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Home→Tags Unclaimed property

Tag Archives: Unclaimed property

Estate Recovery Against Annuity

The decedent had purchased an annuity, and had named “Mildred Williams – Friend,” as the beneficiary, but failed to provide a Social Security number or other identifying information for the beneficiary. The decedent also failed to disclose the annuity to … Continue reading →

Posted in Opinions | Tagged Beneficiary designations, Estate recovery program, Medicaid, Unclaimed property

Things To Do Before Closing an Estate

Posted on June 29, 2018 by Daniel EvansJune 29, 2018

Some things to consider doing before ending an estate administration: Check with the Life Policy Locator Service provided by the National Association of Insurance Commissioners to see if there are any policies insuring the decedent that were overlooked or not known...

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Posted in Tips | Tagged Life insurance, Unclaimed property

Claim of Half-Brother to Unclaimed Property Denied

A claim to unclaimed property held by the Pennsylvania Treasury was properly denied when the property was a joint account in the names of the claimant’s mother and half-sister, the mother predeceased the half-sister so that the account became the … Continue reading →

Posted in Opinions | Tagged Intestacy, Joint Tenancy, Unclaimed property

Inactive IRAs More Vulnerable to Escheat

Posted on December 18, 2016 by Daniel EvansDecember 18, 2016

Under Act 95 of 2016 (H.B. 1605), which became effective last Saturday, inactive individual retirement accounts (IRAs) can escheat to the Pennsylvania Treasury even though the account owner is under age 70-1/2 and not required to take distributions. Under the … Continue reading →

Posted in News | Tagged Escheat, Individual retirement account, Unclaimed property

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