Estate Recovery Questionnaire

[markcanniff]

Oh. We didn't realize that this would even come up. It wasn't on my radar at all. I think otherwise, I would have said leave it there. My brother was the one wanting to close the account, which he did. I think he still has the money. Do I tell him not to touch it? How is it best handled?

 

[adjusterjack]

Do I tell him not to touch it?

Hell yes.

How is it best handled?

You fill out the recovery form. Reveal the $6000. If the state wants the money you send it.

 

[markcanniff]

Okay, thank you.