magic

Chapter 13 - THE FIRST FINANCIAL COUNTERATTACKCharles accused me of mishandling Andrew’s estate.

Through counsel.

Not at dinner.

Not through family gossip.

A formal petition requesting an accounting and questioning whether my refusal to extend the note breached fiduciary duties.

He had every right to challenge me.

That was uncomfortable.

My records were reviewed.

Estate payments.

Appraisals.

Consulting-company wind-down.

Insurance.

Nina’s protected account.

My reimbursement requests.

Everything.

Dana said:

“If you did this properly, inspection helps you.”

“I was grieving.”

“That is not an accounting category.”

She was right.

We found two mistakes.

A $1,240 property-insurance premium paid from the wrong estate account.

Corrected.

A $780 travel reimbursement I had claimed twice accidentally during Andrew’s funeral period.

I repaid it immediately.

Charles’s attorney highlighted them.

Fair.

May you like

Then the review reached his $26,380 in post-death card charges.

His challenge had opened his own drawer.

Related Stories

Other posts