Day 187, anxiety, paperwork

Friday, 6/7/2019

Starting last evening I began having mild anxiety, similar to the first couple of weeks. I guess the reality of the house being sold coming home? In reality, everything is on the planned track: the last bits of furniture arrive today and Monday … I have a modest list of things I need to do before a week from today to be ready for the move … everything is fine. Just fine. Tell that to my brain at 4am.

After a run, which felt fine (and the air was cool again), I settled in to assembling all the papers that the tax accountant wants to do that estate form, in summary,

  • Copy of death certificate (of course)
  • Copy of Marian’s will
  • Copy of family trust
  • Dec. 31st statement for bank account and each of six (6) Schwab accounts
  • Debts (of which we had only the December credit card statements)
  • IRS form 712 documenting the life insurance payment
  • Appraisal for home (I could use the price that has been accepted by buyer as the value, but I think I’ll wait until the appraisal “as of” December comes in)

and a few other odds and ends. That took a couple of hours and still isn’t done. It turns out that IRS form 712 has to be filled out by, not the beneficiary of the life insurance, but by an agent for the insurance company! Fortunately I still had documentation showing that this IBM group life policy was paid out by The Prudential, and the claim number. After an email to Katie the Tax, who recommended calling Prudential, I did that, and the customer service rep — after I got to her through a many-layered phone menu — quickly arranged for the form to be made and sent to me.

Part-way through this the IKEA delivery arrived. I must say IKEA’s contractor handled this very well, with two voice-mails the day before giving the delivery window of 11-2, and then calling half an hour before to say the truck was “5 to 30 minutes away”. Two long skinny flat packs for the bed frame, another pack of folded up wooden slats, another pack of two metal braces, and the mattress rolled up like a giant 5-foot long burrito.

I drove over to CH to check on the apartment. Although I couldn’t get in, I could hear power tools being used inside. I’ve been corresponding with Angela about the sink, and she has reminded me I committed to buying my own cabinet pulls. I need to do that tomorrow. Stopped at the bank to deposit a check, a small refund for overpaid car insurance. Then flaked out for the afternoon.

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