What is the name of your state (only U.S. law)? IL
Just curious about something that happened long ago and is not an issue anymore except for the lingering resentment. A sibling had power of attorney and was executor of our mom's estate. When she died, he decided that some money she had gifted to me shortly before passing should be given back to the estate. I said I don't think so, so he then deducted that amount from my share when distributing the estate to the heirs. The will said the estate was to be distributed equally among the heirs. Was a law broken, or is it more nuanced than yes/no? He truly believed he had the legal authority to do that, but I disagree. Anyway it was resolved without any legal actions but I'm curious what the law says.
Just curious about something that happened long ago and is not an issue anymore except for the lingering resentment. A sibling had power of attorney and was executor of our mom's estate. When she died, he decided that some money she had gifted to me shortly before passing should be given back to the estate. I said I don't think so, so he then deducted that amount from my share when distributing the estate to the heirs. The will said the estate was to be distributed equally among the heirs. Was a law broken, or is it more nuanced than yes/no? He truly believed he had the legal authority to do that, but I disagree. Anyway it was resolved without any legal actions but I'm curious what the law says.