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During the time my sister was POA, my mom recieved $166,0000.00, which is apparently gone. Legally does my sister have to show accountability for where the funds have gone? How can I find out if there is a will? She also sold my mother's house.
Your state's government website will tell you how you go about finding out what's happening with your late mother's estate.
A person acting with power of attorney is accountable for how the protected person's money is spent. Only that does not necessarily mean that your sister is accountable directly to you. If you have substantial grounds for believing that your sister misappropriated or misspent your mother's money, and you have properly taken into account the probable costs of your mother's care and living expenses during the time your sister was acting for her, there will be steps you can take - get legal advice.
Also - I'm asking, not accusing - but when you say your mother "just" passed, when was this? And was your sister also your mother's primary caregiver? It's just that sometimes family members who have not been closely involved expect the will to be read pretty much at the funeral and to collect their cash-stuffed envelopes on the way out, and become immediately suspicious without realizing how long things take to sort out. Have you allowed a decent interval?
You will need hard proof, therefore contact an attorney and bring what current proof you have to find out what more you will need and if you have a winnable case.
If your Mother had any remaining assets worth over $75K in most states this would mean probate, so you can ask the attorney this question as well.
Please note that if your Mother was in a facility for few years it is totally possible all those funds went to pay for that, or privately hired caregivers. If she needed medical-level care this is the most expensive, and also MC is very pricey.
How do you know how much money she had? How long ago was that? Do you have the funds to pay an attorney for the consult or if you lose?
Wills have an executor. If you are a beneficiary of a will the executor according to the laws of the estate must publish a letter to you telling you that you are. Wills, unlike Trusts, are filed for probate and are public documents. They must be filed within a certain time limit. If your sister is also executor and you cannot talk to her you can check on the publication of a will.
No, your sister was the POA and owes NO ACCOUNTING to you. She spent the money as she did for your mother as she saw fit. IF you suspected elder abuse or fraud WHILE YOUR MOM WAS ALIVE you could have contacted an attorney to ask the court to examine her records. It is too late to do that now. The POA does not owe information to ANYONE but the one who appointed her and to the court.
I would say that if Mom had a Will there is an Executor and the Executor has a right to request all records of the POA. If found the POA benefited financially without the POA saying she got paid or a contract between her and Mom saying she got paid, then you maybe able to bring her up on charges of financial abuse of an elderly person.
No Will, no assets so Will can't be probated, then see an Elder Lawyer. I really don't see were you have to have proof, as POA sister need to keep good records. She needs to show proof.
Was Moms house sold for her care in an AL or NH? An AL can run 5k or more a month, a NH 10k or more a month. So 166k will not last long.
If there is a Will Mom seems to no longer have an estate so its really null and void. When her house was sold, you should have been allowed to take what you wanted.
Nope. You have no legal right to know anything. My mothers assisted living is running between $10 and $12k/month. My dads memory care is $6300/month. If your mom was receiving care, don’t expect much to remain. You can see what her house sold for on Zillow. Medicare annual out of pocket is also high. It’s all shockingly expensive. If your mom had enough to cover all her earthly expenses, consider yourself and family lucky. At this point even if your sister paid ten times more than she needed to for care, what do you think the consequences are. She’d write you a check for the overage? Not happening. We have financial POA for my parents. I am happy to share details with my brother but I won’t be showing my sister anything. If my mom wanted her to know, she would have showed her or asked me to show her.
And when it's all said and done, she has a legal right to sue in court for the answers. So, you do have a right to know, actually. If not, it's up to the COURTS to tell you differently.
It is my understanding that unlike guardianship where the guardian is accountable to the court for their charges finances a POA is only legally accountable to the primary so your sister as POA was only accountable to your mother. That said if your mother was considered vulnerable and someone had high suspicion of your sister taking advantage for personal gain that was the time to see an attorney about what to do if anything about that. A POA has a lot of leeway unless the POA document has guidelines and stipulations in it which is why the primary has to be competent and sure about the person/people they trust with this.
If there is a will and your sister is executor she is accountable to the named beneficiaries, the court and the will can be challenged in particular by close family members who are left out of the will which is why a little something is often left to everyone who could contest or actual mention is made in the will if some family members are specifically left out. Be very sure that it’s worth it though if you choose to do this because you will burn through money hiring your own lawyer and likely burn bridges and relationships with family which might seem fine now but might not in the future.
Please get legal advice for your best direction. There could be many variables affecting this such as how the POA was written, when, what state etc etc etc. Get legal advice for yourself.
justine1212: In all kindness, you may be asking the questions a tad too late since your mother, who was the principal (in POA) has passed away, e.g. while your mother was alive, if you suspected monies misspent, then was the time to question it. OR if it was a recent death, you could pose your questions to an attorney. I presume that you are talking about $166,000.00. The placement of the extra zero perhaps is an error. Best of luck.
At this point, only the executor of the estate can deal with your mother's finances. Not you (if you are not the executor) and not your sister (if she is not the executor). If your mother had a lawyer she regularly dealt with, ask him/her about whether a will was drawn up. Otherwise, you and sister should go through mom's papers and banks to search for a will. Notify a local lawyer that deals with estate law to help with your other questions.
A comment from me: It’s odd that you know so little about your deceased mom, like whether she had a will or not. If you two were close, she would have told you all that.
Please don’t tell me, you dumped all the caregiving problems/stress on your POA sister, disappeared for years when they (mom + sister) needed your help, and now that your mom died you just want the MONEY.
I just want to point out - just because your sister was named as mom's POA doesn't mean she was actively doing the job.
I was POA for my mom. I was also the trustee of her estate. During the last year and a half of her life, I paid her bills and did her finances, but not in my capacity as POA, because although she was frail in her body, she was of sound mind. I did all of her finances at *her direction*, because she lacked the physical ability to do them anymore. But I never signed anything as "POA".
Insofar as owing you an accounting of how mom's funds were spent - you don't mention anywhere what your mom's living situation was - did she live in a facility? Own her own home? Live with your sister? You don't really say anything about your mom's health issues - if any - or give us any other information that might be helpful in advice guiding you to your next steps.
There are some very immoral family members who take financial advantage of their elderly LO's; but there are many more who are just trying to do the best they can. Mom's money should have gone to mom's care. If you believe that isn't the case, then by all means, seek legal advice. But if you're just annoyed that you're not getting the slice of inheritance pie you had figured you were going to get, my advice is don't waste your time and money seeking legal restitution, because you're not going to come out ahead, financially, in the long run.
Was Mom in a Assisted Living or a Long-term care facility? If so, the cost would have been over 5k for AL and 10k or more for LTC. That eats 166k up fast.
Is 166k what you feel she received in SS over a period of years? I figured at 1500 a month, that would be 9 years. If Mom had a home, that 1500 would be eaten up in upkeep, taxes and bills.
The home...if Mom was in an AL or NH it may have been sold for Moms care. If sold after her death, then I would question it.
POA stops at death. A Will can not be probated until 10 days (or about) after death. The Executor takes the Will to Probate and its filed and made public. All beneficiaries must be notified the Will is now filed and sent a copy of it or tell them its available to them. The Executor is now responsible to pay all outstanding bills. An accting is done and beneficiaries sign off or contest at that time,
No Will, then a family member files to become an Administrator. They do everything an Executor does but...the State determines who inherits. Usually the children first.
To find out if a Will has been filed, you call Probate in the County Mom lived in. You can get a copy thru them.
Now a Will does not need to be filed right away. My Mom died in Sept and I didn't file till Nov. So, I don't think it would be wise to hire a lawyet at this time. I would give your sister some time. But if after a reasonable time you hear nothing from her, you will need to call her and ask if Moms estate has been probated. If she says there was no estate to probate then ask ur questions but don't accuse. One simple question, what happen to her estate. The answer maybe, it was used for her care. Before the house was sold, the taxes, utilities and up keep still had to be paid.
That's also an excellent point, Joanne, about whether the money came in a lump sum or is what the OP is figuring over a period of time. I just assumed she meant a lump sum, but I can see someone figuring monthly income from pension/soc. security.
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
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I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
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APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
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APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
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If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
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This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
A person acting with power of attorney is accountable for how the protected person's money is spent. Only that does not necessarily mean that your sister is accountable directly to you. If you have substantial grounds for believing that your sister misappropriated or misspent your mother's money, and you have properly taken into account the probable costs of your mother's care and living expenses during the time your sister was acting for her, there will be steps you can take - get legal advice.
Also - I'm asking, not accusing - but when you say your mother "just" passed, when was this? And was your sister also your mother's primary caregiver? It's just that sometimes family members who have not been closely involved expect the will to be read pretty much at the funeral and to collect their cash-stuffed envelopes on the way out, and become immediately suspicious without realizing how long things take to sort out. Have you allowed a decent interval?
If your Mother had any remaining assets worth over $75K in most states this would mean probate, so you can ask the attorney this question as well.
Please note that if your Mother was in a facility for few years it is totally possible all those funds went to pay for that, or privately hired caregivers. If she needed medical-level care this is the most expensive, and also MC is very pricey.
How do you know how much money she had? How long ago was that? Do you have the funds to pay an attorney for the consult or if you lose?
If you are a beneficiary of a will the executor according to the laws of the estate must publish a letter to you telling you that you are. Wills, unlike Trusts, are filed for probate and are public documents. They must be filed within a certain time limit. If your sister is also executor and you cannot talk to her you can check on the publication of a will.
No, your sister was the POA and owes NO ACCOUNTING to you. She spent the money as she did for your mother as she saw fit. IF you suspected elder abuse or fraud WHILE YOUR MOM WAS ALIVE you could have contacted an attorney to ask the court to examine her records. It is too late to do that now. The POA does not owe information to ANYONE but the one who appointed her and to the court.
No Will, no assets so Will can't be probated, then see an Elder Lawyer. I really don't see were you have to have proof, as POA sister need to keep good records. She needs to show proof.
Was Moms house sold for her care in an AL or NH? An AL can run 5k or more a month, a NH 10k or more a month. So 166k will not last long.
If there is a Will Mom seems to no longer have an estate so its really null and void. When her house was sold, you should have been allowed to take what you wanted.
If there is a will and your sister is executor she is accountable to the named beneficiaries, the court and the will can be challenged in particular by close family members who are left out of the will which is why a little something is often left to everyone who could contest or actual mention is made in the will if some family members are specifically left out. Be very sure that it’s worth it though if you choose to do this because you will burn through money hiring your own lawyer and likely burn bridges and relationships with family which might seem fine now but might not in the future.
Yes, family members are entitled to an accounting.
After the principal dies, executors and trustees must account to all of the beneficiaries for how the estate is being handled.
A comment from me:
It’s odd that you know so little about your deceased mom, like whether she had a will or not. If you two were close, she would have told you all that.
Please don’t tell me, you dumped all the caregiving problems/stress on your POA sister, disappeared for years when they (mom + sister) needed your help, and now that your mom died you just want the MONEY.
I was POA for my mom. I was also the trustee of her estate. During the last year and a half of her life, I paid her bills and did her finances, but not in my capacity as POA, because although she was frail in her body, she was of sound mind. I did all of her finances at *her direction*, because she lacked the physical ability to do them anymore. But I never signed anything as "POA".
Insofar as owing you an accounting of how mom's funds were spent - you don't mention anywhere what your mom's living situation was - did she live in a facility? Own her own home? Live with your sister? You don't really say anything about your mom's health issues - if any - or give us any other information that might be helpful in advice guiding you to your next steps.
There are some very immoral family members who take financial advantage of their elderly LO's; but there are many more who are just trying to do the best they can. Mom's money should have gone to mom's care. If you believe that isn't the case, then by all means, seek legal advice. But if you're just annoyed that you're not getting the slice of inheritance pie you had figured you were going to get, my advice is don't waste your time and money seeking legal restitution, because you're not going to come out ahead, financially, in the long run.
Was Mom in a Assisted Living or a Long-term care facility? If so, the cost would have been over 5k for AL and 10k or more for LTC. That eats 166k up fast.
Is 166k what you feel she received in SS over a period of years? I figured at 1500 a month, that would be 9 years. If Mom had a home, that 1500 would be eaten up in upkeep, taxes and bills.
The home...if Mom was in an AL or NH it may have been sold for Moms care. If sold after her death, then I would question it.
POA stops at death. A Will can not be probated until 10 days (or about) after death. The Executor takes the Will to Probate and its filed and made public. All beneficiaries must be notified the Will is now filed and sent a copy of it or tell them its available to them. The Executor is now responsible to pay all outstanding bills. An accting is done and beneficiaries sign off or contest at that time,
No Will, then a family member files to become an Administrator. They do everything an Executor does but...the State determines who inherits. Usually the children first.
To find out if a Will has been filed, you call Probate in the County Mom lived in. You can get a copy thru them.
Now a Will does not need to be filed right away. My Mom died in Sept and I didn't file till Nov. So, I don't think it would be wise to hire a lawyet at this time. I would give your sister some time. But if after a reasonable time you hear nothing from her, you will need to call her and ask if Moms estate has been probated. If she says there was no estate to probate then ask ur questions but don't accuse. One simple question, what happen to her estate. The answer maybe, it was used for her care. Before the house was sold, the taxes, utilities and up keep still had to be paid.