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BittSweet59 Asked September 2022

My mother recently passed away in a nursing home facility. She had a trust fund of over $900, how do I get it?

My mother had over $900 and a trust fund in a nursing facility in Concord. They're trying to say that she didn't have the trust fund and I know she did because one of the workers called me and told me that it was there. How do I go about retrieving this money from the nursing home? Am I entitled to it and is it too late to get it since she passed in February of 2020?

JoAnn29 Sep 2022
I think over 2 1/2 yrs maybe too late. Frebrowsers idea about unclaimed money may be a good one.

Was Mom on Medicaid? If so a small amount of her SS money was placed in a Personal Needs Acct if the NH was payee of her SS. How do you know how much she had, did you receive a statement?
Social Services oversees PNA accounts. They should be able to help you.

I had to have a short certificate to handle Moms stuff after she passed. This certificate is proof shows your allowed this money to be placed in Moms estate. That and her Death Certificate should be enough to get a check. Do not expect them to write you a check then. My Moms acct was kept off site.

I just read the following Documents I had saved. According to both there is a specific time that that the claim needs to be made. If not done in that time, a check is sent to a Government agency. They also say that the person listed as POA or contact on paperwork is notified that money is at the NH. If you have called there recently, the money may not be there. It may be being held by the Gov Agency. Maybe the home can give u a number to call. If so, have Moms SS# available and birthdate.

Here is a Gov site explaining PNA.

https://www.cga.ct.gov/PS99/rpt%5Colr%5Chtm/99-R-0025.htm

Here is the NJ site where I live

https://casetext.com/regulation/new-jersey-administrative-code/title-8-health/chapter-85-long-term-care-services/subchapter-1-general-provisions/section-885-116-utilization-of-residents-income-for-cost-of-care-in-the-nf-and-for-pna

Lymie61 Sep 2022
If she had a trust fund someone would have been named trustee and if it wasn’t an ongoing trust beneficiaries would have been named. Are you thinking it was a large trust for some reason? I’m not clear from your question wether she had $900 in her personal spending account at NH or $900 in a trust, though trusts are typically larger than that I think. Did she have property or was Medicaid paying for her care? Not sure whyMom was in NH or her issues but could it be she was either making up tales or living in a delusion that she had a big trust and one of the workers there told you because they wanted you to know it was something Mom believed?

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Frebrowser Sep 2022
Since it’s been a while, you could check her name in the state’s unclaimed property listings.
https://unclaimed.nccash.com/app/claim-search
Are you the legal representative of the estate?
MACinCT Sep 2022
She may have to keep checking for unclaimed property up to 5 years. Some states do not have this feature. She can also check with probate court if there is a time limitation. However she may have to spend her own money to get this answer.

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