Talk of The Villages Florida - View Single Post - Who Should You Trust About Trusts
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Old 03-08-2021, 12:59 PM
retiredguy123 retiredguy123 is offline
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Originally Posted by EdFNJ View Post
Sounds like a commercial with some good info but I'll ask for some free advice since you are getting free advertising! My father passed away ~3yrs ago had no estate and basically left nothing (he had a rev mort) except for an old car (taken care of) and a $279 balance in his BOA checking account which seems to be untouchable without paying a $300 fee to file a "small estate affidavit" to claim the $279. The $279 isn't important in the general scheme of things but since I was the POA on the account they keep sending me statements and it is annoying to keep seeing the bank has "his" $279. I tried writing a check but that didn't work. Any way to get his $279 that BOA is holding onto without spending $300 ???
I had a similar situation when I was the executor for a deceased friend. I received a small insurance refund check made out to "the estate of" the deceased person. I tried to cash the check, but my bank would not accept the unprobated will as proof that I was the executor. So, I signed the check and deposited it at the ATM machine with no problem. I would suggest that you write another check and try to deposit it electronically. In fact, I might try it several times.