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Recent POD questions

My father passed away June 5,2016. I am the pod on his

My father passed away June 5,2016. I am the pod on his accounts. His credit union has put a hold on his accounts (they actually moved money from his checking to savings AND cashed out his cd to the savings), all without notifying me. I'm his sole heir and this financial institution had with held all the funds from me because his mortgage is also through the same bank. His mortgage is current , but the banks says as long as he owes a mortgage they will hold his funds. I might add they pay the mortgage each month from the money they put into savings. I'm the payable upon death , but this has not held true . I'm baffled as to how they cashed out his cd .

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Maverick

Doctoral Degree

6,340 satisfied customers
My brother is deceased and the bank is asking for a letter

My brother is deceased and the bank is asking for a letter of testimony. Can I print out a form letter?JA: Estate laws vary by state. What state are you in?Customer: I'm in NY. My brother kived in TN.JA: What documents or supporting evidence do you have?Customer: His death certificate, a small estate affidavit. I had his POA before his death but they told me after the fact that he should have signed a POD form. All that he has left is a small amount in his checking account.JA: Anything else you want the lawyer to know before I connect you?Customer: No thank you.

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LegalGems

Juris Doctorate

13,532 satisfied customers
My mother passed away last week.....Her assets consist of

My mother passed away last week.....Her assets consist of 38K she has in a bank account at Chase....The account has P.O.D. to my brother and myself.I am POA on the account and POA on all her financial matersas well as executor of her estate.Am I able to simply write a check to my brother for his halfand a check to myself for my half?Also she has about 2K in credit card debt.....what happens to that..Thanks

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Damien Bosco

Attorney

Doctoral Degree

2,740 satisfied customers
My 91 year old father's only assets now are a checking and

My 91 year old father's only assets now are a checking and savings accounts of which he added me as co-owner 2 years ago. Does he need to do a living revocable trust or is designating me as durable POA enough to handle his finances after death? He no longer has real estate holdings and very few bills.

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ScottyMacEsq

Doctoral Degree

22,520 satisfied customers
My mother passed away on July 2nd of this year. She has a

Hello! My mother passed away on July 2nd of this year. She has a property that she had done a Transfer of deed upon death. This went to me along with the mortgage on it. She also named my brother and I beneficiary's on her 401k. The only other things that she owns is her household furniture,clothing,a lawn mower,pots pans ect. She had a credit card bill of about $9500.00. Is that something that I have to pay? I've been told no by a few people but I'm not sure. Can you help me please? Thank you! Carrie

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LegalGems

Juris Doctorate

13,532 satisfied customers
Can a bank remove my POD on my father's account when I use a

Can a bank remove my POD on my father's account when I use a long standing POA to manage his affairs the last few weeks of his lifeJA: Can you tell me what state this is in? And just to clarify, what paperwork has been filed?Customer: Virginia. Filed POA with Doctor's certificate several weeks ago, dad died a week ago and I now find that the POD to me has been removedJA: Have you talked to a lawyer yet?Customer: Not yetJA: Anything else you think the lawyer should know?Customer: No

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Dwayne B.

Juris Doctor

35,320 satisfied customers
My Gradmother has two POD accounts in my aunt's name, but

My Gradmother has two POD accounts in my aunt's name, but she used my mother for free care giving for seven years. Can my mother file in probate court for her care giving wages?JA: Since laws vary from place to place, what state is this in?Customer: Illinois. And according to the Illinois care giver act my mom can file, were just wondering if there is anything she could actually collect on.JA: Have you talked to a lawyer yet?Customer: Yes, but they have been vague and unknowledgableJA: What advice did they give you?Customer: One attorney says there is no estate to file a caregiver claim on, another attorney says that may not be true.JA: Anything else you think the lawyer should know?Customer: My grandmother is currently passing and we would like to know if my mother should send a bill to my aunt (who is also attorney in fact-yet has provided no care giving help).JA: OK. Got it. I'm sending you to a secure page on JustAnswer so you can place the $5 fully-refundable deposit now. While you're filling out that form, I'll tell the Estate Lawyer about your situation and then connect you two.

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5,184 satisfied customers
In North Carolina, how do I avoid probate in my estate

In North Carolina, how do I avoid probate in my estate planning to protect my children? Is a will enough, or do I need to put my stocks, bank accounts, vehicle title and personal assets in POD accounts? I was going to do a will through Legal Zoom, but I am concerned about the probate laws in NC and if my adult children will be protected from losing money just because I didn't know the laws. FYI, my kids do not live in NC, I am 58 years old, and my estate is in the neighborhood of $250K. Help!!Tonya

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Loren

Juris Doctor

36,258 satisfied customers
My brother had no will nor a living trust. He passed away in

My brother had no will nor a living trust. He passed away in February of this year and he had my name on his checking account and on his cd as beneficiary upon his death. His cd was$109,000.00 and his cash in his checking was $38,000. Do I have to claim this to the IRS and do I have to pay taxes on this gift? I am disabled, retired and 69. I live on a fixed income and I used the money to purchase a home fully paid for in cash.

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LegalGems

Juris Doctorate

13,532 satisfied customers
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