuera de Oregon .......................... 503-378-4988
to the front of the return below line 8. Mail to the address
Gratis de prefijo de Oregon .........................1-800-356-4222
on the return.
TTY (hearing or speech impaired; machine only):
If you have received a check in the decedent’s name and
Salem area or outside Oregon ........................503-945-8617
are unable to cash it, return the check and the completed
Toll-free from an Oregon prefix ................. 1-800-886-7204
Form 243 with a copy of the death certificate attached. The
Americans with Disabilities Act (ADA): Call one of the
refund check may be reissued in the name of the claimant
as indicated on Form 243.
help numbers for information in alternative formats.
Form 243, page 2 of 2
150-101-032 (Rev. 07-10)
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