My brother and I were buying a house together. We had a joint household account. His social security payment was deposited into the account on the 3rd of every month. He passed away at 11:45 pm, on February 2nd. I know his payment on Feb. 3rd was for the previous month of January, since social security is paid for the previous month.
He also received a deposit on March 3rd. So, two deposits were in our joint account: One made Feb. 3rd, and one March 3rd. I fully expected the March deposit to be returned, but SSA took both deposits back. Was I not entitled to the February 3rd deposit?
What can I do?
Even though your brother had is checks deposited into a joint account and used his money to pay for the house, YOU are not entitled to any of his SSA income, so you were not entitled to the February 3 deposit. However, your brother's estate may be entitled to those funds and this should be addressed in the settlement of his estate. You should definitely raise this question with the person administering his estate and that person should raise it with the social security administration.
This answer is offered as a public service for general information only and may not be relied upon as legal advice.
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