祖母は末期の脳腫瘍で、完全に体調を崩す前に家を売却し、母に財産管理委任状を与えました。家の売却代金は祖母名義の口座に振り込まれました。
そのお金は、祖母が私たちと同居していた間のあらゆる費用に使われました。症状が進行して介護施設に入所した際には、家の売却代金がその費用や、医療保険がカバーしなかった薬代にも充てられました。
祖母は1月10日に亡くなり、今になって、残るもう一人の兄弟姉妹が母を訴えてそのお金を取り戻そうとしています。
彼らは祖母が家の売却でいくら受け取ったかを把握しており、計算して亡くなった後にどれだけの額を期待できるかを算出していました。ところが、実際の額がその期待よりもかなり少なかったため、差額を請求するために私たち家族を訴えようとしています。
私の本当の質問は、母が祖母の財政を委任されていた代理人であったことを踏まえ、彼らには何か主張できる根拠があるのか、そして叔父と叔母に対抗するために両親ができる対策は何か、ということです。
弁護士の回答
Ascendance International Consulting (A-I-C)
Power of Attorney and Its Limits: The power of attorney (POA) granted to your mother gave her the legal authority to manage your grandmother’s financial affairs, but it is important to note that the power of attorney should always be used in the best interest of the person who granted it—in this case, your grandmother. As long as your mother used the money for the expenses associated with your grandmother's care, including medical and living expenses, she was likely acting within the scope of her authority.
Documentation and Record-Keeping: It is crucial that your parents have proper documentation to back up the use of the funds. This includes receipts for medical expenses, frail care fees, and any other costs that were paid from the funds. Bank statements showing the deposits and withdrawals from your grandmother’s account, and the payments made for her care. Statements from the frail care facility or medical aid indicating the amounts owed and the payments made. Proper record-keeping can help demonstrate that the funds were used appropriately for your grandmother’s care and well-being.
What the Other Family Members Can Do: Your aunt and uncle may seek legal action if they believe that funds were misappropriated or used for purposes other than your grandmother's care. However, they would need to prove that your mother misused the money, which could be difficult if the funds were clearly allocated for legitimate expenses like medical care and frail care.
What Your Parents Can Do to Strengthen Their Case: Gather all evidence: Ensure that your mother has clear records and receipts to prove that the funds were used correctly. This includes not only medical bills and frail care fees but also any other expenses related to your grandmother’s final months. Consult a lawyer: Your family should consider consulting a local attorney who specializes in estates and power of attorney matters. A lawyer can review the situation, provide legal advice, and help ensure that your mother’s actions were in line with her legal responsibilities. Communicate openly: It may also be helpful for your parents to have a frank discussion with your uncle and aunt, if possible, to explain how the funds were used. If they can show that your mother acted in good faith, this could resolve misunderstandings and potentially avoid legal action.
Probate and Estate Issues: When your grandmother passed away, her estate may be subject to probate. Any claims from your aunt and uncle will likely be addressed during this process, where the will (if one exists) and any debts or claims on the estate are settled. If there is no will, the estate will be divided according to South African intestate succession laws. If your mother’s actions were in line with her duties under the power of attorney, it would be difficult for your aunt and uncle to successfully sue her for the remaining balance.
In summary, as long as your mother used the money for legitimate expenses directly related to your grandmother’s care, and there is documentation to prove this, it is unlikely that your aunt and uncle have a strong legal claim. However, having a lawyer review the situation and help your parents prepare the proper documentation would provide additional protection and clarity.
Sincerely, Ascendance International Consulting
無料 • 匿名 • 専門弁護士
個別の法的サポートが必要ですか?
お近くの経験豊富な弁護士に相談して、お客様の状況に応じたアドバイスを受けましょう。
依頼義務なし。100%無料サービス。