Who get's brother's portion, widow or son? Massachusetts Law.
Aunt (Mass. resident) passed in 2022. No spouse, no children. She was predeceased by her parents, younger brother, then younger sister. She was survived by 7 nieces/nephews. No will, no assets, nothing to probabte.
In 2025, oldest survivor, nephew, passed. Then, bonds in aunt's names were found. Nephew, also Mass resident, had no real property; no will, and nothing possessed to have to probate. Nephew had already transferred all financial responsibility for paying bills to his only so.
Treasury Dept states that only blood relatives can make a claim to the unclaimed bonds. Does deceased nephew forfeit his share (he would have received it if he lived), or does it go to his widow or his son, or 50-50 to both?
I have tried to wade through Mass. law, but I'm overwhelmed.
Inheritance amount is ~$1,000. Interest is about $700, principal on bond ~ $300. Tax liability is on interest, which could impact recipient.
I'm stuck trying to figure out if nephew is still entitled to portion of bonds; he was alive when aunt died, but is now deceased after bonds were found and can be processed. If proceeds go to nephew's survivors, IN MASSACHUSETTS, who do they go to ? Spouse? Child? or 50-50. I just want to do what's right.
Thank you.
EDIT TO BODY OF POST: Sorry for not anticipating your questions. Total of Bonds is just under $7K (USD), so less than $1K per niece/nephew if redemption value of bonds was distributed to each when aunt died. So, nephew who passed would have received just under $1K.
Nephew's son is 40 (42?). An adult, who handled his father's financial responsibilities for the last few months (years?) of his life. He had signing authority on the bank account to pay all household bills and such. Nephew and widow rented, owned no property. Anything that could have been disputed by the state was already transferred/dealt with so as to avoid probate. Nephew knew he was going to pass (cancer, brain tumor).
I am not sure if there was an "Executor" of the estate. If there was, it would have been the son of the aunt's nephew.
Both aunt and nephew passed intestate. I've read that when that happens, 50% goes to spouse, 50% goes to any descendants of the decedent. I'm stuck because the Treasury papers say only blood relatives can inherit, and spouse is not a blood relative, but had the bonds been processed when the nephew was alive, he would have received the proceeds. If he died the day after the proceeds were distributed, then it would not be my problem. But, that didn't happen.
I just want to do what is right. I'm on a time crunch, too, but given the amount (less than $1K), I don't want to hire an attorney to tell me what to do.
Maybe I should just contact the widow and great nephew and ask them what they want?
Thank you to all who are weighing in and posting. I truly appreciate your time and input.