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To: Lurker

As you know about such things, does the govt get to look in the box upon death, if the box is held jointly with a still living person? I was under the impression that they couldn’t.

Good thing papers is all that’s in mine.


29 posted on 05/12/2010 11:50:44 AM PDT by abbi_normal_2
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To: abbi_normal_2
As you know about such things, does the govt get to look in the box upon death, if the box is held jointly with a still living person?

I can tell you what the procedure was back in the mid-80's. I have no idea what the current rules are.

Upon receiving notification of the death of a box holder I went to the vault, notified the Supervisor, and watched while the box was 'sealed'. Basically they stuck something that said "Sealed" into the keyhole.

I then checked the holders information card (yes it was a paper 3X5 card back in those days) and if there was a co-holder on it they got a copy of the letter I generated to the IRS.

My responsibility ended there. I can give you no further information as to what happened then or as to what may happen now.

Sorry. Wish I could be of more service to you.

30 posted on 05/12/2010 11:55:27 AM PDT by Lurker (The avalanche has begun. The pebbles no longer have a vote.)
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