Treatment of estate check
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Treatment of estate check
My mother recently passed away. She resided in AZ. My sister currently in OH is executrix in the Will that she she left. She was an AZ Long Term Care patient so she had no assets or debts. However, we received a check for $4,000 made out to her estate from her funeral home for pre-paid funds we did not use. Since this is the only asset to be distributed to her beneficiaries my sister and myself, must my sister open an estate account, and if so, can she open it while in OH? Are there affidavits she needs to file?
Asked on July 2, 2019 under Estate Planning, Arizona
Answers:
SJZ, Member, New York Bar / FreeAdvice Contributing Attorney
Answered 5 years ago | Contributor
Yes, she will have to open an estate account: otherwise, a check made out to the estate cannot be cashed.
She can open it up while she is in a different state, but will have to open it in the county where your mother resided, in that county's probate court. The best way to know what to do and what forms she needs is for her to contact that probate court's clerk's office and/or see if the court has some useful online "help" page.
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