I am interested in an accounting of my mother's financials. My sister is her power of attorney. How do I request this without upsetting her and putting her on the defensive. I just want to ensure that she has fulfilled her obligation without any misconduct.
I have been POA for my father since Dec 2013. I sent statements to my dad & my brother every month showing exactly where the money went. Dad is forgetful & brother doesn't care. Of course my father doesn't have any money. So maybe my case is different.
Have you offered to help your sister Or mother?
Biscotti, do you believe your sister to be among those people who believe that they are somehow entitled, using their POA, to help themselves to the money of the person who gave them POA? Have you discussed with her the general principles governing correct use of powers of attorney?
If not, perhaps another approach might be to download some formal guidelines - Google "code of practice for people with POA" in your state, or that kind of topic - print them off, and then take them along and read them with her.
But to repeat, how you approach this must depend on how you got on with her before. If you've generally been on good terms, continue to be basically supportive of her and then, if she does turn out to have got things badly wrong, at least you'll be able to work on putting them right before it all ends in tears.
But if your relationship has always been uneasy and mistrustful, you'd better seek legal advice and see what the professional options are. It's almost impossible to have a constructive discussion with someone you have no faith in.
I cannot understand your reluctance to put your sister "on the defensive" since you seen to have no qualms about doing so with the posters on this site. Perhaps you are so skilled at using this tactic that you are unaware that you are actually doing so. Perhaps my perception of your arrogance is misplaced--or perhaps it is the reason you are not your mother's POA.
When you posted the second time there were two responses, both within the same hour of your original post. I do not know anything about Labs4me but I do know that many people who look to this site for help, including me, have been grateful for the support offered by Churchmouse. Both posters asked you questions to clarify the reason for your concern. Poignant? I am not sure how that word fits in with the responses.
I could say more but I do not want to go to a position where it might be perceived as me making a judgement about you but, let's face it, when on the internet, without benefit of using body language and tone of voice, perception is all that we have to work with.
Let me ask you two questions based on the words you have given us to work with. To whom do you think your sister should be held accountable? Do you mistrust your sister based on her taking "numerous international trips" and having a "dead beat" boyfriend or does your mistrust of her have deeper roots?
Having taken some of my "me" time to respond, I am off to have a shower now--a short one.
This unjustified comment toward those who took time to try to help you provides insight into your attitude. Perhaps that's why your mother didn't request that you act in her behalf.
And FYI, a POA is between the grantor of the rights and the proxy. It's not public information or for relatives.
If you have legitimate cause for concern, beyond just "not trusting her", act on that and apply for guardianship. Or contact the police for investigation under your state's elder law abuse statutes. But you need more than supposition.
Your sister may actually have funds for the expenditures you question. Do you know for certain how much she makes per year, what her other expenses are?
But she is under no obligation to disclose your mother's finances to you. If she is fraudulently using Mother's money, she is not likely to agree to show that to you, is she? So I'm not sure what good asking will do, no matter how you go about it.
If you have any evidence (and not just suspicions) you could ask APS to investigate.
Your mother chose your sister to look after her finances. Why do you suppose that was?
That's assuming that, all things being equal, you and your sister are on good terms. Do you have any reason to be concerned that she might have fouled the job up?