Q: What Paper work is needed in Michigan to claim funds in an account under intestacy?
My son passed away, there is no will and no estate other than this one account valued at $4000. He was not married and has no kids. I would like to close out the account that does not have any beneficiaries listed on and transfer the money to me to cover funeral costs.
A:
The SCAO form "Affidavit of Decedent's Successor for Delivery of Certain Assets" may be what you're looking for.
As always, you get what you pay for. Be sure to talk to a qualified attorney about your specific situation before choosing to rely on information you get from internet discussion boards such as this one.
A:
I'm sorry to hear of your loss.
That affidavit *may* work, but if the bank won't accept it you may be forced to do a 'small estate' Petition and Order. This is still pretty simple but would require Probate Court approval and copies of the paid funeral bill, etc.
I concur with Mr Harris, it is NEVER a bad idea to consult with a local Probate attorney to insure you're doing this as economically and easily as possible.
--This answer is offered for informational purposes only and does not constitute legal advice or create an attorney/client relationship. I am licensed to practice in Michigan only. Please seek competent local legal help if you feel you need legal advice!
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