We'll help you find the right solution for your needs
Does this sound like your topic?
As poa I took money from bank A and wrote a check to my father's account at bank B. The goal was to use one bank for ease of transacting business (we both have accounts at bank B) but I did not pay attention to the fact that the account into which the money was deposited did not have my name on it. I should have written the check to myself not to him. My father meant for the money to be in trust for me; I have the documents to prove that. He died. Now the money is in an estate account. How can I get the money that he intended me to have back out of the estate account?I have letters of administration. I have short certs. I have checks to the estate account. Heirs/beneficiaries are notified. They have seen and accept the paper work that shows the cash was in trust for me alone. Revocations are signed. Since the money is in the estate: 1. Is it legal for me to go and withdraw it? 2.How can I obtain the funds without paying inheritance tax, since that was father's intent? Thank you.