April 7th and April 17th

April 17, 2009

Accomplishments for the week:

Taxes away! Or at least for another year. Last one for my mother; many years of tax return filings left for me.

I had to go to the brokers last week to pick up some stock papers from him to get them to the accountant before the 15th. His securities firm wouldn’t let him fax the information he had for Michael! Another folder of paper to store for a while. Ah, well ….

I get a good sized refund this year—that’s a surprise. And a small refund from the state.

Creditor’s info sent to the paralegal.

My Wells Fargo safe deposit box mystery is almost solved. Staff member found the listing in the computer and we went to look at where the boxes were. They have the box but I can’t find the key!

If I don’t’ find it in a week they have someone drill into open it. Twist is there are two boxes with similar numbers so it’s a tossup between which box is really mine. Key says, but I can’t find the key where it should be since last year. If I have to pay for two boxes to be drilled open, then that’s the way it will have to be. I have to get to the bottom of this box and what’s in it. I think there are silver coins that Dad gave me once and some documents. My passport, though, I have at home.

Have to do an inventory of Mom’s assets and estimated/real worth on the day she died.

Paid myself back to paying the first estate legal bill; payback is always good! Hehehehe

April 7, 2009

Okaaaay! After my online class I feel terribly informed but not sure what happens next … Where am I going from here with projects for the house, general preparedness issues and what will I do for the rest of my life??? A lot to decide in one hour, I guess

Summer will be here in 3-4 weeks, it will be May then already. Need to schedule tune-up for AC.
Waiting on tax information to send off. I may have to pay, and the deadline is midnight Wednesday, April 15, next week.

There are two unclaimed properties at the state of Arizona ... I think. I sent off for the met life stock and should get a letter back about that. That leaves the one certificate I have. I’d forgotten about it until the certificate fell out of a folder.

Pinnacle West stock stuff gets done tomorrow; Comcast has to send a current statement of the account before the CU personnel can do a guaranteed signature. I probably need that for PW stock anyway.

None of this stock is worth a whole lot under 500 each, maybe doesn’t even total that altogether.
Cheers,
shamba