My father died recently after suffering for some years with dementia. My sister had an EPA which was registered with the Office of Public Guardian in July 2017 although the EPA has been in place since April 2007. I believe that the EPA was only registered to enable my Dad's house to be sold. I discovered after his death that my 2 siblings over the last 5 years have:
1. Granted loans totalling over £50k to each other
2. Granted gifts to family members over and above customary gifts. These total £12k.
3. Allowed my brother to live in Dad's house rent-free, with full board and vehicle running costs for over 4 years.
4. Paid my brother over £35k apparently to care for Dad whilst he was living at home prior to him entering full time residential care. The £35k "wages" also includes payments for refurbishing Dad's house prior to sale.
5. Used Dad's bank account and credit card for the siblings personal expenditure (petrol, holidays, food and entertainment). This totals £10k.
6. Removed Dad's personal possessions etc for their own use
7. Used part of the house sale proceeds for themselves.
My sister has had third party mandate with the bank since around 2007.
I only discovered these issues when I asked for a copy of the probate application and IHT 205 form from the solicitor as I was entitled to this information being one of the executors appointed in my Dad's Will. Although I was in contact with my sister I was not told about any of the financial dealings and when I visited Dad my sister was very guarded about any dealings and would not allow me to be alone with Dad to discuss any issues.
Both my brother and sister have admitted that they had financial problems from time to time.
The administration of Dad's estate is now in the hands of his solicitor and I am seeking an adjustment to the estate distribution to ensure that all the unauthorised financial transactions are reflected in the legacies to us three as residual beneficiaries. Not including the amounts above, Dad's estate is about £400k.
Any advice or guidance would be much appreciated
1. Granted loans totalling over £50k to each other
2. Granted gifts to family members over and above customary gifts. These total £12k.
3. Allowed my brother to live in Dad's house rent-free, with full board and vehicle running costs for over 4 years.
4. Paid my brother over £35k apparently to care for Dad whilst he was living at home prior to him entering full time residential care. The £35k "wages" also includes payments for refurbishing Dad's house prior to sale.
5. Used Dad's bank account and credit card for the siblings personal expenditure (petrol, holidays, food and entertainment). This totals £10k.
6. Removed Dad's personal possessions etc for their own use
7. Used part of the house sale proceeds for themselves.
My sister has had third party mandate with the bank since around 2007.
I only discovered these issues when I asked for a copy of the probate application and IHT 205 form from the solicitor as I was entitled to this information being one of the executors appointed in my Dad's Will. Although I was in contact with my sister I was not told about any of the financial dealings and when I visited Dad my sister was very guarded about any dealings and would not allow me to be alone with Dad to discuss any issues.
Both my brother and sister have admitted that they had financial problems from time to time.
The administration of Dad's estate is now in the hands of his solicitor and I am seeking an adjustment to the estate distribution to ensure that all the unauthorised financial transactions are reflected in the legacies to us three as residual beneficiaries. Not including the amounts above, Dad's estate is about £400k.
Any advice or guidance would be much appreciated