Like I said in the title guardian wants to split possessions.
Here is the whole story.
Through a very contentious guardianship proceeding, it was agreed that an independent guardian would be appointed to care for my mom.
Since then, mom has been moved to a memory care facility. I know the plan is to sell the house. I was told months ago that her possession would be sold, but the children would have first opportunity to buy items.
Now, I have learned that the guardian wants to mark (or sticker) all items in house. One color for me, one for my sibling, and one that we don't care about. If we cannot agree to an item it will be marked for storage. Storage that my mother will have to pay for!
I do not believe this is in the best interest of my mother. Why would her things be given to us when they can be sold for her care? And if we cannot agree on the item - why should my mother pay for storage and this settled at her death?
Would a judge approve that my mother pay for storage of items that she will never use again?
By the way - my mom does not know where she is or who anyone is anymore. She has no mental capabilities anymore.
Should I challenge the guardian and say that these items should be sold or at least be paid for by myself and sibling?
They have legal guidelines, do you know exactly what those are? I would get the paperwork pronto and get this resolved before it is to late.
I do think that you are allowed to take personal items from the estate, these are typically non asset, unless they are very valuable and specifically addressed in the will or trust. What would your mom want is the question of the hour.
Get yourself educated about what this guardian should be doing, is allowed to do and how they report to the courts. Knowledge is power in these situations.
I think they are given some leeway. I think in the interests of there starting to be some peace here I would go along with this as long as the things you and sib will split up are not of any great value.
The constant going over every little thing becomes sort of habitual. Time to pull together and assist this guardian in doing all she can to make things better for Mom, and to share with Sis the pain of where Mom is at now. Sometime we would rather "go to war" than face "grief".
"Sell everything and put the cash into your mother's account" has the virtue of being simple. But it is part of the guardian's ethical responsibility to *continue* the course that your mother has preferred unless there is a good reason not to. So, say she was Melinda Gates's richer sister, and had always donated generously to animal welfare: those donations should be continued, in spite of your mother's no longer being able to express any interest in the matter, unless it becomes or might become a problem.
Here: if your mother can afford the storage without noticing the cost, and if this is a temporary solution to family disagreement that will allow your mother's estate eventually to be distributed as your mother at some point indicated, then that would justify the guardian's approach.
Normally this sort of thing wouldn't be consulted until the right time, but do you happen to know if your mother attached an inventory to her will?
Doing what she can to smooth down family conflict is also within the guardian's role. Where the children's interest conflicts with the ward's interest, there's no contest - the guardian protects the ward. But where issues around the care of the ward are creating conflict between the children, the guardian is right to do what she can to reach a compromise - she is standing in your mother's stead.
Even the fact that your mother doesn't know the time of day any more is not relevant. The question is what your mother *would* do if she were able to act for herself, and the guardian ought to get as close to that as she can without risk to your mother's interests.
The only thing I would quibble on is putting the remainder of the items in storage. I would donate them, no point in paying storage for something the family does not want.
I'm I being reasonable?
Come again? What do you mean? I'm sure you know that your sister could not alter your mother's will, so what did she do?
I know that you and your wife have been going through hell over your mother's care; and I appreciate that there is still some distance to go; but how are you going to get past fighting your sister? It's in your and your mother's interest to do so.
Tip: starting a fight with the court-appointed guardian will not help.
If there are only two items you care about - unless by some freak of fate those are the same two items that your sister claims are the only ones she cares about, of course - why would it not be your best course of action to accept them and walk away? Do you have practical grounds for concern that the money will make a material difference to your mother's welfare?
is not compatible with
"I don't care if my sister gets everything."
What is there not to agree to, if you've no interest in particular items?
Please understand that this is a point of view with which I would have complete empathy: is it the case that you just can't stand the thought of your sister walking off with a shed-load of free loot?
I happen to think that such a feeling would be natural, and perhaps justified by earlier experience. But it's got *nothing* to do with your mother's welfare now.
Ohmygod I can see the two of you getting into a bidding war at the sale...
Wouldn't it be a *relief* to let it go?
The two things I want is a old secretary bookcase and a very heavy old safe. those both were specified both wills of my mother and father (except the very last will)
I was willing to walk away. nothing good will come of this meeting
Are you likely to get much hassle over those two items? (yikes, don't tell me, the secretary is where your sister used to do her schoolwork, according to her recollection..?)
Is the guardian aware of your doubts about the current will's validity? Was that gone over during the hearings?
If your mom runs out of money to support her placement and it doesn't sound like that's on the horizon, it's the courts problem not yours, they appointed a guardian to use and conserve her money the best way possible and if she runs out I think they then become responsible for making sure she continues to be cared for, she wont be thrown out on the street and it may very well be the case that the MC she is in also has Medicaid beds or a plan in place to keep her there even if she should run out of enough money to self pay. This isn't like a family trying to preserve a LO's estate by finding ways to keep things and have the state pay for their care, this is the state in full control. Maybe you are just so conditioned to fight for your mom, feel like you need to protect her that's it's hard to let go now that you no longer have that responsibility or option. Did you agree that having a court appointed guardian was the best resolve at this point? Try stepping back and out a bit here, focus on taking care of yourself and the rest of your family don't let go of your family treasures (they may have monetary value and they may not, it doesn't matter) and memories out of frustration now and be sorry later including the gift of being able to just spend quality time with your mom now in her current home, the one she will likely pass in. Be a part of her life and just experience that from now on, let the guardian take care of the details and headaches they are being paid to take care of.
When we sisters went through dad and mom's items when we moved him to IL, we used stickers. There were 4 of us. If two or more of us put a sticker on the same item we drew a number from a bowl. The person with the higher number won the choice. You can also use a deck of cards. We accepted the decision and moved on.
Then we had an estate sale and donated what was left behind. You need to come up with an agreed upon method to dispose of these items and not store them.
Guardianship gives her Court Rights and unless you go Broke with a good Lawyer, It could be Lengthy and hellish, Don't waste your Time. Let her Go.
Take what is Given and be glad she didn't Leave you and the Sibling Out.
When she passes and anything that goes into probate, Medicaid can acquire under the Estate Recovery Law.
Putting things in storage, I agree does not make sense, at all.
Twisted2, mom's POA and executor, decided that mom's business assets would be put in storage, that happened four years ago now. TS2 tried to sell some, but had more an emotional attachment to the items. Just yesterday, the things were moved out of storage to my unfinished basement. Over the course of that four years storage cost in excess of $25,000.00. That is finally done. To spend that kind of money on something TS2 considered only worthy of donation was causing issues with closure of mom's estate.
So, Stone, the more you do not agree, the more it will cost mom funds that are needed for her care. Accept 1/2 of the things to keep or donate or give to others. Go with the flow to get done with it.
Estate sale would raise funds for items at a rate of pennies on the dollar. It is tough, I know. I actually was the one that asked for a court appointed guardian, the situation was out of hand. There was nothing I could have done that would have convinced my twisteds of anything. Work with the guardian to show that you can and will cooperate for your mom's best interest.
Not having the same level of cooperation I am suggesting that you take the things you want (to keep or sell). Then sell what you want and get your mother any of those things she may require that are not covered by the dollars paid to the facility she is living in. Be that clothing, creams, hair care, fingernail care, and the list goes on. You could also spend some on special treats (flowers or something special to her) Also you may be able to take a few pieces for her to have with here in her new home.
That way you will feel you are helping her and the costs are covered with money from her belongings. It can be a win/win for you and your mother.
Good luck, remember, be kind to yourself first, so you have the heart, strength, and health to give your mothers extra love and special attention.
1) Will mom have to apply for Medicaid at some point? If so then giving things away may not be a wise option.
2) Most "things" are not worth what people think they are worth. So selling may not produce that much in the way of income.
3) If the Guardian thinks it is necessary for the storage unit then the court will approve of it even though I agree it is a waste of money. Anything that can not be sold or that you or other heirs do not want could be donated to a local Charity. (Not much of a write off but some).
4) You have every right to go to court to let the judge hear your opinion.
5) while it may cost a % it might be wise to get someone in with Estate Sale background that can appraise what is in the house and get it ready for an Estate Sale that will draw more people. There are people that follow Estate Sale companies so look for one that has a good reputation and is known in your community. (and the % it will cost still puts more money in your mom's account than paying for a storage unit or giving things away. Although you should take a few pieces that mean something to you..if you want them)
yes, I’m a cynic.
if something of your moms has sentimental value to you, then by all means request the item.
otherwise, why worry about “stuff” ?
Selling these items is crazy too if you think there will be much money from them .... think about 5 to 10% of initial value so not much - why don't you & sibling take what you want but say to guardian that the 2 of you will take the other third to donate to charity or do a garage sale between you - however look under all items for a 'name' as there might be something of great value but don't hold your breath on it
You & sib will have taken the most sentimental items & rest has little value - here there is a community garage sale the Sat. after labour day so all the college kids can pick up what they need maybe that would work for you
The work to arrange selling this stuff is huge [I found this out with my mom & dad] for basically little money back - we asked an antique dealer to look over the things we didn't want but he only would take 5 things & then on commission only - the guardian charges a fee by the hour spent on this or has a flat fee depending where you live & it is not worth his/her time for the money recovered