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[quote=Anonymous]Discovered there was some unclaimed property registered in my state. Property owner is my deceased spouse, who passed in 2003. At the time he had a PO box and in the aftermath of his death I overlooked paying the rental fee. Surprised this showed up because most stuff that ended up there (due to the PO box issue) surfaced within a couple of years after his passing. These were stocks, including stocks from a company that spun off the original company a few years ago, and he had stock ownership in the original company in a couple of places besides personally held stock. The total amount is just over $2000.

He had a will, I was the sole heir, and I was the executor. The estate was simple and closed years ago, reopened just once to convey property he had bought on a contract for deed and I paid off.

To satisfy the state, I provided the will, a copy of the letters testamentary, marriage certificate, my SS card and drivers license, death certificate. The check is made out to his estate c/o my name.

So I called the bank, and they said to ask the issuer if they can issue it in my name (no, there is a specific process for claiming the property, and that was not an option). They said to bring in documents showing I am the actual owner of the property. They also mentioned something about opening a trust account and then closing it, which I would think would entail just as much more as the second option.

Wondering if anyone has dealt with this before and how to handle it. Not sure if I can get a letters testamentary without formally re-opening the state. I believe there are state forms that have to do with conveying small assets when the original owner is deceased but don't know much about that. [/quote]

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