I will definitely get around to it. I presume there’s no hurry, hahahaha.
Update: My daughter’s refund turned out to be only $1
Thanks to this thread I just got a check for $143.
Congrats!
I am happy to know that I’ve started an unclaimed funds revolution on CC.
@my-3-sons You should get a finder’s fee from your H!
I found an refund for S1 from UChicago. It’s >$100. I’m fervently hoping that it’s the tuition we paid for him! I did tell him it’d be nice for us to get a tuition reimbursement. He surely doesn’t need the money!
Haha!! 53 bucks is going to be returned from PA! Thank you!! lolol.
My Mom who died ten years ago is listed with an unspecified amount. In order to claim as an heir (NJ) there’s a lot of paperwork that would have to be done by my lawyer older brother who was the executor of her estate. He says it’s not worth it. I’m so curious but if it turned out to be $1 I’d never hear the end of it.
I did it as an executor. The form looks daunting but it’s LITERALLY a ten minute exercise-- attach the death certificate (less than a minute), attach the letter appointing your brother executor (maybe a minute to find it in his computer file, one second to upload), fill out the form listing each of the heirs (a few minutes but since he was executor he likely knows the names of the siblings, grandchildren already?) Get his signature notarized (his office probably has multiple notaries sitting at their desks right now).
If only you were my brother. Sigh. I’ve known him for 60 years. He’s not going to change his mind.
I spent a year arguing with the IRS about an uncashed refund check (refund due when both parties were alive, check issued after one party had passed and was never cashed) for the estate. THAT was time-consuming (but eventually the check was reissued to the estate and the heirs split it).
The escheatment form? Literally ten minutes and I’m not a lawyer and had to go to Kinko’s to find a notary!!!
There is money on that list for my mother in law and it says unspecified amount. She died in 2002. My husband was the executor of her estate but that was closed long ago. We’re just going to let it go. Sounds like a big headache to reopen the estate for an unknown amount of money that may turn out to be close to nothing.
As executor, your H has a legal right to know. Fill out the form online (if that’s available to you), and they may tell him what the amount is.
As noted above, I discovered a safe deposit box and passed this on to the executor. You never know.
S1 reports that UChicago owed him $279. Worth the trouble! I also found something in my late MIL’s name. BIL will have to deal with that.
I have to say thanks for this thread. I checked again last night out of boredom, and something popped up for over $100. Some life insurance company that I don’t recognize, but it said I matched and am getting a check. Maybe if I see the total it will ring a bell? But I did this a couple of years ago, and it wasn’t on there then. Weird but I will take it.
Yes, thank you for this tip! We have several accounts with Chase Bank yet they closed one for inactivity and sent the money to the state! The bank rep said we could not get the money back from Chase but she could notarize the missing money form. They have always had our current address and email addresses and phone numbers and we have transactions through our Chase accounts every single day.
My best friend’s dad (dead almost 15 years) shows he’s got more than 1500 shares of unclaimed AT&T stock - I showed it to my friend, who shared with her sister, the executor of the estate…she “can’t be bothered” at todays price it would be almost $30k…I could be bothered my friend is sad
It is ten minutes for the executor-- who already has the death certificate, letter of appointment from the probate court, the social security number of the deceased and the names and addresses of the heirs…
For 30K? Wow.
Another point! AT&T pays dividends… someone was getting them if there was not DRIP set up.
Your friend should be able to claim it as an heir/child even if the executor won’t, especially since the estate is probably closed.