my sibling and I have POA for mom who is in last stage alzheimers. I have recently discovered and uncovered documents that prove mom did not receive any rental income from another property that is now in a trust for at least 5 years, maybe ten, since my father's death. My sibling is not producing any bllls from that property that I requested. They have even charged their car insurance and withdrew money from my mom's reverse mortgage to do so. So far, they have admitted taking $98,000 for the last 3 .5 years of rent because they needed it . (my sibling is disabled on SSI). I am sure more funds have been squirreled away in another bank account in her name. I have POA and have checked mom's bank account and no deposits have been made for the last 3.5 years. I have equal inheritance to my mom's estate, and he has depleted it without my knowledge. I have obtained recent bills from the home she lives in, but I need that rental property bills. My sibling and his wife are covering up alot of inappropriate withdrawals on mom's account and don't know how to investigate this further. Do I see a criminal lawyer for an investigation, can I hire a private investigator to recoup mom's money. I am trying to pay for home health care, and have no money left after september when the reverse mortgage ends. I am torn apart that my sibling woud be so devious and risk mom's welfare and take funds belonging to my mom. My sister is bedridden for the last 3 years and I just want all the money back. Who knows how to do this and what to look for? I suspect she and her husband are shredding bills from that house as we speak. Please advise.
Perhaps once your brother realizes that you are trying to resolve this without getting him in a legal jam, he will be cooperative. Or not. It might help to have the lawyer explain it to him.
He may have seen this as a loan against his inheritence. He is not entitled to see it that way, of course, but perhaps a lawyer could arrange for it to work that way. For example, if he has "borrowed" $100,000, and each of the 3 of you will inherit $150,000, he would only get $50,000 and the extra $100,00 is split between you and your sister. That makes the inheritence equal -- each of you gets $150,000. He just took part of his early.
That still leaves the mess of fraud against the ssi program. I have no suggestions about that. Maybe the lawyer will. Perhaps he is going to have to use what ever he does inherit to pay back that income and penalties. I don't know. But you and your sister are entitled to your share.
See a lawyer!
i m saying that because my brother has also been a real a$#*&^%&!!!!!!
and i thought i knew him, is 7 yrs younger- i used to take care of him a lot....
now, since dad passed and moms in a NH he has become a bully,abusive and just
so sneaky-- idont have any different advice--but i send u millions of huggggggsss
because i know the stress of this can be overwhelming.
and dont forget to take a deep breath every once in a while-
god bless- k
All comments here are so appreciated. It gives me direction. Thanks to all.
just remember to breath -evey once in a while-a good deep breath-
much love and hugssss-k