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This whole story is a mess and to hard to really explain, in summary though my wife's father gave POA when he was coming down with dementia to his friend whom which he had an affair with as well, without anyone letting my wife and her brother know that she was taking POA. Basically we believe she told him that the papers he was signing meant they would take care of him, and she told us she never wanted POA but like I said she still took it without letting anyone know.


My wife simply wanted to care for her father and that right was taken away, it was pretty brutal to see and watch.


That all side, the woman would not relinquish any info at all. Not a single iota of what money he had , she sold his house, she told us his life insurance lapsed etc...


Now on the will however my wife is listed as executor of the estate. What rights does she have legally if the woman who was power refuses to give up any information so that my wife can even look over the estate?


She just says theres nothing left, but how can someone who is executor of the estate handle anything or even confirm if the former POA wont oblige at all, does that person have any legal obligation to give the info over, records etc...or can a POA just say sorry theres nothing left and the executor be left with nothing to sort out ?


Would love some info if someone could, thanks so much

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Her POA died with the person who conferred it. Your wife is in charge of the estate now after she goes to court and is appointed letters testamentary to do her duties. This gives your wife access to information. She will require the help of an elder law attorney to ferret out what is what given that the POA is uncooperative. The POA has access to information about accounts and etc. and she may need a "Lawyer letter" to give these over to the executor. In any case, you are going to need some legal help now; sorry about the expense of this, but it will come out of the estate if there is any estate left. Given that the POA may have been up to no good (a guess because of the uncooperative attitude) there may be nothing left she didn't manage to embezzle, but time to find out. Good luck.
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You may need a lawyer to help u close Probate. I would have a lawyer write a letter saying that she needs to prove where the money went while she handled the finances. Giving her a date. And not sure if you can do this without following thru, but hint that if she is not forth coming, measures will be taken.
Have u gone to probate? If so you received a short certificate. This gives you authority to obtain all his financial records. The bank should be able to print out all accts in your father's name, CDs, IRAs ect. Once u have acct #s you can look up his statements and see where the money went or didn't get deposited.
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Yes...at death the POA ceases to exist. The executor must settle everything and take the will through probate. That means that all financial records need to be turned over to whoever was assigned the "final" job.

that could mean that expenditures made by the POA need to be documented. (Should have been all along). Filling in all the blanks is a huge job if it wasn't documented contemporaneously. But, still has to get done

since the POA in your case is trying to just walk away....executor needs to contact the banks and get all records...contact social security and get all pay outs and where deposits were made, contact any pension fund, etc and get those records......and needs to get a lawyer to force the POA to turn over all records...and if there are none...threaten to bring fraud charges unless former POA cooperates to the maximum.
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