Page 4 - Jupiter West - April '21
P. 4

Page 4, Jupiter West
                                                         Tax Returns Are Affected

        BallenIsles Charities Foundation from page 1
        and Fire Rescue departments presented the need for  By The CARES Act
          “When Irwin Edenzon and the chiefs of the Police

        the emergency financial assistance fund, our Board of
        Directors were overwhelmingly in favor of the concept   Submitted by Anné                            If the payment was a paper check and you have
        and worked to make it happen. We are honored to   Desormier-Cartwright JD                          cashed it, or if you received the payment as a direct
        be able to fund this program as it takes care of our     If you and your spouse                    deposit:
        first responders here in Palm Beach Gardens,” said   filed tax returns for 2019                      1. Write a check, or get a money order, etc., payable to
        Mark Freeman, president of the BallenIsles Charities   or 2018 jointly, you likely                 “U.S. Treasury”; in the memo line of the check or money
        Foundation.                                      have already received the                         order write 2021EIP, and the Social Security number of
          The mission of BallenIsles Charities Foundation   Economic Impact Payments                       your spouse.
        is to render financial and in-kind support to civic and   (payments) authorized by                   2.  Write a note to briefly explain the reason for
        not-for-profit organizations within Palm Beach County   the Coronavirus Aid, Relief,               returning the check.
        that provide programs and services in the following   and Economic Security Act                      Example: On March 15, I received an Economic Impact
        broad categories – civic, health and human services,   (CARES Act) passed in 2020                  Payment in the amount of $1,400 for James Little. Because
        environment, and education – designed to assist,   as well as the most recent                      my husband, Mr. James Little, passed away on February 2,
        encourage and promote the well-being of the residents   economic relief package called the American Rescue Plan.   2021, I am sending back his portion of the payment.
        and the communities in which they are located.   However, if your spouse died before your receipt of the     3. Mail the check/money order by certified mail return
          The Palm Beach Gardens Police and Fire         payment, IRS wants that portion of payment made to your   receipt requested along with your note as soon as possible
        Rescue Foundation  provides  funding  for  education,   deceased spouse returned to them. We recommend sending   to the IRS location designated for Florida taxpayers. (Don’t
        training, equipment and new technology, community   by certified return receipt mail or some sort of receipted or   staple, bend, or paper-clip the check.):
        outreach and emergency assistance to department   tracked mailing.                                 Austin Internal Revenue Service
        personnel and their families. Programs include tuition     At Elder and Estate Planning Attorneys, we recommend   3651 S. Interregional Hwy 35
        reimbursement, scholarship awards for department   Floridians who have been affected by these payments to take   Austin, TX 78741
        personnel dependent children, K-9 acquisition and   the following steps to properly handle the return of payment.     If you have questions about your estate plan and what
        training facility enhancement, Police and Fire Rescue   We hope this could help you and your families as well.  documents you should have in place to plan your estate,
        Explorer youth programs and many other projects in     If the payment was a paper check and you have NOT   schedule a free consultation today by calling our office at
        direct support of Palm Beach Gardens first responders.   cashed it:                                (561) 694-7827, Anné Desormier-Cartwright, Esq., Elder
                                                                                                           & Estate Planning Attorneys PA, 480 Maplewood Drive,
                                                           1. Write “Void” in the endorsement section on the back
                    :                                    of the Treasury check.                            Suite 3, Jupiter, FL 33458.
                                                           2. Write a note to briefly explain the reason for returning
                                                                                                             The content of this article is general and should not be
                                                         the check.                                        relied upon without review of your specific circumstances
                                                           Example: On March 15, I received an Economic Impact   by competent legal counsel. Reliance on the information
       NEED A/C? We’ve Got You Covered!                  Payment in the amount of $2,800. Because my husband, Mr.   herein is at your own risk, as it expresses no opinion by
                                                                                                           the firm on your specific circumstances or legal needs.
                                                         James Little, passed away on February 2, 2021, I am sending
                                                         it back for a reissuance of the Economic Impact Payment in   An attorney client relationship is not created through the
                                                         the amount of $1,400.                             information provided herein.
                                                           3. Mail the voided Treasury check by certified mail return     To comply with the U.S. Treasury regulations, we must
       “WE SHOW                                          receipt requested along with your note as soon as possible   inform you that (i) any U.S. federal tax advice contained in
                                                                                                           this newsletter was not intended or written to be used, and
                                                         to the IRS location designated for Florida taxpayers (Don’t
                UP!”                                     staple, bend, or paper-clip the check.):          cannot be used, by any person for the purpose of avoiding
                                                         Austin Internal Revenue Service
                                                                                                           U.S. federal tax penalties that may be imposed on such
                                                         3651 S. Interregional Hwy 35
                                                                                                           person and (ii) each taxpayer should seek advice from their
                                                         Austin, TX 78741                                  tax advisor based on the taxpayer’s particular circumstances.










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