Maraya1969 (16,289 posts)
This pisses me off! My mom had an annuity and she had the money put into my back account
as a way to help me in the past. She died on Feb. 22. The money kept coming into the account. I didn't realize it until a few months later and I made no less than 4 calls and a couple emails to try and tell them that she had passed.
So I finally got the right number and told the person. She told me that they would take the money back. I told them NO, that they needed to go to my brother who was the trustee and the power of attorney.
Well I just looked at my bank account and they took almost $4,000 out of it. How can they do that?
I should have just closed the damn account and put the money in a safe.
Geez, how many non-credible/hinky pieces are there in this
?
1. The trustee didn't notify the annuity company - and no one thought to remind him - of the mother's death? Not for 5 or 6 months?
2. For 5 or 6 months DU-member
Maraya1969 didn't notice that 100s of $$ kept appearing in his/her bank account?
3. DU-member
Maraya1969 told the annuity company to contact the trustee and is surprised they verified the Mom's death?
And acted on it?
4. DU-member
Maraya1969, who for months supposedly paid little attention to his/her bank account quickly learned $4K had been taken out by the annuity company?
5. And DU-member
Maraya1969 is POed the annuity company reclaimed the $4K they were not obligated to pay out?
6. DU-member
Maraya1969 doesn't realize that $4K did not belong to him/her?
7. DU-member
Maraya1969 wishes (s)he had committed fraud?