Dayton, OH asked in Estate Planning for Florida

Q: Check made out to a person dated before their death, but not cashed before their death.

Florida - My mother had a check made out to her on 12/15/2021. The check was a lump sum payout from a pension benefit plan. She passed away on 12/22/21, prior to getting the check cashed. The back of the check says, "This benefit is payable only to the payee named on the reverse side of this instrument . In the event the payee is no longer living, this check must be returned uncashed." Can this check go into her estate?

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1 Lawyer Answer
Terrence H Thorgaard
Terrence H Thorgaard
  • Estate Planning Lawyer
  • Freeeport, FL
  • Licensed in Florida

A: No. Contact the pension plan and ask that it be re-issued to your mother's estate.

Bruce Alexander Minnick agrees with this answer

1 user found this answer helpful

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