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NSW Power of Attorney - Access to Financial Records After Parent's Death?

Discussion in 'Wills and Estate Planning Law Forum' started by Ozi, 19 June 2015.

  1. Ozi

    Ozi Member

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    I was Power of Attorney and enduring Guardian to my mother before her death. She had dementia and was in care for a number of years.

    The Public Trustee are her Executors, not me. A sibling has demanded copies of my mother's financial records for the last 12 months. This request was denied while my mother was alive under privacy & that the sibling wasn't a financial dependant.

    Does this still stand now?

    What is the legal position of handing over financial records after the death & POA is no longer active?

    Thanks :)
     
  2. Ozi

    Ozi Member

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    Anyone?
    138 views & no reply.
    Am quite concerned ...
     
  3. Rod

    Rod Well-Known Member

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    A sibling is entitled to an accounting of the estate if they are a beneficiary. They should go through the public trustee as executors.
     
    Ozi likes this.
  4. Ozi

    Ozi Member

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    Hi Rod.
    I understand about the accounting of the Estate.
    Absolutely there should be transparency.
    What I am concerned about is the demand for financial records from the 12 months before our mother died.
    Sibling had the opportunity to contact the Guardianship Tribunal but chose not to.
     
  5. RobertSS

    RobertSS Member

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    Ozi, if you have found out any info on this question since you posted your query, can you let me know? I also have the same question and can get no information on it anywhere.

    Cheers
     

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