My husband is POA for his mother who is severe Alzheimers. Arrived to my mother in laws home last weekend to find his sister and boyfriend stole all of her china, streling silver flatware collection and sterling silver serving pieces. This happened in central PA. Value is over 15 thousand.
SHE HAS COMMITTED THEFT!
I hope that Mom's assets are sufficient for her care the rest of her life even without the sterling. But you know how extensive the care needs for someone with dementia can be, and how expensive it will be to provide care if she lives a long time. As POA it is your husband's responsibility to act in Mom's best interest and do everything he can to preserve her assets for her needs.
I think he should notify his sister of his obligation as POA, tell her he will have no choice but to report this as theft, but he'd prefer to avoid that and will give her two days to return the items so he isn't obligated to report it.
I'd try very hard to be matter-of-fact about this business obligation and keep it out of the name-calling emotional arena. "Sis, I understand you might feel entitled to Mom's china and silver. I hope that is how it turns out when the will is read. But it is my legal obligation, blah, blah, blah." POAs are NOT entitled to save assets for inheritance by themselves or others. Their duty is to ensure that the principal's current and future needs are met. If that means something that was "promised" to a potential heir has to be sold, so be it.
If Sis didn't want her Mom's GI bleed treated she probably will try to fight giving up the china and silver, too. But your husband's legal obligation is clear. He needs to report this theft to the police. It would be a generous gesture on his part to give his sister the opportunity to return the assets. But if he doesn't get them back he cannot just shrug this off.
It just occurs to me that, if my mother were living alone and had people coming in to help her, possibly unsupervised and possibly not always the people who were rostered to do it, I'm not sure how happy I'd be to leave valuable items sitting around the house either. Before you call the police, check that these things haven't simply been moved to a place of safety. Or that's what I'd do, anyway.
$15,000 is an awful lot of china and silverware: it's not like the sister can have been hoping your husband wouldn't notice.
My grandma recently told me that some of her crystal glasses have gone missing. There is only one person who could have taken them, my mother, but I'm not touching that with a ten-foot pole.
What is a medicaid penalty? I am unfamiliar with that!
After reading what all she did however, she was aware that she was stealing these belongings from her mother. Any person who takes things and rearranges the china cabinet to make it look like nothing had been taken, KNOWS THEY ARE STEALING....If it was me doing it, I would know I was doing this to make it look like nothing was gone and I would know it was going to be missed and that what I was doing was wrong!
When your husband agreed to be his mother's POA he made a legal agreement between them to act on her behalf and handle her estate and finances as she would want them and to the best of his ability. HE ISN'T LIVING UP TO HIS END OF THE BARGAIN. He is allowing his mother to be robbed and he is letting it happen. That is a shame. I can understand if there are only two children, why she chose him over the thief, but he is actually allowing/assisting with the pilfering of her estate and I believe he could be held responsible.
I am POA for my mother and I would NEVER sit still for something like this. I know it is hard but maybe he should think about giving POA to an attorney if he isn't strong enough to handle it. At least he would not be held responsible or liable.
If she attempts to sell it all or some as silver.Contact the local Pawn Shops in her area and out of area.Only dumbies take stolen goods to their local Pawn shops.If she's smart about it she would go out of town to sell or Pawn it all.Call the Police and ask them to check for her name at the local Pawn shops?If her name is found she's the feller.
Now,if she's the type that will hide the stuff for later days.If she's smart?She wouldn't take it home.Get names of her closest friends or check other families homes for the items.A item will bound to show up sooner or later.Takes time and only time will tell.
If she is the type that will save/store the stolen items for later days?
If she's smart about it.She wouldn't take it home.She would either have a friend or another family member store it for her.Or get a storage unit.
Contact her local storage units in her area to look for her name on a storage unit.
If she's smart she would buy a storage unit out of town.I think for that amount of value stolen?It's more then one family member doing that job.$15,000 is alot of value for just one person and a big job for only one person to do on their own.Sounds like a inside family job to me.If those items was family items she stoled?She's not on her own.She has help for sure.Without proof be lucky nothing else is stolen.Are you sure your pointing the finger at the right feller?$15,000 in silver shouldn't of been just seating around the house for anyone to take.I'm sure for that value there's insurance on it all.If you have no solid proof to stand on?Or not for sure 100% who took the stuff?Don't be pointing fingers.Take the insurance money and be happy nothing else was stolen.
Who's he to do that?If he don't have proof his sister stoled the stuff?He can't point a finger at his sister.If he attempts to rip his sister off in the Will at the end?He has another thing coming.She can take him to court.Executor can't change a Will.Only the Mother can do that.If his Mother in incompatent the Will can't be changed.And executor doesn't mean his the boss of the Will.And POA is void after death.So that mean's the Attorney in fact is no longer.Let me get this straight,
He plans to cut the sister out of the Will or cut some funds back from her at the end?He refuses to report this to the police?Well,cant do a insurance claim without a police report.He has no proof the sister stoled a thing if he isn't willing to call and report this.Something doesn't sound correct here to me about this all.
If he has no proof and is not willing to report this to the police to do a insurance claim of $15,000?Maybe the sister isn't the feller?He can't cut her from the Will without proof.Medcaid and medicare goes back 5 yrs.He will be the feller to come up with the $15,000 that was stolen in the Will not the sister.
Show's whos the feller of this.refusing to report this humm..........