Mary White explains immediate actions to take after the death of spouse to Inter-Se Study Club
Jan 29, 2014 | 730 views |  0 comments | 21 21 recommendations | email to a friend | print
The meeting of the Inter-Se Study Club was held at the home of Martha Dobson on January 21, with Martha Dobson and Sonja Parris hostesses.

President Kenneith Calvert introduced the speaker, Mary L. White, Assistant Director, District II and retired Civilian Personnel Officer, Fort McClellan.

Mrs. White, spoke on the “Ten Things You Need to do Immediately Upon the Death of a Spouse.”  She discussed the necessity of having all important papers organized and the agencies that will need to be contacted, for example,  Social Security, Veterans Administration, Insurance Companies, etc.   The need for a WILL was emphasized, as well as the impact of not having a will.  Further, she explained the importance of contacting a good estate lawyer and an accountant, as well as actions to take regarding financial institutions, stock brokers, car insurance companies, credit card companies, or any other credit organizations.

She stated that all joint property should be designated OR instead of AND or have a survivorship clause,  and explained the difference in these designation relating to division of property.

Mrs. White stated that it is advisable to secure 15 to 20 copies of the death certificate as many agencies will need a copy, and you normally can get a discount if you order through the funeral home when final arrangements are being made.

She stated that you should try to have two months living expenses in savings as in many cases it takes this long to obtain any benefits or pensions.

Items of Interest:

Constance Sims, Treasurer, gave the Treasurer’s Report which reflected a balance of $438.97.

President Calvert asked for nominations for the Book of Golden Deeds Award.  A club member was nominated for this honor and the committee will submit the nomination to the Book of Golden Deeds Committee.

Mary White mentioned that Progressive Study Club would probably disband after this club year due to decline in membership.  She suggested that some of those members might like to affiliate with the Inter-Se Study Club.  At the February meeting of the Progressive Study Club, she will ascertain those who wish to continue with the federation and submit their names for consideration at the February Meeting of the Inter-Se Study Club.

President Calvert asked that we continue to save and bring pop tabs, box tops and empty print cartridges.  She stated that we need to discontinue bringing magazines for a few months, as the Senior Citizens Center now has plenty. 

President Calvert reminded everyone that they are to bring the filled bags for Second Chance to the February Meeting.

A piggy bank was passed for the Heifers International contribution.  These contributions will be forwarded to the Heifers International Organization after the May 2014 meeting.

Mary L. White asked those members who had not submitted their reports on volunteer hours to do so by Saturday, January 25, 2014.

It was decided that a contribution would be made to the Anniston Soup Kitchen in honor of Carol Ann Watson.

Mary L. White presented the Slate of Officers for the 2014-2016 Administration as follows:

President, Kenneith Calvert; Vice-President, Margaret Stem; Treasurer, Constance Sims; Secretary, Mary L. White; Parliamentarian, Margaret Valine; Photographer, Babbi Neumann.

Slate of Officers was approved as presented.

 President Calvert thanked the hostesses, Martha Dobson and Sonja Parris.

 Eleven members and one guest was present as follows Carolyn Brooks, Kenneith Calvert, Martha Dobson, Sonja Parris, Linda Read, Carolyn Sasser, Constance Sims, Margaret Stem, Shelby Thornton, Sandy Walker, Mary L. White, and guest, Johanna Calvert.
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Wednesday, April 23, 2014