Mountain Views News, Sierra Madre Edition [Pasadena] Saturday, July 22, 2017

MVNews this week:  Page A:10

Mountain Views-News Saturday, July 22, 2017 10 THE GOOD LIFE THE GOOD LIFE 


Dear Savvy Senior,
I’ve heard that there are free online search tools that 
can help people look for lost or forgotten money leftbehind by deceased relatives. Can you refer me? When 
my father passed away his financial affairs were in 
such a mess, I’m wondering if there was anything he 
left behind. 

Wondering Daughter 

Dear Wondering,
Forgotten or lost money is actually quite common 
in the United States. According to the National 
Association of Unclaimed Property Administrators, 
there is around $42 billion in unclaimed funds 
sitting in state treasuries and other agencies just 
waiting to be found. 

These unclaimed funds are from accounts that 
are inactive or whose owners, or their heirs, cannot 
be located. Unclaimed funds can include things lost 
or forgotten saving or checking accounts, stocks, 
utility security deposits, tax refunds, life insurance 
proceeds, un-cashed dividend checks, contents of 
safe-deposit boxes and more. 

This typically happens because of a change of 
address (the owner moved), a name change (the 
owner got married or divorced), or the owner dies 
and the estate was unaware of the money or the heirs 
could not be located. By law, companies and financial 
institutions that can’t find the owner or their next of 
kin within two to five years must turn the property 
over to the state where it’s held indefinitely. 

Where to Search 

It’s very possible that your father, or you, have 
some unclaimed money out there and you don’t 
even know it. To start your quest go to Unclaimed.
org, which has links to all state programs that will 
let you to do a state benefits search online for free. 
Or, you can do a multi-state search in 40 states at

Check every state in which your father or you 
have lived, worked or conducted business. 

Also, if you’re married, make sure to check under 
your maiden name as well. Using a first initial 
and your last name is also encouraged to make 
sure everything comes up. Every state can tell you 
immediately if you or your dad have some unclaimed 
money, as well as how to go about collecting it. 

Look Here Too 

In addition to state treasuries, here are some other 
agencies that can help you find unclaimed money.

IRS: Each year thousands of refund checks totalingmillions of dollars are returned to the IRS by the postoffice. To look for lost Federal tax refund checks go, or call 800-829-1954.

U.S. Treasury: To find out if there are any savingsbonds your dad didn’t claim dating back to 1974,
go to For older bonds or thosestill drawing interest use form 1048, which you candownload at,
or call 844-284-2676 to request a form by mail.
Pension Benefit Guaranty Corporation: If yourdad worked for a company that went out of businessor ended its defined benefit pension plan, you maybe entitled to some of his benefits. To look for lost 
pensions, use the pension-search tool at
search/unclaimed-pensions, or you can call 800-4007242 
and get help over the phone.

National Association of Insurance Commissioners: 
To track down a lost or forgotten life insurancepolicy, the NAIC, an insurance regulatory supportorganization, offers a national policy locator serviceat

PenChecks Inc. and Millennium Trust Co.: To 
search for lost or forgotten retirement benefits or401(k) funds left behind with an old employer, 
go to and

Federal Deposit Insurance Corporation: To searchfor unclaimed bank accounts at firms that were shut 
down between January 1, 1989 and June 28, 1993 goto State treasurieshold assets from shutdowns after 1993. 

Social Security: To find lost Social Security benefits,
including the $255 death benefit, call 800-772-1213.

Send your senior questions to: Savvy Senior, P.O.
Box 5443, Norman, OK 73070, or visit SavvySenior.
org. Jim Miller is a contributor to the NBC Today showand author of “The Savvy Senior” book. 


* The following is very, VERY he won $100 on football and horse racing. The 
corny. Proceed at your own cashier thanked him for betting in the Parrot Sportsrisk. Also, you may not “get Book. Feeling lucky, the man meandered over to ait” if you are not of a certain black jack table. After two or three games he wonage. Other than that, knock $200 at Parrot Black Jack. Excited to see how longyourself
his luck would hold out, he 

then played a few rounds 
A guy walked into a Vegas

of Parrot Roulette and won 
casino and sat down at a 

$400. Just when he was readyslot machine. A cocktail 

to leave the casino, he noticed 
waitress came by and he

that a crowd had formed 
ordered a drink. As she 

around a table where theywalked away he noticed that

were playing a game he hadher dress had a fancy parrot

never seen before. Intrigued,
design and said “Parrot Bar.” 

he decided to join the next 
When she returned with his 

game. Each player was dealtdrink, it, too, was in a festive 

cards and then had to come 
parrot patterned glass with

up with combinations usinga matching parrot coaster.

their cards and dice. Try asAfter sitting there a while he

he might, he could not getwon $50! When he redeemed 

the hang of it. A young ladyhis voucher the receipt said,

sat down next to him and was 
“Thank you for playing Parrotabout to pay to join the gameSlots!” He then decided to place some bets at thewhen the man gave her his cards instead, saying,
sports book. There also, he noticed a recurring“You may as well take my hand. I’m a stranger in 
parrot theme on the score cards and pencils. Overall Parrot Dice.” 

Call Patricial @ 626-818-2698 

HAPPY BIRTHDAY! ….July Birthdays 

Nina Bartolai, Mary Lou Caldwell, Louise Neiby, Eunice Banis, Betty Hansen, 
Christine Durfort, Shahrzad Azrani, Jeanne Borgedahl, Janet Cox, Dorothy 
Montgomery, Bess Pancoska, Janet Swanson, Linda Thunes, Barbara Watson, Pat 
Alcorn, Karma Bell, Alice Clark, Dorothy Jerneycic, and Betty Dos Remedios. 

ACTIVITIES: Unless listed differently, all activities are at the Hart 
Park House (Senior Center) 222 W. Sierra Madre Blvd., Sierra Madre 

Hawaiian & Polynesian Dance Class: Every Tuesday morning from 10a.m. to11a.m. Join instructor Barbara Dempsey as she leads you in the art of Hula. 

Bingo: Every Tuesday beginning at 1:00p.m. Cards are only $0.25 each!
Everyone is welcome to join. May be canceled if less than five people. 
Free Blood Pressure Testing: 2nd Tuesday of the month from 11a.m. to 12p.m. No appt. is necessary. 

Brain Games: Thursdays, 10:30a.m. to 11:30a.m., improve your memory and strengthen your 
brain. Activities facilitated by Senior Volunteers. 
Free Legal Consultation: Wednesdays from 10:30a.m. to Noon. Attorney Lem Makupson is
available for legal consultation. He specializes in Family Law, Wills, Trusts, Estates, and Injury.
Appointments are required by calling 626-355-7394. 

Senior Club: Meets every Saturday at the Hart Park House Senior Center. Brown Bag Lunch at 
Tax Assistance: Every Wednesday beginning on February 1st through April 12th from 1:00p.m.
to 2:00p.m. - Don Brunner is available for income tax consultation. Appointments are required by 
calling 626-355-7394. 

Chair Yoga: Mondays and Wednesdays from 11:00 to 11:45a.m. with Paul Hagen. 3rd Monday of each
month, a variety of balance exercises are practiced. All ability levels are encouraged and welcomed! 
*A suggested donation of $5 at one of the classes is requested, but is not required. 

Case Management: Case Management services are provided by the YWCA and provide assistance in 
a variety of areas. Appointments are required and can be scheduled by calling the Hart Park House
Office at 626-355-7394. 

Birthday Celebrations: Every 2nd Thursday of the month at the Hart Park House, share some free
birthday cake provided by the Sierra Madre Civic Club. 

Game Day: Every Thursday starting at 12:00p.m. Come join this group of Seniors in a poker game. 
Other games are offered to all. Please note time change. 

Free Strength Training Class: Every Friday from 12:45p.m. to 1:30p.m. with Lisa Brandley. This
energetic class utilizes light weights for low impact resistance training. All class materials are provided. 

Stress, Resilience, Positivity: Finding Balance - by The Kensington Sierra Madre Four Tuesdays,
March 7 - 28th from 2:00 - 4:00p.m. Register by calling 213-821-6919 or 213-821-6908. 

Mountain Views News 80 W Sierra Madre Blvd. No. 327 Sierra Madre, Ca. 91024 Office: 626.355.2737 Fax: 626.609.3285 Email: Website: