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Help for representative payees and VA fiduciaries
As Roberto’s fiduciary, you might pay bills or taxes, oversee bank accounts, pay for things he needs, and do other things to manage his benefits. You have a duty to manage Roberto’s money very carefully. Use good judgment and common sense. As a fiduciary, you must be even more careful with Roberto’s money than you might be with your own!
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AUTHORIZATION TO ACCESS TIAA ACCOUNTS
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registers.maryland.govof the “partial refund of fiduciary income tax.” 2. An adjustment for a payment made by the decedent or the estate in advance of a real estate salesuch, as pre-paid county property taxes shown on the Closing Disclosure form, Line F.04, is reported on Schedule 2. If the estate is subject to inheritance tax, also note the following: 1.
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