Comments on: Recovering stolen Savings Bonds http://www.savings-bond-advisor.com/recovering-stolen-savings-bonds/ Thu, 09 Sep 2010 10:58:19 +0000 http://wordpress.org/?v=2.0.4 by: Tom Adams http://www.savings-bond-advisor.com/recovering-stolen-savings-bonds/#comment-69868 Wed, 05 May 2010 20:57:18 +0000 http://www.savings-bond-advisor.com/recovering-stolen-savings-bonds/#comment-69868 Roger - Follow the instructions at the top of this page. There's no phone number you can call. Tom Adams Roger - Follow the instructions at the top of this page. There's no phone number you can call.

Tom Adams

]]> by: Roger B. http://www.savings-bond-advisor.com/recovering-stolen-savings-bonds/#comment-69809 Wed, 05 May 2010 06:32:10 +0000 http://www.savings-bond-advisor.com/recovering-stolen-savings-bonds/#comment-69809 Dear Tom, I once had a condo when I was single. I received 6 savings bonds @ $50 eash from Diners Club as a reward around 1995 with my name on them. Around 1999 they were stolen from me but I don't know whether or not they have been cashed. Back then I tried calling Kansas City but got the "run around". Please lead me to a better phone # so I can plead my case again or website...greatfully appreciated "Roger B> Dear Tom, I once had a condo when I was single. I received 6 savings bonds @ $50 eash from Diners Club as a reward around 1995 with my name on them. Around 1999 they were stolen from me but I don't know whether or not they have been cashed. Back then I tried calling Kansas City but got the "run around". Please lead me to a better phone # so I can plead my case again or website…greatfully appreciated "Roger B>

]]> by: Tom Adams http://www.savings-bond-advisor.com/recovering-stolen-savings-bonds/#comment-68366 Mon, 26 Apr 2010 15:47:29 +0000 http://www.savings-bond-advisor.com/recovering-stolen-savings-bonds/#comment-68366 Chad - This smells a lot like fraud, although since your grandfather was present when the bonds were cashed you may not have a case. It also depends on how old you are. You might want to see a lawyer. In any case, there doesn't seem to be any reason for you to pay the taxes. See the section on <i>nominee distribution</i> <a href="http://www.savings-bond-advisor.com/who-pays-the-taxes/" rel="nofollow">here</a>. Tom Adams Chad - This smells a lot like fraud, although since your grandfather was present when the bonds were cashed you may not have a case. It also depends on how old you are. You might want to see a lawyer.

In any case, there doesn't seem to be any reason for you to pay the taxes. See the section on nominee distribution here.

Tom Adams

]]> by: Chad http://www.savings-bond-advisor.com/recovering-stolen-savings-bonds/#comment-67900 Fri, 23 Apr 2010 17:22:27 +0000 http://www.savings-bond-advisor.com/recovering-stolen-savings-bonds/#comment-67900 Me and my brother received several bonds from my grand father in the amount of $50,000. He has passed away no but my aunt wich is a lawyer sent the bonds to my dad to give to me and my brother, This was in may of 2008 my dad takes the bonds to several banks tryin to cash them without us knowing and could not so his secretary knew someone at this local bank that cashed them,The bonds say my full name with ss# or my grand father name and ss#, but grand father whom is 90 was forced to go to the bank had no valid ID nor an acct. at this bank so they had to cash them under my ss# and name now I am getting taxed by the IRS for the full amount. What should I do , Please help I really need this money.... Thanks Me and my brother received several bonds from my grand father in the amount of $50,000. He has passed away no but my aunt wich is a lawyer sent the bonds to my dad to give to me and my brother, This was in may of 2008 my dad takes the bonds to several banks tryin to cash them without us knowing and could not so his secretary knew someone at this local bank that cashed them,The bonds say my full name with ss# or my grand father name and ss#, but grand father whom is 90 was forced to go to the bank had no valid ID nor an acct. at this bank so they had to cash them under my ss# and name now I am getting taxed by the IRS for the full amount. What should I do , Please help I really need this money…. Thanks

]]> by: Tom Adams http://www.savings-bond-advisor.com/recovering-stolen-savings-bonds/#comment-52578 Fri, 11 Dec 2009 14:35:00 +0000 http://www.savings-bond-advisor.com/recovering-stolen-savings-bonds/#comment-52578 Brian - if you are a co-owner (<i>OR</i> between your names as written on the bond, not <i>POD</i>) then you do not need a death certificate. The bonds are yours. Since you apparently have the serial numbers on all the bonds, you can ask which ones have been cashed following <a href="http://www.savings-bond-advisor.com/have-these-bonds-been-cashed/" rel="nofollow">this process</a>. It will not tell you who cashed the bonds. You can also ask if your father bought any bonds that aren't on the list you have by following <a href="http://www.savings-bond-advisor.com/list-of-us-savings-bonds-by-ssn/" rel="nofollow">this process</a>. If the actual bonds don't turn up and you need to have them replaced, you can do that by following <a href="http://www.savings-bond-advisor.com/how-to-recover-lost-savings-bonds/" rel="nofollow">this process</a>. Tom Adams Brian - if you are a co-owner (OR between your names as written on the bond, not POD) then you do not need a death certificate. The bonds are yours.

Since you apparently have the serial numbers on all the bonds, you can ask which ones have been cashed following this process. It will not tell you who cashed the bonds.

You can also ask if your father bought any bonds that aren't on the list you have by following this process.

If the actual bonds don't turn up and you need to have them replaced, you can do that by following this process.

Tom Adams

]]> by: Brian http://www.savings-bond-advisor.com/recovering-stolen-savings-bonds/#comment-52555 Fri, 11 Dec 2009 09:05:25 +0000 http://www.savings-bond-advisor.com/recovering-stolen-savings-bonds/#comment-52555 The circumstances; For 9yrs my deceased father had $50 bonds payroll deducted every other month. They were issued under his SS# and both our names. Times are tight since the layoff, so I got out a lockbox which contained the latter 2yrs of bonds and a list of the #'s of the rest, which were in his possession. I vaguely recall cashing in an unknown number of the earliest ones to cover expenses during my divorce. His widow (+ estate executor) claims no awareness of the remainder. From what I gather in your previous postings, because I am a surviving co-owner the bonds automatically became totally mine and could not have become part of his estate without my consent. My question is - When I request a treasury inquiry as to how many are still active, do I still need a death cert because they're under his SS even though my name is on them as co-owner? If so, how is one most easily obtained? Will the results list which SS# was used in the redemptions? his/hers/mine? Thanks for all your helpful info, in past and future responses. The circumstances; For 9yrs my deceased father had $50 bonds payroll deducted every other month. They were issued under his SS# and both our names. Times are tight since the layoff, so I got out a lockbox which contained the latter 2yrs of bonds and a list of the #'s of the rest, which were in his possession. I vaguely recall cashing in an unknown number of the earliest ones to cover expenses during my divorce. His widow (+ estate executor) claims no awareness of the remainder. From what I gather in your previous postings, because I am a surviving co-owner the bonds automatically became totally mine and could not have become part of his estate without my consent. My question is - When I request a treasury inquiry as to how many are still active, do I still need a death cert because they're under his SS even though my name is on them as co-owner? If so, how is one most easily obtained? Will the results list which SS# was used in the redemptions? his/hers/mine? Thanks for all your helpful info, in past and future responses.

]]>