# SSR 70-30: SSR 70-30: SECTION 204(d)(7). -- UNDERPAYMENT -- LEGAL REPRESENTATIVE -- ORDER GRANTED UNDER "SMALL ESTATE" STATUTE OF STATE OTHER THAN STATE OF DOMICILE OF DECEDENT AT TIME OF DEATH

> Federal · Rulings · In force

URL: https://www.frixlaw.com/law-library/statutes/SSA_SSR_OASI_SSR_70_30

## Section

- **Citation:** SSR 70-30
- **Heading:** SSR 70-30: SECTION 204(d)(7). -- UNDERPAYMENT -- LEGAL REPRESENTATIVE -- ORDER GRANTED UNDER "SMALL ESTATE" STATUTE OF STATE OTHER THAN STATE OF DOMICILE OF DECEDENT AT TIME OF DEATH
- **Jurisdiction:** Federal
- **Kind:** Rulings
- **Status:** In force
- **Text as of:** August 14, 2026
- **Source:** Compiled text
- **Location:** Social Security Rulings / OASI / Overpayments and Underpayments / SSR 70-30

## Text

20 CFR 404.503

SSR 70-30

G, a retirement insurance beneficiary under title II of the Social
Security Act, died domiciled in Texas. Social Security benefits were due
him at the time of his death. Pursuant to section 204 of the Act, the
amount unpaid became an underpayment. He was not survived by a widow,
children, or parents. His estate was not formally administered. A request
for payment of the underpayment as the "legal representative" of G's
estate pursuant to section 204(d)(7) of the Act was filed by L, a sister
of the decedent living in Arizona. She submitted an order of an Arizona
court, issued pursuant to the Arizona "small estate" statute (section
14-501), Arizona Revised Statutes), which purported to authorize her to
receive the underpayment of social security benefits.

Section 204(d) of the Social Security Act provides that amounts due a
deceased beneficiary under the retirement, survivors, and disability
insurance programs will be paid to individuals according to the following
order of priority: The deceased beneficiary's (1) spouse either living in
the same household at the time of his death, or entitled to a monthly
benefit on the same earnings record as the deceased for the month of his
death; (2) child or children entitled to a monthly benefit on the same
earnings record as the deceased for the month of his death; (3) parent or
parents entitled to a monthly benefit on the same earnings record as the
deceased for the month of his death; (4) spouse not falling within the
provisions of (1) above; (5) child or children not falling within the
provisions of (2) above; or (6) parent or parents not falling within the
provisions of (3) above. If no person exists who meets the requirements of
f his death; (3) parent or
parents entitled to a monthly benefit on the same earnings record as the
deceased for the month of his death; (4) spouse not falling within the
provisions of (1) above; (5) child or children not falling within the
provisions of (2) above; or (6) parent or parents not falling within the
provisions of (3) above. If no person exists who meets the requirements of
(1) - (6) above, payment will be made to the "legal representative" of the
estate of the deceased beneficiary.

Thus, at issue here is whether L, the sister of the decedent qualifies as
the "legal representative" of the decedent's estate within the meaning of
section 204(d)(7) of the Social Security Act. It has been held that
for purposes of administration of a decedent's estate, the "situs" of a
claim by his estate against the United States will be the State of his
last domicile. In re Noyes' Estate 182 Oreg. 1, 195 P.2d 555
(1947); also, Wyman v. United States ex rel. Halstead, 109
U.S. 654, 3 S.Ct. 417 (1884); King v. United States, 27
Ct.Cl. 529 (1892); In re Coit's Estate, 3 App. D.C. 246 (1894). It
is also a general principle of law that the legal requirements of the
State of an individual's domicile at the time of his death control the
administration of his estate therein, 33 C.J.S. Executors and
Administrators, 18; 3 Beale, The Conflict of Laws, section
467.1 (1935). Under these rules it is proper for the Social Security
Administration to pay monies owing a decedent to the individual who, under
the law of the State of the decedent's domicile, has authority to collect
the assets of the decedent's estate. Such payment would legally discharge
the Government's liability for payment. Wyman v. United States
ex rel. Halstead, supra; In re Coit's Estate, supra.
er these rules it is proper for the Social Security
Administration to pay monies owing a decedent to the individual who, under
the law of the State of the decedent's domicile, has authority to collect
the assets of the decedent's estate. Such payment would legally discharge
the Government's liability for payment. Wyman v. United States
ex rel. Halstead, supra; In re Coit's Estate, supra.

In this case, claimant's authority to collect the assets of the
decedent's estate was not under the law of Texas, where the beneficiary
died domiciled, but under the law of Arizona. Under these circumstances,
payment to her of the underpayment would give the Administration good
acquittance.

Accordingly, it is held, L does not qualify as the "legal
representative" of G's estate within the meaning of section 204(d)(7) of
the Act and thus may not be paid the underpayment which arose as a result
of G's death.

## Nearby sections

- [SSR 64-2 SSR 64-2: SECTIONS 202(a) and 204(b). -- FINALITY OF DECISION -- REOPENING FOR FRAUD OR SIMILAR FAULT -- RECOVERY OF ERRONEOUS PAYMENTS](https://www.frixlaw.com/law-library/statutes/SSA_SSR_OASI_SSR_64_2.md)
- [SSR 64-7 SSR 64-7: SECTION 204(a) and (b). -- OVERPAYMENTS -- LIABILITY WHERE THERE IS A REPRESENTATIVE PAYEE -- WAIVER OF ADJUSTMENT OR RECOVERY](https://www.frixlaw.com/law-library/statutes/SSA_SSR_OASI_SSR_64_7.md)
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- [SSR 70-3 SSR 70-3: SECTIONS 204 and 216. -- UNDERPAYMENT -- PRIORITY OF PAYMENT TO STEPCHILDREN OF DECEDENT](https://www.frixlaw.com/law-library/statutes/SSA_SSR_OASI_SSR_70_3.md)
- [SSR 70-4 SSR 70-4: SECTION 204(d)(7). -- UNDERPAYMENT -- PAYMENT TO RESIDUARY LEGATEE OF DECEASED BENEFICIARY'S STATE AS "LEGAL REPRESENTATIVE"](https://www.frixlaw.com/law-library/statutes/SSA_SSR_OASI_SSR_70_4.md)
- [SSR 70-9 SSR 70-9: SECTION 204(d)(7). -- UNDERPAYMENT -- STATUS OF COUNTY WELFARE AGENCY UNDER INDIANA'S SMALL ESTATE STATUTE](https://www.frixlaw.com/law-library/statutes/SSA_SSR_OASI_SSR_70_9.md)
- [SSR 70-30 SSR 70-30: SECTION 204(d)(7). -- UNDERPAYMENT -- LEGAL REPRESENTATIVE -- ORDER GRANTED UNDER "SMALL ESTATE" STATUTE OF STATE OTHER THAN STATE OF DOMICILE OF DECEDENT AT TIME OF DEATH](https://www.frixlaw.com/law-library/statutes/SSA_SSR_OASI_SSR_70_30.md)
- [SSR 70-54 SSR 70-54: SECTION 204(a). -- OVERPAYMENT -- ADJUSTMENT OR RECOVERY -- LIMITED TO BENEFITS PAYABLE ON RECORD OF DECEASED OVERPAID INDIVIDUAL OR FROM HIS ESTATE](https://www.frixlaw.com/law-library/statutes/SSA_SSR_OASI_SSR_70_54.md)
- [SSR 72-28c SSR 72-28c: SECTIONS 204(a) and (b) -- (42 U.S.C. 404(a) and (b)). -- DISABILITY INSURANCE BENEFITS -- RECOVERY OF OVERPAYMENT -- FAILURE TO REPORT WORK ACTIVITY AS CONSTITUTING FAULT](https://www.frixlaw.com/law-library/statutes/SSA_SSR_OASI_SSR_72_28c.md)
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- [SSR 73-5c SSR 73-5c: Rescinded 1986](https://www.frixlaw.com/law-library/statutes/SSA_SSR_OASI_SSR_73_5c.md)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/statutes/SSA_SSR_OASI_SSR_70_30. Check the current official text before relying on it. Not legal advice.
