Recent content by KJ1

Michigan If a "Settlement agreement and Mutual Release" is signed by all parties concerned in settling an estate, is that called "probate"? The settlement papers have a heading that states: State of Michigan in the Probate Court for the county of ***** We never went to court to settle the...

What is the name of your state? Michigan I am requesting information from the US Treasury to find out if I am eligible to claim unclaimed property that is in my mothers name. They want to know if I am a legal representative. If so, they ask for paperwork showing that the appointment of the...

What is the name of your state? Michigan I am requesting information from the US Treasury to find out if I am eligible to claim unclaimed property that is in my mothers name. They want to know if I am a legal representative. If so, they ask for paperwork showing that the appointment of the...

What is the name of your state? I live in Va. Beach, VA In 1998 my husband retained a lawyer to represent him in a case for SS disability. My husband was already rated 100% total & perm. disabled from the Veterans Administration for PTSD. When asked how much it would cost to be represented...

What is the name of your state? I live in Virginia. My husband filed for S.S.D. around 7 years ago. He was finally approved and received his first check. However, the check was made out to the judge. My husband sent back the check, and he finally received a corrected check. The problem, he...

Hi, this is concerning a stock account in Michigan through Merrill Lynch. If there are three people listed as jtwros on a stock account, does each ndividual receive a monthly statement...or just one of the co-tenants? Thanks! :)

Hi :) Again, thank you for your response. I have requested copies of documents from Merrill Lynch, but as my mothers estate was under a conservatorship, I would have had to obtain permission from the probate judge for Merrill Lynch to release any papers to me. I wrote the Probate judge, but...

Again, thanks for your response :) I have received papers from Merrill Lynch that states when the account was opened, and I am listed with my mother and sister, as jtwros. I was not a beneficiary, but a joint tenant. If my signature was needed to open the account, then again my signature was...

Thank you for your reply. I never asked my mother for a statement because I didn't find out about the account until last year. My mother was judged to be legally incapacated in 2000 due to Alzheimers and dementia. I was asking questions about her estate, and received a copy of a paper...

What is the name of your state? Hi. I live in Virginia, but this happened in Michigan. 1n 1991 my mother opened a stock account in her name, my sisters name, and my name. We were all joint tenants as this was set up as jtwros. In 1998 the stock company (Merrill Lynch) received a "letter of...

My mother lives in Michigan. She has Alzheimers and cancer. She had two accounts with Merrill Lynch. One account was in my mothers name, my sisters name, and my name as 'jtwros'. In June of 1998, the assets of this account were transferred into an acct. with my mothers name alone, and...