As a beneficiary to the Maureen K O'Hare Revocable Trust and the Trustees unwilling to communicate with the beneficiaries, we ( 4 of 7 beneficiaries) Petition State of Michigan, Probate Court for the County of Oakland, for Trust Supervision and Supervision over Sale of Real Estate. 2017-377,440-TV .
The petition ask for nothing more than the guidelines set forth by the Trust, with the exception of medical records. We had know idea of how our Mother died and of the care she received in the last months of her life.
The Trustee was not forthcoming with the financials and reluctantly provided the medical records. (see initial response to financials and medical reports). However all medical records and financials statements had to be subpoena.
Worth noting: I had an opportunity to review my mothers financials in May of 2016, at that time the trust had $260,000.00 in total plus the house worth $185,000 at that time. Peggy's email 3-22-2017 states $140,000.00 plus the house. Maureen's email 4-6-2017 states $173.358.41 plus the house.
Lets not forget the monthly social security checks for $1200.00 / mo from June 2016 to February 2017, another $10,000.00
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