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?
It takes a lot of time to take care of someone’s estate wishes. Dealing with banks take time. I have been to the same bank 4 times in the past 2 weeks to gain access to my late brother’s checking account which I closed a week after he died. And, seriously, in this Bank one gets a different answer to the same question from different departments. And I am still waiting; I was there for 1.5 hrs yesterday. Ridiculous. It’s not a lot of money but unless they put it in an interest bearing account while they make me play the waiting game they need to comply with the law.
So YES your husband deserves and should take what is entitled to him as Executor. The sisters will have to deal with it.
Boy, money changes everything!
I was able to find a new(er) car for me this weekend - a nicer one than we would have gotten without that extra money!
Thanks again for your support :)
Had to lookup ours - only 2 of us are listed as co-executors, however I do believe that Executor fees are taxable, while inheritance is not, so I may opt not to take it! Depends I suppose on what percent and how much is left, plus how much my "co" does to execute (based on what he does currently, during the transition to MC, and prep/sale of condo, not a whole lot, while I have been squandering my retirement!!) If it is enough and he does nada, then perhaps I will take it. On the other hand, at the rate she is going, she'll likely outlive us all (and the trust)!!!
Fast forward 40 or so years... my husband's father lived with us for 14 months before he went into the hospital then hospice and passed away. Before that for several years my husband had been going over to his Dad's house multiple times a week to help him. He was also the one who got him to go to the ER when he got into trouble with congestive heart failure - not an easy task. And he was the boots on the ground person taking care of his Dad's dogs when he was hospitalized. His sister, who lives 5 hrs away, was trustee during their Dad's life and executor after he died. I'm sure that it was not a trivial responsibility, but she made it very clear that she thought she was doing the lions share of the work.
I could go on. When there's money to be had, or work to do, people show their true colors.
IF you present it this way and leave out any work/care done prior to her death, the argument falls to state law. IF they maintain you got paid for care/work done, provide proof that you did NOT get paid AND point to the law again, which provides for executor fees. Also, even if you were paid, it isn't relevant to the fee discussion. If they plan to contest it, you have any state law behind you and they will lose MORE by doing this. EX: IF estate is 100k, 3 people get about 33+k. IF exec fee is 5% , each gets about 31+k (with exec getting 5k fee.) 200k? Fee=10k, w/out fee 66.666k each, with fee 63.333k each. Looking at it another way: 5k/10k fee when split 3 ways means each "loses" 1,666/3,333. It would cost much more to dispute it!
Our mom is still alive. Who did/does the most work, before we moved her to MC, after the move, prepping the condo (over a year and a half, 1.5 hours each way, clear out, clean up and arrange repairs) for sale? Me. One brother told me I should pay myself. I said no. Attorney said even though the trust didn't specify I could get paid, neither did it say I could not. I did take the $2k held back before closing for one issue, with somewhat reluctant agreement from the other brother who was at closing. More recently I occasionally use her debit card to pay for my gas, but not often. The prep/selling/resultant issues after-the-fact for selling a life estate was very time-consuming, costly and aggravating, but again I took nothing for that. Who does the most running around for her non-hands-on care now? Me. Who manages all the finances, taxes, medical/dental issues, etc? Me. Do I get compensated? No (excluding the occasional payment for gas, which doesn't cover any of the time I spend doing all this!)
That said, you need to separate out the before and after death expenses when dealing with family/estate. Most, if not all, states have an executor fee law and in any case, unless the executor really doesn't want/need it, it should be used. THIS can be looked up and provided to those disputing it. This would "cover" the running around/time dealing with after death issues (leave your effort out of the discussion too.)
Generic explanation:
https://www.alllaw.com/articles/nolo/wills-trusts/payment-serving-executor.html
You would have to check your own state laws, but the above can help explain it to them.
My mother's cousin named her sister as executor. One lived in the NE, the other in FL. Both were upper 80s and sister was not well and caring for hubby with dementia. Once they sold the home, sister had issues with attorney, but wasn't local to deal with him. She asked my mother and I for help, but I told her we couldn't do much without being named POA. She passed a year and a day later, leaving everything up in the air. I did manage to make contact (rare!) with the attorney, and after pulling teeth found that I was the back up. It still took TWO years to complete everything (not a huge estate, BUT sister didn't trust attorney and took most of the money! It was a mess.) I changed attorneys and spent a lot of time and effort tracking everything down. MY attorney told me to take X amount as a fee, which I did. Had I not been able to track down assets, I could not have honored the stipulations in the will. Thankfully one CD matured AFTER the funds were withdrawn from the estate account (sister had indicated to roll the result into the regular account, so she missed it!!!)
Focus on the law and what it provides for guidance on executor fee.
As you explained, it’s not just the division of the possessions of the deceased it’s everything else you took care of for those parent(s) during their last years. That in itself can be all consuming of a caregiver like yourselves because you make many, many sacrifices which the uninvolved don’t consider or care to take into account.
Personally, I think that when there isn’t much money in the estate with which to pay you the siblings and their spouses should pay you themselves. However, I realize that this way of thinking is probably unrealistic because in life there are those who give and those who use/take. A user/taker is not going to be willing to give to a giver. It’s very sad.
I wish you the best. As for my situation, I did care for my parents for over seven (7) years and was greatly taken advantage of by three (3) of my siblings and their spouses after the death of the second parent. I didn’t get paid for anything because they sued me for reasons “without merit” but to change what our parents’ wishes were through their Wills. They won in a mediation and “screwed” my twin sister and me who were the Co Trustees for over twenty (20) years. I was told by my attorney that this happens all the time. What a shame and what some people won’t do for money. I wish you the best.
I intend, as a guardian to charge a fee for some reimbursement of my time since we (sibs and I) were appointed guardians. My siblings do not want to take any payment.
Different people see it differently, but you know what you and your husband have done, what it has cost you, and for how long. I think that , from your description, you are more than owed the repayment for time, labor, etc. Your siblings owe you thanks for preserving their inheritance, not criticism. You will have to guage the cost/benefit of taking the payment and dealing with any repercussions from them, of course. But in mt opinion, you spared them a lot of stress and did them a service. Take what is owed you!
1. Often times taking care of a LO means spouses, family members, friends, your job and YOU do not get the attention they so sorely need.
2. Home, hobbies, and health also suffer as these are put on the back burner, "until you have time" to do them.
3. Cost is accrued in the smallest of items and can lead to resentment. Cost can be material (hygiene products, extra laundry, etc.) and emotional (see #1).
In the end if you feel something is owed you, by all means do compensate yourself because I can tell you from experience if you do not there is a possibility if you do not compensate yourself it could become a full-blown case of resentment later. I wish you the best of luck with your siblings.
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.
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
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!!
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.
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!
Grace + peace,
Bpb
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.
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.
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