Didnt know I had to file a small trust fund for my sister, only $10,000,00, recieved from Mother's life insurance . I need help doing this.Have already sent in Federal and State Returns for my huband and myself. The only income i received was from the death benefit  ( half of it) $250.00 and had $25.00 witholding taken out before i received it. This arrangement for the Trust Fund was arranged by my Mother and lawyer before she died. My sister gets SSI and has a Medical Card.She is a Disabled person.
211654
The value of the trust fund is irrelevant, you only need to file if the trust fund's income was >$600 or a beneficiary is a nonresident alien.\n\nThe trust should have received 1099-INTs, 1099-DIVs, or 1099-S, and if those add up to less than $600 you'll be ok.\n\nBasically, if the income was >$600, you need to file a 1041 for the trust.  Good luck.
654031
First of all, I am sorry to hear you have lost both your parents.  As far as your question is concerned, Social Security does have a survivor benefit.  Now, since you are under 18 that support would go to your guardian to support you. When I say support you, I am referring to feeding you; clothing you; keeping a roof over your head, ect.  If you are in foster care, it would be payable to the state.  If you are living with another relative, it would go to them.  I don't think you would receive benefits after you turn eight teen, because at that point you are an adult and no longer a dependant.  I would try to find out if your parents had a will just incase they had some sort of life insurance that you may be entitled to or estate.  If you live with relatives, I would suggest you sit down with them and ask some questions.  I would not invest in a lawyer until there is good reason to believe something is being held from you that you are entitled to.  Are you sure that your parents actually owned anything tangible of value?  Did they have a house they owned that was sold after their death before foreclosure?\n\nIf you are in foster care, please plan for your future.  Stay in school and try your best to get good grades.  Visit the high school counselor and find out if there are any scholarship programs for students that are in the custody of the state.  It's going to be a tough road for you.  Hang in there. You can rise above it.\n\nTake care :)
147797
Call the company that issued the policy.  They will send you a package with the company forms that need to be completed in order to get paid.\n\nYou will need:\n1. the policy\n2. the death certificate - ask the funeral home to provide.\n3. the insurance company forms.\n\nOnce complete, they will review and if straightforward, the insurance companies usually issue you a checkbook that is good up to the amount of the policy proceeds.  You can keep the money in this account and write checks when you need them or write one big check to yourself and deposit in your own accounts.
644637
My wife passed away last year so when I was competing my Form 1040 I found no distinctive information on how to claim her for last year so I called IRS. A woman explained exactly what I was to do and accomplished just that on the form in front of me while conversing.\nThree to four weeks later I received my refund check and it had my name and my wife's name on the check. The following day I called IRS to inquire what I should do to get the check re-issued in my name only. After 2 1/2 to 3 hours trying to get thru to a real person at IRS I finally found some other office out-side of IRS who finally transfered me to an IRS attorney. She informed me to complete a special form and return it along with the check. Both times I asked the individuals if I should include a Death Certificate and was told that it wasn't necessary.  I downloaded the form from the net and returned it with the check as directed.\nSome three weeks later I got a letter and another form to complete with instructions to include a Death Certificate and also instructions to notify Social Security which I had already accomplish after my wife's death.\n I originally submitted my taxes in early February and finally got my refund in late May. Need I say more?
399210
Your mom should get his money now. (If she is over 62.)Get her down to the social Security office right away. It will take 6 months for her start receiving the money.But the forms have to be submitted.  I am sorry about your dad. My condolences to the family.
594290
Let's see...that is the Federal benefit, right?\n\nIt should be $603 per month, U.S. funds.  However, if you work, depending on the state you live in and whether you are doing multiple part-time contingent jobs or steadier work this can vary considerably....\n\nThe general rule of thumb is: the first $60-100 dollars of *gross*, pre-tax income you make is ignored by the system unless you have a pending over-payment from a previous month.  After that first $60-100, you lose fifty cents in SSI for every dollar you make, *pre-tax* (yep, it's a double tax folks...poor folks suck it up but the rich guys would and have raised a big stink over things like this...).\n\nThe real kicker on this is, you *have* to report your monthly income, if a paystub exists for it, each month, even though the local office may take up to three months to process the info.  This can mean that your income at the moment will wildly and erratically rise and fall depending on income you've long since spent....and the alternatives are:\n\n--not report, and then *when* you get caught, not if, find yourself getting docked for over-payments in any given month up to *three times* as late as a *year* after the fact (really, I got docked for income under-reported in March of 2003 three times, the last time in 2005??) or worse....or...\n\n--snag a job that pays under the table in cash.  Technically, if you have no paystub, you can't report.  No check, no trace.  However, on a legal level, while this does mean in theory that your employer bears the brunt of the fault for not hiring and paying you (and the payroll taxes) legally, in practice, most employers are rich enough to hire lawyers and have them shift the blame *to you*, knowing you likely can't afford such (mis)representation.\n\nSucks, doesn't it?  Especially when you have a legitimate disability that *nobody with money* wants to acknowledge, like a damn mood disorder (trust me, income cliffing borders on criminal negligence when it comes to folks with psychiatric issues, who get stable enough to work on their meds, try to work, only to have their meds yanked when neither Public Aid nor the employer pays one red cent for medications needed to stay stable enough TO work).\n\nJust my three cents, don't hate me if you need Canadian pennies, ok?
193643
what interest are expecting from worker's comp?  it's a disability check...not regular income...or checking account...and it's tax-free money...not sure what you're looking for.
407592
I'm in Australia.  As far as I'm aware the estate of the deceased person is required to pay the outstanding debts.  So your mother, as beneficiary, is required to pay the debts out of the money that was left to her, rather than out of her own money.  If there is insufficient money in the estate, then it will not be necessary for her to make up the shortfall.
411610
Patricia--if you're disabled and raising two children (not your own?) you should apply for every service your county has to offer you--ie food stamps, medical assistance, care taker supplements or cash aid, if available in your state.  The state will be compelled to collect partial repayment from the father (and mother if these are not your children.)  You won't have to wait for a deadbeat to pay--the state sends you the aid and collects partial repayment.  Your child should also be eligible for benefits off your social security if you haven't been collecting that already.  After you've applied for EVERYTHING your eligible for THEN go to your child support office and give them any information you have on the children's father (and mother).  If you do have an order for support and he is only making partial payments he still owes you that money.  Agencies are reluctant to take people who are 'making an effort' back to court because it encourages those who REALLY are trying to quit.  If he is just gaming the system--demand your case be enforced and he be taken back to court and held in contempt.\n\nGood luck!
126934
If someone you trust told you this, ask them for more information.  To find a list of banks in the city they mentioned, just go to www.yellowpages.com, under "find a business" type in the city and state and put "banks" in the blank space for type of business.  This will give you a list of banks, and phone numbers.  Time consuming, but call each one, giving your family member's names (mother, father, grandparents, aunts/uncles, etc., to see if they have an account for any of these.  Let the bank know why you would like this information.  They probably can't give you any info, but it doesn't hurt to try.  Also...if this person is deceased, and you know their name, then you can go to the SSDI (Social Security Death Index) and put in their first and last name and see when they died, and where their death is registered.  This also gives you their SSN.  To look up family members who are still living, and who are dead but were alive less than a year or two ago, go to www.zabasearch.com and put in first and last name and state.  This brings up all listings of that name in that state.  And if you need more help, email me and I'll be more than happy to help.  I am Information Coordinator for my reunion committee, and have worked the past year on finding all 263 of my graduating classmates from 30+ years ago...With a good bit of success.\n\nDid you receive an email about this instead?  If so, this sounds like one of those generated emails sent to people to get credit card information to "transfer" funds, etc, or to otherwise use your information from your bank to their advantage.  Searching for information beforehand is a great idea!  You're one smart cookie!  My suggestion is to contact this person via email if that is what you received from them.  Ask them for THEIR pertinant info, ie: Their full name, their mailing address, their work and home phone numbers, and the bank in question where that safe deposit box is located, including address, city, state, zip and phone number.  IF they don't respond, then forget it...it was and is a sham to get info to abuse your accounts.  If they do, with everything stated above, then follow through and call the bank, call THEM, talk to them, etc.  I can almost guarantee that they won't respond back.  But again, I've been wrong before!\n\nHope this helps!
82209
You can not take a deduction for them. If they had a social security number and lived here and you pd 50% of their support you could. You might see if there is a non profit (like a church) org that you could donate to that would help your family. That would be the only way. Bless you for taking care of them!!!
42008
You need to ask the trustee for your trust account.  You can't access the funds, but more than likely the trustee may have some ability to pay for certain things on your behalf, but it would be completely up to them to make that decision.
586089
I don't know if the state of Alabama will. I live in Florida and I could not even get the 200.00 that Social Security offers for my mother to have a funeral.She passed away this past may 18th. I had to have her cremated. The cost was minimal. I am a single mom with a mortgage and no family left. It is hard but you have to do what you have to do. I feel for your friend.You can only call the social security dept. and your local city offices and find out what kind of programs are in your area to help. Good Luck and I will keep your friend in my prayers
117019
You should locate the Salvation Army in your area. They have  a program that they will help you find a relative. There is a form to fill out and you tell them eveything you know about your relative. They will not locate friends just relatives as I understand. It costs about $25.\nIf you know that your Grandson has money coming to him through inheritance  or otherwise  you can send  a letter to Social Security(unsealed ) with your return address and they will forward the letter to the correct person. Tell Social Security everything you know about him and about the money your grandson does not know about. It has to be in an account not just that you want to locate him and give him money. In both cases if the person you are contacting does not want to contact you ...you can not make them.\nIf you have unlimited calling access you can go online and check the whitepages and leave out the state. It only takes a quick call to ask a few questions and hopefully reach the correct party. I have done this with success.\nI wish you much luck...\n\nLocating Private Individuals\n \nThe Internal Revenue Service (IRS), the Social Security Administration, and the Salvation Army can assist you in locating individuals here in the United States. The Department of State’s American Citizens Service Abroad can assist you in locating relatives or friends living or visiting abroad and who are U.S. citizens.\n\nPlease review the policies and guidelines for each agency/organization below:\n\nInternal Revenue Service (IRS)\n\nThe IRS may forward a letter to someone when humane reasons are involved. For example:\n\nTo notify someone of a serious illness, imminent death, or death of a close relative,\nTo seek an individual for a medical study to detect and treat medical defects, or\nTo notify an individual who cannot otherwise be located that he or she is entitled to certain assets. \nThe IRS will forward a letter from an attorney, estate administrator, or other person who directly controls the assets.\n\nFor more information and clarification as to what may constitute "humane" reasons, you may refer to the IRS Handbook 1.3, Chapter 11, which you may find in Other Information Available to the Public.\n\nIf you would like the IRS to help you locate an individual, place a personal letter addressed to the individual in a blank envelope. Include first class U.S. postage, and do not seal the letter. Place the unsealed letter in another envelope and address it as follows: \n\nInternal Revenue Service\nOffice of Disclosure Operations\n1111 Constitution Avenue NW\nWashington, DC 20224 \n\nSocial Security Administration\n\nThe Social Security Administration will attempt to forward a letter to a missing person for reasons similar to those mentioned in the IRS section above. There is a $3.00 charge for forwarding letters to inform persons about money or property they may be owed. Humanitarian letters are forwarded free of charge.\n\nFollow the same guidelines for sending a letter, and address it as follows: \n\nSocial Security Administration\nOffice of Public Inquiries\n6401 Security Blvd.\nBaltimore, Maryland 21235 \n\nSalvation Army\n\nThe Salvation Army has operated a Family Tracing Service since 1885. The service is designed to help people reestablish contact with close relatives they may have lost touch with a few years ago or many years ago. The service is available in many of the 100 countries where the Salvation Army is located.\n\nThe Salvation Army will not help to locate someone in the following instances: \n\nFriends \n\nSituations where adoptions have taken place \n\nAlleged fathers of non-marital children \n\nYoung people under 17 years of age \n\nFormer husbands or wives \n\nSpouses for divorce purposes \n\nEstate or similar business matters \n\nGenealogies\n\nFrom the United States, you may contact the Salvation Army Territory Office for your state. Local Salvation Army office numbers are listed in your local telephone directory. You may al
622490
I'm sorry for your loss.\n\nIf you are on Social Security Disability (Title 2), there shouldn't be any penalty.  There are no asset limits for Disability.  BUT, there are penalties if you are on Supplemental Security Income (SSI, Title 16).  You could lose your benefits then.  If you are getting $603/mth and Medicaid, then you're on SSI.  If you are collecting off of your's or a parent's or spouse's earnings, you are getting SSDI.
77736
loook at the document which awarded you money and make sure there is no disclaimer stating that this is the only compensation that you can receive. next call a free consulation lawyer and see what he says.  most lawyers who work in personal injury charge a 33% fee and some will not charge you if they dont collect something for you,  good luck and good health
35900
Contact your state Deparment of Insurance.  They should have more information on the fund if there is one.