The Wisconsin Medicaid program provides health care services to persons who have limited income and resources. The Estate Recovery Program seeks repayment for the cost of certain long term care services paid for by Medicaid. If the decedent received these benefits, it may be required that you complete and file the original Probate Claims Notice (F-13033) with the Probate court and provide a copy to Wisconsin Department of Health Services and the County Clerk.
A Closing Certificate for Fiduciaries is required before closing the estate. Request the Closing Certificate by completing Schedule CC and any other necessary fiduciary tax returns. Submit Schedule CC and any fiduciary returns together with all requested documents to: Wisconsin Department of Revenue, PO Box 8918, Madison WI 53708-8918. Filing of the fiduciary, estate tax, and income tax returns is the personal representative’s responsibility. Click the link below to find relevant forms.
The Internal Revenue Service may be a creditor of the decedent and should be promptly notified of the death and any probate proceeding. Form 56 - Notice Concerning Fiduciary Responsibility is included with this guideline or can be found at the IRS web site.