- Jurisdiction
- Wisconsin
Last Will designated one person as a solo beneficiary of whole estate "whenever located".
Besides validly executed will, there is handwriting from the deceased explaining why he made this decision: ".... this person, and this person only, took good care of me for the last years of my life..."
After obtaining LT, bank transferred all the funds to Estate Trust account, except IRA. Banker refused to show original IRA policy. She was just trying to read beneficiary's 1st and last name. That name was written many many years ago in very poor quality handwriting. What is worse, nobody knows who that might be. Even these who had known deceased for years; even whole life. We sent letters to all prospective (but disinherited) heirs, ex-wifes, relatives, all possible and impossible people. No body knows this person. Never heard. No chance to locate this ghost.
It seems that in three years these funds will go to the state of CA.
Any chance to petition the court to transfer funds to Estate of deceased person?
How strong these chances would be, if any?
Besides validly executed will, there is handwriting from the deceased explaining why he made this decision: ".... this person, and this person only, took good care of me for the last years of my life..."
After obtaining LT, bank transferred all the funds to Estate Trust account, except IRA. Banker refused to show original IRA policy. She was just trying to read beneficiary's 1st and last name. That name was written many many years ago in very poor quality handwriting. What is worse, nobody knows who that might be. Even these who had known deceased for years; even whole life. We sent letters to all prospective (but disinherited) heirs, ex-wifes, relatives, all possible and impossible people. No body knows this person. Never heard. No chance to locate this ghost.
It seems that in three years these funds will go to the state of CA.
Any chance to petition the court to transfer funds to Estate of deceased person?
How strong these chances would be, if any?