Form 507 - Oklahoma Statement Of Person Claiming An Income Tax Refund Due A Deceased Taxpayer

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State of Oklahoma
Statement of Person Claiming an
507
Income Tax Refund Due a Deceased Taxpayer
(Do NOT use Form 507 if the refund was issued on a debit card; see “Purpose of Form” on page 2)
Revised 2012
Tax year decedent was due an income tax refund: ___________________ .
Name of Decedent
Date of Death
Decedent’s Social Security Number
Please
Name of Person Claiming Refund
type
Home Address
or
print
City, State, and Zip
Telephone Number
Part 1:
Check the box that applies to you. Check only one box.
Be sure to complete Part 3 below.
A
Court-appointed or certified personal representative.
Attach a court order showing your appointment. See instructions.
B
Person, other than A, claiming income tax refund for the decedent’s estate. Also, complete Part 2.
Attach a copy of the proof of death. See instructions.
Part 2:
Complete this part only if you checked the box on line B above.
Yes
No
1
Did the decedent leave a will? ..........................................................................................
2a
Has the court appointed a personal representative for the estate of the decedent? ........
2b
If you answered “No” to 2a, will one be appointed? ........................................................
(If you answered “Yes” to 2a or 2b, the personal representative must file for the refund.)
3
As the person claiming the refund for the decedent’s estate, will you pay out the
refund according to the laws of the state where the decedent was a legal resident? .......
(If you answered “No” to 3, a refund cannot be made until you submit a court order
showing your appointment as personal representative or other evidence that you are
entitled under state law to receive the refund.)
Part 3:
Signature and verification. All filers must complete this part.
I request a refund of taxes overpaid by or on behalf of the decedent. Under penalties of perjury, I declare I have examined this
claim, and to the best of my knowledge and belief, it is true, correct, and complete.
Signature of person claiming refund:
Date:

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