This case involved a contested passing of accounts for an estate and under a Continuing Power of Attorney for Property.
The applicant, a sibling of the respondent, challenged several expenditures made by the respondent as executrix and attorney for their deceased father.
The court found that the respondent failed to rebut the presumption of undue influence regarding a $57,000 gift from the father, disallowed a $5,028.50 payment for a furnace and air conditioner, a $115 payment for a marriage license, and $3,362.64 in unexplained US dollar cash withdrawals.
The court also adjusted caregiving payments to another sibling, allowing $11,200 but requiring repayment of $6,400.
The respondent was ordered to repay a total of $71,906.14 to the estate.