What to do if my late mom’s prior employer contacted her shortly before her death, with money owed her for a pension which was never paid out?
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What to do if my late mom’s prior employer contacted her shortly before her death, with money owed her for a pension which was never paid out?
She was in her final weeks of living, age 89, when this all came about. The paperwork was signed by her days before she died, the amount is roughly $21,000 for her IRA and $170,000 in another check. The check should have been received by her at the beginning of this month, however she passed 3 weeks prior. Her daughter has a joint bank account and is executrix. The family received checks today and on the face it says that it’s void if the recipient is deceased. Should checks be deposited and should we retain an attorney since the money was owed to her while she was living and through their error, she was never paid?
Asked on December 31, 2013 under Estate Planning, New Jersey
Answers:
Terence Fenelon / Law Offices of Terence Fenelon
Answered 10 years ago | Contributor
Yes, you should seek an attorney as the checks could be dishonored by the bank and you might lose an important link in the chain of evidence. Seek an attorney with experience in Probate/Elder law. Good Luck.
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