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The Watercooler
Hope I haven't opened Pandora's box...
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<blockquote data-quote="Andy" data-source="post: 375478" data-attributes="member: 5096"><p>Another thought - Make sure the account is still available. It is possible that somewhere along the way he did learn about it and has withdrawn and closed the account. Where have the yearly tax statements for the account been mailed to? Contact the bank with the information you have on hand. Ask to talk to an official of the bank (tellers will not have authority to give you information on his account), have the will in hand as well as any papers regarding the account, explain the story, explain that you are a relative who wants to make sure the $$$ gets to the brother and his family if it has still not been claimed, ask if they can tell you if the account is still open and ask what their policy is on dormant accounts.</p></blockquote><p></p>
[QUOTE="Andy, post: 375478, member: 5096"] Another thought - Make sure the account is still available. It is possible that somewhere along the way he did learn about it and has withdrawn and closed the account. Where have the yearly tax statements for the account been mailed to? Contact the bank with the information you have on hand. Ask to talk to an official of the bank (tellers will not have authority to give you information on his account), have the will in hand as well as any papers regarding the account, explain the story, explain that you are a relative who wants to make sure the $$$ gets to the brother and his family if it has still not been claimed, ask if they can tell you if the account is still open and ask what their policy is on dormant accounts. [/QUOTE]
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Hope I haven't opened Pandora's box...
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