Specifics: Spouse A died July 2000. Owned small IRA with Spouse B as
beneficiary. No secondary beneficiary named.
Spouse B died 50 days later, before naming a new beneficiary or
retitling the IRA.
Q: I believe that in the absence of a beneficiary the IRA should be
paid to the estate and taxed accordingly. But I don't know which
estate - Spouse A or Spouse B.
Would appreciate either a web site reference or an answer.
Thanks.
-HW "Skip" Weldon
Columbia, SC
In the absence of something in the IRA contract otherwise, the surviving
spouse's estate would be entitled to the IRA. The executor of the surviving
spouse's estate would make the claim to the IRA administrator.
________________________________________________
Christopher B. Johnson
Russakow, Ryan & Johnson,
A Professional Law Corporation
225 South Lake Avenue, Eighth Floor
Pasadena, CA 91101
(626) 683-8869
23332 Mill Creek Drive, Suite 230
Laguna Hills, CA 92653
(949) 460-4529
cjoh...@rrjlaw.com
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"HW "Skip" Weldon" <skip...@yahoo.com> wrote in message
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