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envelope provided. • If there is NOT a Will, but there is
• If spouse is eligible for increase on property and assets, the deceased
monthly check, notify Social Security is said to have died “Intestate”. An
and any forms necessary will be mailed administrator will be appointed by
to you. the Probate Court and the estate is
• If filing for $225.00 death benefit, the distributed according the State Statue
deceased must have worked and paid of Descent and Distribution.
into Social Security for six consecutive • If the assets left by the deceased
quarters (1 / years). This check will exceed certain minimums, the estate
1
2
only be issued to the surviving spouse. may be subject to Federal and/or State
A death certificate will be needed to Inheritance taxes.
process this claim. Lump Sum Death • An attorney should be consulted for
Benefit claim must be filed within two any estate questions and matters.
years after date of passing otherwise
benefit will not be honored. Veterans Administration
• Other Benefits may be available to the If filing an insurance policy:
following. Contact Social Security to (800) 669-8477
see if you qualify: For other information:
– Unmarried children under 18 (or under (800) 827-8954 (Veterans Service Agency)
19 if full time High School student
– Unmarried son or daughter 18 or over Insurance Companies
who was severely disabled before 22 • Notify company to process policy and
and continues to be disabled have claim forms sent to you.
– Widow or widower 60 or older • You need one death certificate for each
– Widow or widower or surviving company to process policy.
divorced mother or father if caring for • All policies, even ones that have lapsed
worker’s child under 18 (or disabled) with payment, should be examined by
who is getting a benefit based on the the insurance company.
earnings of a deceased worker • Any survivor’s life insurance policies
– Widow or widower 50 or older who which named the deceased as a
becomes disabled not later than 7 beneficiary should be changed.
years after the worker’s death, or within
7 years after a mother’s or father’s
benefits end House and Property
– Dependent parents 62 or older • It is suggested to keep one death
– Under certain circumstances, benefits certificate with house and property
also can be paid to step-children, papers for furture use when selling or
grandchildren, step-grandchildren and/ changing name on real estate.
or adopted children • The services of an attorney are
advisable in ALL real estate matters.
• Property/Real Estate owned jointly
Estate and Will Matters by husband and wife is automatically
transferred to the survivor, but a
certified copy of the death certificate
• If there is a Will, the deceased is said should be filed with county authorities
to have died “Testate”. The executor in connection with the real estate deed.
must file the Will with the Probate • Property which is solely in the
Court within the time prescribed by decedent’s name, or owned jointy by
statute and proceed with probate and the decedent and a party other than
distribution of the estate. The services the surviving spouse, may require
of an estate attorney are advisable.
Brueggemann Funeral Home of East Northport, Inc. - Page 33
