Experiences as a Personal Representative

March 4, 2015

I have come to the conclusion (and my sweetheart too) that there is no glory in being named executer or personal representative (they are one and the same) in someone’s will.  Someone has to do it but as I said, there is no glory in it.  It is a lot of hard, time-consuming work.   We met with Ryan Meikle, our attorney for Mom’s estate, last Friday.  Paul & Jerilyn came up and met too.  Ryan gave us the tax ID number so we could form an estate account….the Estate of Afton Christensen Robinson….so the funds from her stocks and banking account could be distributed to her children.   She had named Dad as her beneficiary.  And in the case of his pre-deceasing her, which he did, then Karl & Stan were named as co-personal representatives.  With us here in Idaho and Stan in Utah it is a pain because both of their signatures have to be on everything.  We went to lunch with Paul & Jerilyn at Perkins and had a very nice visit with them.  Then we went to the credit union to set up the estate account.   They told us that they did do estate accounts but Mom would have had an account with them in order to do it.  So we went to US Bank.  On the way there I was concerned that they would say the same thing.  I did not want to have to go to Grace where Mom’s checking account is still.  US Bank was able to help us.  Catrina set things in motion.  Karl didn’t have his driver’s license with him so we had to go back Monday with that.  It was good that we did it with the bank because there is a US bank in Roy, Utah, where Stan lives and Catrina was able to put everything on the computer and they were able to retrieve it in Roy and Stan was able to electronically sign it as Karl did here in IF and the account was set up.  Thank goodness, only one person has to sign the checks instead of both of them.

We met with Kelly Ovard  (I asked Kelly which high school he graduated from, he said Bonneville, and I asked him what year and he said ’81.  I asked him if he knew Bryan Robinson, he tho’t for a split second and said yes he did. And I told him that Bryan is our oldest son.  He seemed please to know that.) Monday afternoon, after we had lunch with Karen and then I had my hair done.  Neither Catrina nor Kelly had told us that we had to have the forms from Oppenheimer and Primemerica filled out before we went to have Kelly watch Karl sign the papers and stamp them with his medallion stamp.  That is even more impressive than a notary public stamp.  It means that he watched Karl sign the papers, that he is who he says he is, that he has the authority to sign as the personal representative, etc.  Since we didn’t have the forms, which I had had to call the separate companies and have them e-mail them to me, filled out, we came home and finished filling them out.  I got up yesterday morning and finished filling them out.

I talked to Lavell Rupp for the Oppenheimer, Brandon Mourton for the Primemerica, and Travis John for the W-9 tax form, yesterday before I had everything straight.  I had to do it instead of Karl because as we were talking to Catrina I could tell that Karl was very confused and could not keep things straight in his mind as to what he was supposed to do.   Altho’ I have seen a few times that he may be losing his memory (getting lost or asking which way to go when driving) this is the first time I have seen that his cognitive ability is really being affected.    It is kind of frightening in a way.   He does have Alzheimer’s/ dementia on both his Dad’s and Mother’s side of the family.  I think Stan may have some problems that way too.  Both Kathy and I have had to take the reins on this thing.  We stopped at the 1st street branch of US bank where we bank, and Catrina printed four checks for us so we could void them and send them with each of the company’s papers.  We went to the Family Search Library until a little after 1300 then went over and met with Kelly to get the papers stamped.  He also needed to see a statement for each of the companies.  The Oppenheimer statement had fallen out of our folder here on our table between the two chairs so we had to come back home and get it.   We were gone from the FSL for about two hours in all.  It was good to have it done tho’.

We were going to mail it to Stan on the way back to the FSL but then I got the tho’t that we were sending the original papers, which we had worked so hard to get all in order, off and I probably should make a copy of them before sending them off.  So we brought them home so I could copy them and we will mail them off today.   We will send it by registered mail.  At first I was going to e-mail the papers to Stan but then we decided to do it this way.  Initially, I had e-mailed the forms to Stan and tho’t he could sign his papers and Karl sign his, but we don’t want any confusion so we are doing it the way we are doing it.  Like I said before, it is a big hassle and having Stan in Utah and us in Idaho has added to that hassle.  It has been a learning experience.    Karl has thanked me many times for taking the bull by the horns and running with this and getting it taken care of.  I think he knows that he is having problems.  I am thankful and thank my Heavenly Father for my good mind and memory so I can deal with things like this, as well as working at the FSL.  May He continue to bless me so than I can continue to take care of our needs among other things.

3 thoughts on “Experiences as a Personal Representative

  1. Téa

    I suppose the job is even harder when dealing with personal grief. Our best to you during this ordeal.

  2. dngrmn

    Thank you for sharing this, Mom. Makes things to think about as things come near for you and Dad. I hope you both live as long as needed to accomplish what Heavenly Father as planned for you in this life. I know that he has still a few things for you to do. You both do great work at the Family Search Center and at the temple. You are both a great example to me and my children. Thank you.


Leave a Reply

Your email address will not be published. Required fields are marked *

Please prove you are human * Time limit is exhausted. Please reload CAPTCHA.