We cared for my MIL for two years in our home as well as helping her and my FIL for the previous 10 years. That included medical appointments, hair appointments, funerals, grocery shopping, yard work, etc. My SIL did what she could which was about 20 % of their needs. My BIL did practically nothing.
My MIL helped buy the house she lived in with us. She paid for the materials to finish the basement (her apartment) and my husband gave his labor for free. This is his career but he didn't collect a paycheck for two months while he was finishing the basement for her. In the end, it cost her less to live with us than to live independently or in AL.
They have both passed away and my husband was the executor for them. While the financial side of their estate was simple, it took many, many hours to deal with the possessions. Again, the siblings did almost nothing compared to the hours that my husband and (mainly) I put in to dealing with the stuff.
My husband was/is hesitant to take his executor's fee. He had a meeting with his siblings and they didn't know that he is legally entitled to a percentage of the estate. He fought for some of the fee (about 60% of what he legally could collect).
The siblings are not happy...SIL thinks "This isn't the way family treats family." As the one who provided most of their care, who couldn't work full time and contribute to my retirement and who spent way more than the executor's fee putting gas in the car to haul them around, I think it is more than fair for us to receive that money.
My MIL would have had almost nothing left if she had been in AL for the two years that she lived with us. Our time/effort/money are what is allowing my husband's siblings to inherit at all.
What are your thoughts on us taking a percentage of the executor's fee?
The abstract construct of money turns all the nice “Dr. Jekylls” into seething “Mr. Hydes.”
Respect the law—-
The probate laws provide for the executor—by statute. All those legislators created these laws for a reason. These laws were not created yesterday, but hundreds of years ago, when your very state was founded.
These state laws are rooted in legal history. (They actually go back to ancient Greco-Roman law).
Respect the wishes of the Deceased— as executor that is your duty.
This percentage allowance is not just set by the laws of your state, it was also set by the person who chose the executor for the job and knew the executor would get that extra percentage. Lawyers always make this very clear when preparing a will.
If the Will specified to give you the diamond engagement ring, this is just as clear.
The person creating the will (who chose the executor, but did not agree with the statutory percentage) could choose, for example, to “balance” by giving extra money or the engagement ring to the other person.
No one decent would ever complain about this.
The real question is .....
If you give them your money, are they going to like you more?
That is for you to decide.
Next... they will complain about the hutch, the family photos, the golf clubs. They probably already are.
It is hard to lose one person and find you really “lost” another too (when you see their greed, jealously, selfishness...). You are not alone.
And tell the sister in law that I am 76 and have been around a lot, and in my humble opinion this is just EXACTLY what happens to families at the end of life of their elder. They fight like starving dogs for every scrap left. So sorry, after all you have done, that there is no recognition of what you have done. It is as sad as it is par for the course.
It sounds like your husband’s sister was stingy with her time and efforts when it was needed and now she wants to be stingy with giving thanks. She can kick rocks!!!
Keep track of the time spent on the estate for both hubby/you & at minimum wage how close do you get to the fees? - if it is higher then ask SIL which way she'd like you to charge for your time & effort because the time for free labour is over
This is a very personal decision and a hard one. We don't do this as a job to earn money, most do this out of love for their family. My mother started out fairly independent, then things changed quickly after she broke her hip. Before long, she was bidden ridden and I was changing diapers. Her dementia increased rapidly and she didn't know me anymore. It's a very hard, emotional roll coaster to be a part of. And then to add in the expense of physically care for them and the cost is overwhelming.
At $167 per day, our rate per day for a medical care (nursing home) to keep her a few days after the allowed 5 day Respite Care is expensive. Having a private care giver so you can work during the day is as expensive, if not more expensive, than paying for childcare. Luckily, I didn't work. With Aetna's Medicare program, after day 20 of rehab for the broken hip, they wanted us to pay for days 32-100 out of pocket, then Aetna would cover the rest. That would have cost us $12,000 for those 80 days! I found a care center for day stay where I could drop her off from 9am - 4pm per day for $125 per day. I used it once a month for a meeting I had to attend. The point is, unless someone from the family volunteers their time, it can get outrageously expensive.
My sister took her for the weekend a dozen times when we had other things we had to do. My father in law was going through home hospice too out of state and we visited to support his mom a few times. My brother did nothing. He could not bare to see her in this condition, so he stayed away.
I took this on out of love for my mom. She even wrote in her will that no one was to be paid for handling her estate. She had been a widow for over 40 years and there wasn't much left except the home. It need extensive repairs which my sister and I fronted the funds to do. This allowed our disabled brother to receive a little bigger inheritance after expenses.
And guess who was the executrix? My sister had lost her husband a few years before and our mom didn't have the heart to place the burden of her estate on my sister. I handled everything and more. I moved my brother, which is a whole other issue, into an apartment so I could empty the home. Hired the contractor and ran around buying materials to help cut the cost down. If the contractor bought the materials, then he would charge for that too. Took several months to complete. There were more problems with the home than we knew about. My only wish was that I wish my mom could have enjoyed her home some after everything was completed and ready to sale. After that, I placed the home up for sale. I was the realtor and yes, I took my commission for doing the work of selling the home. It took 5 months to sell. her home was placed on the market in Fall, which was a slow season for home sales. But that's how long it took to remodel and update the home. Hurricane Harvey happened the previous summer and all the contractors were booked still repairing homes.
My mom had dealt with her parents deaths and my father's. so she knew what she did and didn't want to happen and placed it in her will. She inventories her entire home. Anything gifts were returned to the giver. The rest was divided between the siblings. What wasn't wanted by us was offered to the grandchildren and they got some nicer items from their parents portion. The rest was donated. The paperwork is never ending, filing claims and distributing shares. The estate is settled, but there's still paperwork and a few small things to take care of. You have to check everything as there may be something you were unaware of. Most is trash, but there were a few surprises, so check pockets, books and containers.
Your MIL's estate in terms of dollars, cents and the value of her possessions was no one's business but the executor's. No one is entitled to an inheritance. It is a gift and token of affection. That your husband's siblings have made it all about the money is, in my opinion, very bad manners and disrespectful to the memory of your MIL.
"While the financial side of their estate was simple, it took many, many hours to deal with the possessions."....there is no difference between the financial side and possessions. Everything was part of her estate, and it took your husband's time to deal with the estate.
That he had to fight to get 60% of what he was entitled to suggests that his siblings weren't really concerned with "family". He should have taken the 100% to which he was entitled. If the only way to preserve a relationship revolves around money perhaps it's not a relationship worth preserving.
Grace + peace,
Bpb
My attorney told me that SHOULD I NOT INCLUDE ALL OF THIS IN MY ANNUAL REPORTS TO THE COURT, I WILL NOT BE PAID. I MUST HAVE ALL EXPENSES/BILLED TIME APPROVED BY COURT/AUDIT!! I did not want my siblings to know what I have/will be spending out of pocket as I was wanting to surprise them afterward when Estate is settled.
Per attorney, I will be giving up ALL OF MY RIGHTS FOR PAYMENT(S) OF EVERYTHING IF I DO NOT REPORT ALL OF THIS TO THE COURT EVERY YEAR.
Ok, that's not an issue, I can do that.
By having to do so, my "secret" will no longer be "secret". I MUST send an accounting to NOT ONLY my siblings, BUT TO MY 4 UGLY STEP-SIBLINGS!! WHY THE STEP-SIBLINGS? My step-father also has Alzheimer's, living in same assisted living BUT by law I am required to inform him. Since he has Alzheimer's, then I'm required to inform his adult children!!
What till my siblings find out that I am named Executress in the Will and yes, I'll be entitled to fees to settle the Estate with the Court.
I travel once a month to make sure Mom's property is being maintained, repairs done, meet with contractors, connect with medical staff, assisted living personnel, visit with Mom/step-father/Lady, their dog for at least 2-3 hrs. I make this 14 hr to/from trip by car (airlines do not fly from where we live directly to my hometown w/o at least 3 layovers, rental/hotel would cost more than driving)every month. I HAVE TO BEG MY 2 SIBLINGS WHO STILL LIVE BACK HOME TO VISIT MOM, MY OTHER SIBLING LIVES OUT OF STATE TOO, BUT WORKS FOR AN AIRLINE SO THERE'S NO PROBLEM GETTING ON A PLANE!
My attorney told me to take the money and place in a savings account for unexpected issues with Mom since I don't feel right about being paid for services rendered. I'd do all of this for nothing, she is our Mom.
The way my attorney put it, IF YOU DON'T DO IT AND COURT HAD TO APPOINT A PROFESSIONAL TO DO THE SAME JOB.....GUESS WHAT, YOU'D BE PAYING AND DRAINING YOUR MOTHER'S INVESTMENTS AND MORE!
The family, even my step-siblings are looking out for themselves. You're taking our inheritance. NO ONE IS ENTITLED TO AN INHERITANCE, YOUR HUSBAND IS ENTITLED TO SERVICES RENDERED.
You/he NEED to talk with a very good Family Law attorney. Your husband may have given up everything he was kind/loving enough to do thus far.
THIS MATTER DEPENDS ON YOUR STATE LAWS. Husband may have had to be certified by the State too, so he may have "given up" all rights and family wins!
Twisted sissy 2, is executor. I moved in October, gave her the new address soon after. She thanked me for the new address. She is now in process of trying to close the estate. Retained an attorney to "button it up properly". A packet with the closing documents was sent last week, should have arrived Thursday or Friday, nope. Thought maybe Saturday, nope. Emailed ts2 let her know I have not received it. Received a response acknowledging the address that it was sent to.
Lo and behold, it was sent to previous address. Yet she did send a check about a month ago to the correct address. That is not competent.
Venting, now I shall read my book.
I would like to defend my SIL. Yes, she made the "I don't think that's the way family takes care of family" comment while discussing the fee. She is 15 years older than my husband and me and has had some health issues that interfered at times with helping more while her mom lived with us. She was also helping to care for her MIL (in a MC facility) who passed away six months before her mom. Her husband has some serious liver problems and they took a 2 month camping trip while they still can. While my husband and I were happy to care for their mom while they were gone, I don't know that they would have taken the trip if she hadn't been with us.
All that being said, she did very little to deal with her mom's possessions which took many, many more hours to deal with than the financial side. My husband was on my MIL's accounts before her death and she had a will (which we paid for) that streamlined the financial side of her estate.
Ironic that people have criticized my SIL for her comment but no one has pointed out that BIL (my husband's brother) did nothing.
He's such a jerk that he told us, in front of his mother, "She lives with you. She's your responsibility." This was while he was telling us how to care for her after being alone with her for six hours.
We moved the week after she was hospitalized for the last time. My MIL, who couldn't walk more than 10 feet without having to rest, asked her son to help her pack (which he hadn't done in the previous three moves). His answer..."I'm 54 years old and my packing and moving days are over. You need to find someone else to help you with that." But, that day, he did take the antique sewing machine and table that he wanted.
We didn't even bother asking for his help dealing with her estate.
I would have had a really hard time with that #$%@ getting more for doing nothing.
I appreciate the chance to vent in a safe space!!
if they say something simply look at them and say where were you when we did x y and z
then walk away and don’t look back
do no get into a discussion with them if need be practice what you will say
di not get any quilt over this you did more than your share
it is too bad your mil didn’t leave you more than the others
shame on them
my mil lived near my husband and me
he did nothing to take care of her his siblings lived out of state and never came to visit
The day she was dying I sat with her my husband refused to go saying he had to go to the gym
I had to clean out her apartment no help from anyone
I was the one to make her funeral arrangements
when she died they all split money she left no one even said thanks for all I did
the only thing I did was tell them not to come to the funeral
they weren’t there when I needed help I sure didn’t want them weeping over casket
I sure hope you outlive your husband...if he couldn't be there for his mom, it's doubtful he will change his ways to be there for you.
I'm sorry - you deserve better than that.