My sister, Edna L. Fraser, had a stock life policy with MetLife. Edna died 5/3/2019. The named policy beneficiary, Kellie Harcherik Salito, processed and received the sum due under the policy. I am the executor of Edna’s Estate.
Separate and apart from the policy proceeds was a stock account accruing stock in MetLife. At the time of Edna’s death, there were 67 trust interests in the account --- upon which quarterly dividends were being paid. Recently, I received a dividend check for $30.82 payable 9/14/2020.
In view of Edna’s death, I would like to have the stock account {COO17950495} and all dividend checks payable after 5/3/2020 converted and made payable to the Estate of Edna L. Fraser. When that is done, I intend to liquidate the account and have the funds deposited into the Estate account for ultimate distribution to the appropriate beneficiaries.
I enclose what I believe to be the essential documentation to effect the above. If not, please advise. The proceeds of this account are the only remaining assets left to be distributed.
Respectfully,
E. Robert Fraser, Executor of Estate of Edna L. Fraser
MetLife Holder Account: Edna L. Fraser, deceased 5/3/2020
September 22, 2020
Computershare
P.O. Box 505005
Louisville, Kentucky 40233-5005
Holder Account Number C0017950495
Greetings,
My sister, Edna L. Fraser, had a stock life policy with MetLife. Edna died 5/3/2019. The named policy beneficiary, Kellie Harcherik Salito, processed and received the sum due under the policy. I am the executor of Edna’s Estate.
Separate and apart from the policy proceeds was a stock account accruing stock in MetLife. At the time of Edna’s death, there were 67 trust interests in the account --- upon which quarterly dividends were being paid. Recently, I received a dividend check for $30.82 payable 9/14/2020.
In view of Edna’s death, I would like to have the stock account {COO17950495} and all dividend checks payable after 5/3/2020 converted and made payable to the Estate of Edna L. Fraser. When that is done, I intend to liquidate the account and have the funds deposited into the Estate account for ultimate distribution to the appropriate beneficiaries.
I enclose what I believe to be the essential documentation to effect the above. If not, please advise. The proceeds of this account are the only remaining assets left to be distributed.
Respectfully,
E. Robert Fraser, Executor of Estate of Edna L. Fraser