12 Nov Can I submit a paper application for the Homestead Rebate?

Q. As executors, how do we submit a paper application for the Homestead Rebate? Also, do we need to submit a death certificate or letter of testamentary?
— Executors

A. We’re sorry for your loss.

As you noted, normally the Homestead Rebate application is to be completed online or by phone. This is why the form states not to mail it.

The line-by-line filing instructions state of deceased homeowners:

“If you are an executor or surviving spouse/civil union partner, filing on behalf (of) an eligible homeowner who died on or after October 1, 2018, you must file a paper application. You can print a paper application or file one electronically using your ID and PIN through the online filing system You will be able to attach supporting documents with the application.

“Note: When you apply on behalf of a deceased homeowner, approved checks are issued to the estate of the deceased homeowner. Due to the timing of when a check may be issued, you should speak to your bank and/or seek guidance from your attorney prior to closing the estate bank account.”

Bernie Kiely, a certified financial planner and certified public accountant with Kiely Capital Management in Morristown, recommends that when you mail the application, you attach a copy of the letters testamentary that were issued to you by the probate court.

“A death certificate only proves that someone passed away,” he said. “Letters testamentary is a legal document that states who has the legal authority to handle the affairs of the deceased.”

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This story was originally published on Nov. 12, 2021.

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