Estates and executors -- what do you wish you'd known

The rep could have checked “moved”, since the subscriber did move away and now resides in a graveyard.

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You made me laugh! Various reps who tried to straighten it out told me they couldn’t check “moved” since that opens up a field where you input the new address to see if one of their regional affiliates services that cable market! And since I was unwilling to give the new address (death is death after all…) we went in circles!

Blue- at least a 24 month renewal is a finite period of time. The rent on the cable box is eternal (apparently!)

Good times.

The address of the graveyard wouldn’t work?

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Probably same type thing as Spotify. Guy couldn’t figure out how to cancel because that just didn’t seem an option. What I finally figured was that non-payment of 3 months automatically cancels the service.

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Blossom: I finally got snarky with the cable rep: “hey, if we have to keep it for 22 more months, do you offer espn at the cemetery?”

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Funny you mention cable, when my mom moved in with us, the only way, after hours on the phone, to keep her landline number was to transfer her cable service to my house. It was such a pain that the service is still in her name at my house, despite being dead several years. I returned everything to do with phone & TV the month she died, so just internet. I guess I need to pursue that so I don’t leave my DD with a mess.

My brother’s apartment owner (small complex) wanted payment for the remaining months on his lease. She told the executor that if there was any money in the estate, she expected payment. He asked if she would have evicted my brother if he didn’t pay rent, and when she said yes, he asked her if she would have taken him to court to get payment for the unpaid months on the lease. She told him no, so he told her my brother evicted himself effective immediately. She was the only mean person he encountered while settling a difficult to settle estate (and he had to deal with the IRS to file back taxes).

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btw: speaking of debts of the deceased…it doesn’t hurt to try to negotiate with them. For example, Credit Card companies know that they are essentially last in line to get paid, so may agree to take a haircut as payment-in-full to get paid sooner.

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Absolutely. My brother owed money to several creditors. A couple wrote off small amounts owed, and a couple offered to settle the account for less than what was owed. Only one requested full payment.

My husband is the executor of his Aunt’s estate. She is still living. We live in Mississippi and she lives in California. I see a mess brewing because she had no children and has a fairly sizable estate. DH hasn’t seen the will, but she keeps telling him that she wants all her nieces and nephews to get a reminder of her. Also, her late husband’s nieces should get something. But we don’t know what. There are 14 nieces and nephews and also 8 children of one of the nephews that died and 3 children of one of the nieces. She just turned 80. She wants DH to be executor because we are practicing Catholics and the 8 in California aren’t.

if she has a “sizable estate”, please encourage Auntie to see a Trust/Estates attorney to get a revocable Trust (to avoid CA probate), and make her wishes known, i.e…, name names in the Will/Trust and amount/percents.

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“A reminder of her…” is this referring to cash, or some jewelry, art, house decor, books, etc.

Are such “reminders” listed in the will? Even so, may need appraisal for each item for fair market value at time of her future death…some states require if entire estate is more than a certain value.
Heirs may have a right to ask for report of how assets were distributed.
Could be a lot of misunderstandings if local heirs know contents of her home and have hopes for certain items, and out of state executor has no idea where items are, or what they look like.

You don’t tell DH’s Aunt anything. Oh, she is also a hoarder.

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Oh, so sorry.

Whether used to “transact” or not, very helpful in tracking what has been paid and what recurring costs are (i.e , condo fees). I absolutely needed this info and had no otherwayto get it. AND I agree with you that most vendors were very helpful in closing down accounts, getting bills sent to me, etc

The condo association does not have a phone number? An e-mail address? A snail mail address?

In fact, the last one I dealt with required info I could only access online. They wanted an account number. And would allow nothing without it. And there was no other paper trail.

My sister has now will and no trust, not sure it’s a sizable estate, but I don’t care. But I refuse to be an executor, it might be too stressful for me in old age and I don’t need her money. Not sure if any of the nephews and nieces need it.

Question. Can someone name an executor without that executor’s approval?

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Absolutely. But nobody is compelled to ACT as executor after the person dies- it is very common to decline (health reasons, etc.) and have someone else appointed in your place. Wills might be done 20 years before a person dies… so many things change between the time the will is prepared and the time someone needs to step in.

“Best practice” in the trust/estates legal world is to encourage the person finalizing the will to discuss its provisions… including with the named executor, guardians of minor children, etc. But often people don’t…

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