What is the name of your state?What is the name of your state? Virginia
What is the name of your state? Virginia
I was POA for my mother’s affairs for approximately 8 years.
Upon her death (in January 2005) a will surfaced naming my sister (who was a total non-participant in my mother's care) as executor.
My sister asserts that I have to provide her with 5 years accounting of my mother’s affairs before she can officially be declared executor and pay funeral expenses etc.
Although I was very conscientious in my role as POA, and have nothing to hide, is there a legal requirement for me to provide this information.
Regarding the ‘estate’, my mother’s resources were eventually ‘spent down’ and I had to qualify her for Medicaid assistance. I created a 'funeral account' in the amount of $3500 (the max allowed by the state of VA for medicaid recipients).
I have provided my sister with all bank account numbers, as well as bank statements and all other necessary details she claims to need to file a 2004 tax return (which she apparently hasn’t done by the way).
If she indeed needs 5 years of records, could not obtain them from the bank?
What is the name of your state? Virginia
I was POA for my mother’s affairs for approximately 8 years.
Upon her death (in January 2005) a will surfaced naming my sister (who was a total non-participant in my mother's care) as executor.
My sister asserts that I have to provide her with 5 years accounting of my mother’s affairs before she can officially be declared executor and pay funeral expenses etc.
Although I was very conscientious in my role as POA, and have nothing to hide, is there a legal requirement for me to provide this information.
Regarding the ‘estate’, my mother’s resources were eventually ‘spent down’ and I had to qualify her for Medicaid assistance. I created a 'funeral account' in the amount of $3500 (the max allowed by the state of VA for medicaid recipients).
I have provided my sister with all bank account numbers, as well as bank statements and all other necessary details she claims to need to file a 2004 tax return (which she apparently hasn’t done by the way).
If she indeed needs 5 years of records, could not obtain them from the bank?