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I am the oldest of 3 and unlike my siblings, I have lived close to our parents my whole life. As I got older, we became friends and were involved in each others lives and shared good times and bad. Now they are physically and mentally declining and my sister has moved close to help care for them. Things changed once she returned and now she has been assigned both power of attorney and executor of their wills. My brother is second. None of this was discussed beforehand and I only found out when I saw the documents. They were upset that I wanted to read them and ask questions. I feel that I should not have been excluded from the discussions and being aware of the plans for their future. I don't understand the secrecy and defensiveness on this issue. Everything is to be divided up equally among us 3. I am quite sure she's shared all this information with my sister. I understand that each of us have different capabilities and qualities that assign us to different responsibilities. What I don't understand is why I'm left in the dark. Has anyone else been in a similar situation? Need advice and thoughts on how to deal with this.

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To all of you who have replied to my post, I sincerely appreciate all your support and advice. After nearly 2 weeks with this situation on my mind, I've come to the realization that the real issue here is the tension between my sister and I. My worry and concern for my parents and not being able to play a part in their care and end of life decisions is very unsettling and magnified by the lack of closeness, trust, and being able to discuss things with my sister. But I also realize that a lot can happen in the years to come and the future is uncertain. Worrying about what may or may not happen or when it might happen is not in my control and I need to focus on the time I have left with my parents and do what I can to help them.
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tornadojan Oct 2020
Annie, this is a very noble approach to take. You have my respect. I totally understand your upset about your parents apparently entrusting your brother and sister with their final details, when you appear to have been closer to your parents and have shared so much.

Assuming that you believe their final wishes are being addressed, then yes, I would let it go and just focus on your parents. If they are lucid, however, I might ask about how they reached the decision to have your brother and sister handle everything. That seems odd, given your closeness, but if it makes sense to you, then just let it go.

The main thing is that your parents' best interests are being served and that they are not being coerced into arrangements that they do not support.

You sound like a wonderful daughter!
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Maybe now, after reading nearly 50 answers, you should forget about the will and focus on your still-living parents, their health and happiness.

Many people are left nothing but memories.

You will get 100% of those! So spend the remaining time with your parents making special ones instead of focusing on hypotheticals of what you will get, you might get, won’t get, might not get, etc.

Time together should be the most valued gift.
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A little bit more info if Annie won't mind my sharing it -

The documents - the new will and the POA documents - were left lying around in the parents' home on the dining table in plain view, Annie noticed them and naturally enough scan-read them to see what they were; and then as she states above they (her parents?) were upset when she (again, naturally enough) wanted to read them fully and understand the plan.

I expect that on this one occasion they were upset because they were embarrassed. They had trotted off to see their lawyer, received the documents, and then let the cat out of the bag, all without consulting you, and they were probably half-aware that really this was an issue that needed to be discussed in a practical way with all three of their children and not just scrambled through. So they will have felt partly guilty and partly foolish, and - again, I expect - they'd probably rather talk about almost anything else.

However.

There is the Need To Know basis for sharing information.

None of you needs to know what's in their will; now you do know, all the same, that their estates will be divided equally between the three of you; there really isn't any concern there. Leave it be.

The power(s) of attorney are different, though, because these will affect what authority each of you has to support their future care and carry out their preferences.

So: who is the primary caregiver?
What responsibilities are anticipated?
What is the remit of the power of attorney, and what sort of POA is it?

These are reasonable questions to ask. You should be included in the Need To Know circle.

I sympathise with and can share the experience of trying to work with a sibling in these circumstances. It can be extremely stressful and painful.

But. You go on to explain that you don't trust your sister, you believe her to be greedy, selfish and uncaring whereas you yourself are loving, caring and selfless.

Well, now. What would your sister say?

Go back to your original post, this part: "Now they are physically and mentally declining and my sister has moved close to help care for them. Things changed once she returned and now she has been assigned both power of attorney and executor of their wills."

Your sister moved back, you say, to help care for them; and in addressing almost at once the issues of their estate and their powers of attorney she was not wrong. These needed to be addressed, and it needed to get done before your parents declined past the point of being able to create powers of attorney. Was that not something that had occurred to you before?

She came back to help, she rolled up her sleeves and got on with it. Why she didn't think it better to include you in the discussion I don't know - do you?
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FloridaDD Oct 2020
I don't think that is so simple.  Is OP still expected to help? Unless there is FULL disclosure of mom's money and what she is intends to do with it, I would say no
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I agree with some of the others: count your blessings. If there is not a large amount of money at stake, you are better off not getting into all the details. I know I would gladly give up my whole inheritance (worth less than $1k, probably) to not have to deal with my Mom's unrealistic ideas of how to "fairly" deal with her "estate." Her detailed description of the division of her stuff will be nearly impossible to accomplish. My sisters and I are worried about how much it will cost us to get rid of all the stuff nobody wants.
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This is a common tactic tutilized in a family, by one or more psychologically manipulative family-members, where one person, is scapegoated, excluded and/or vilified, whilst the others are manipulated into ganging-up against that individual.
In your case, you've been deliberately excluded, whilst the others are not. In these situations, it's often difficult to discern who is running the manipulations, is it a sibling, a parent or a team of one or both parent(s) + one or more siblings?

Typically the exclusion matches a lifelong pattern of one-covert-family-member orchestrating manipulations targeted against a scapegoat.

The dynamics often will rotate the targeted scapegoat; but, typically, needs at least one sibling teamed with one parent. Which, as mentioned, makes it difficult to pinpoint who is controlling the manipulations, is it a sibling, parent(s), or a team comprised of both?

Is it possible to emotionally detach to view this as an opportunity to escape? since remaining in that situation will maintain its psychologically manipulative status quo ...

All in all, the solution sits in silently emotionally exiting that situation;
Why? Because reasoning with manipulative ______ never "works."
Why?-->they'll manipulate you into believing their bullshit, and/or they'll deny everything whilst blaming you.
Their goal typically is to keep you in place, positioned as their psychological punching bag.

A silent physical exit, will most protect you, b/c anything you say, will be twisted/used against you. Gather your plants, pets, photos and offspring as you exit. Block everything on social media. Be done with their b.s.
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marymary2 Oct 2020
Except for the rotating of the scapegoat (I was it for all 62 years until I exited), your response is so accurate and helpful. It helped me very much to see the situation, which no one else sees of course, written so exactly. Thank you.
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I am on the other side of this coin...My mother started to show signs of mental decline at an early age (late 60's).  She was getting lost while driving, showing up at my house during a work week morning thinking it was a Saturday, etc... I made an appointment for her and she was diagnosed with dementia and failed two simulated driving tests.  I had to start managing everything from cutting her grass, picking up meds, filling pill dispensers, making doctor appointments, house repairs, grocery shopping, etc.  I have my own home, family and full time job.  It just about killed me and I called my brother, who is a nurse, who is younger than me and my neighbor and told him we needed to create a schedule so that all of the responsibility wasn't falling on me.  We could trade off taking care of things by the week or by the month, I didn't care, but he needed to do his share as I was not an only child.  He went into a RAGE and told me he didn't have to do anything and then started with the name calling and what not.  I hung up on him and we didn't speak for 3 years.  Meanwhile, I was still managing our mother with dementia.  I took her to a lawyer and we drew up paperwork for me to be POA financially and medically.  We listed my adult daughter and my brother as backup if I am not capable.  I had to sell moms house and car and most of her household things and move her into assisted living.  I have never been so stressed in my life. Things are much easier to manage now that she doesn't have a home for me to maintain.  My brother and I now speak, but I have not "explained" anything to him.  If he is not going to help, I don't feel I owe him any sort of explanation.  Now we are on year 10 and he talks to her when he feels like it and we go on.  When mom passes, if there is anything left, as executor of her will, I will more than likely charge a fee for the task of managing all of this.  I can't remember, but think the lawyer said 20% was standard. Then whatever is left will be split between the two of us.

Sorry for being long winded, but I wanted to get across that sometimes there are reasons for lack of communication and it may not be related to greed.  You mention that you became "friends" with your parents but you don't mention providing care or taking on any responsibilities.  Were you trying to take some of these things on and having issues and maybe that's why your sister had to move closer and take things over?  I feel like we're missing some information...
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GardenArtist Oct 2020
James, thanks for sharing your insights and valuable experience.
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You need to follow your gut instincts - if you feel something is wrong with this situation there probably is! Secrecy is employed when someone is up to no good. I have to wonder if your parents have assets worth this subterfuge?
It's a pretty well known fact that at the end of life those physically closest to you and most involved in your life have an easier time getting advantageous treatment in your will. Right now, there may be an even split, but give the siblings time to work on your parents and this may change. Especially if they live to an advanced age or become seriously ill - they are more malleable then. You did say they are already declining.
There are plenty of people on here who say this shouldn't be about the money, but to many people being well-treated in the will equates to the love you believe that parent feels for you. Whether that's right, wrong or whatever then it doesn't matter if that's how you feel, because being cut out by scheming siblings hurts! And once your parents are gone, there's no way to fix that kind of emotional pain.
The other consideration is how your parents will be treated if your siblings are scheming. I've been on this board long enough to equate money-grabbing relatives with poor care for those in their charge. Medical issues are neglected, sometimes deliberately. Parents are left dirty and unfed, sometimes even physically abused. Happened to one of my relatives, but I didn't realize it until it was too late - as many other seniors, she protected her abusers. She lied and covered up for them, making up excuses of slipping and falling to explain her bruises.
I have no siblings, but have been in a similar situation with my step-mother. She married many men and took them all to the cleaners, then helped them into the grave. I saved my dad from her and it was the most difficult and exhausting fight of my life - but my dad's life depended on it.
My husband also had this problem with his siblings. It's a very painful position to be in.
Many of these devious people use the same tactic, so be aware - they try to cut you off from the parent as much as possible. If that's happening to you - and I believe it's already started, considering you were left in the dark on these major decisions and they were upset because you simply asked questions - you have another red flag.
My only suggestion is to talk to your parents about this situation - very, very calmly. You said their mental conditions are deteriorating. Can you assess if they are still competent enough to understand the potential consequences of putting your siblings in charge of their health and their finances? If they are not competent you need to take action. It will be a lot easier said than done. A starting point might be to go to the attorney who made up the previous documents if he/she is not the same attorney who wrote the current ones. If your parents had a long-standing relationship with the previous attorney they may be able to set you in the right direction.
Best of luck to you - you will need to be stronger than you know if your choose to pursue this.
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Imho, you should not have been excluded. However, this does happen. I had one friend (she has since passed away relatively early at age 75) who was her mother's caregiver and PoA, but abruptly her siblings pulled her off of everything. Prayers sent.
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ACaringDaughter Oct 2020
Siblings can not legally “pull you off.”

Any siblings who would do so could be found liable of fraud, both civilly and criminally. A lawyer who knowingly accommodates such wrongdoing would also be subject to severe disciplinary and monetary (perhaps lifelong) consequences.

This is not be worth the risk or the great monetary expense of defending multiple lawsuits.

If you get written out of a will completely by your parents for cause, respect their final wishes. If you wanted their money and stuff so much that you are willing to sue, it would have been easier to have just prioritized the relationship!

if you know someone who was written out and did not sue, it’s not too hard to read through the lines—this was a damaged relationship. If you know someone who sued and lost, you don’t have to read between any lines. Just look up the court case.

Parents usually only exclude heirs in severe circumstances.
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Every child should expect to be in the dark (about the estate) until after their parent’s death. There is zero requirement to notify you about anything. After all, as long as your parents are of sound mind, all estate documents could be changed and changed again. A will is only “activated” by a death, before that time, all estate documents (except POA) are really only preliminary. Unmet expectations are the big problem here. For example, now you believe that the documents entitle you to 1/3—even that can be a problem if you start counting on this gift. If your parent continues to live and spend every last dollar of their money ... 1/3 of zero is zero.

You can’t contest your mother’s will while she is still alive. Do you want POA? Do you want medical or legal POA? Both are nightmares. Imagine being solely responsible for life-and-death healthcare decisions—what if you are questioning the medical providers’ recommendations? What if your siblings don’t agree with the legal or financial decisions you are making and they decide to challenge you legally? Do you want to be the caretaker? These are very difficult jobs and the legal scrutiny in many states, after the fact, if challenged, may not be paid for out of the estate. Accordingly, this responsibility could break you financially, even if you do everything right.

How could you be upset based on the principal of the split if you know you get 1/3? You were to get 1/3 before and 1/3 now. Keep in mind that you shouldn’t even really know about this percentage until after their death. They told you this to make you feel secure, that you were still getting an equal share. Why would you want to rock the boat and make them wonder if you care more about their money than them?

If you are upset about not being the executor… think again. I am an executor and this has been a disastrous nightmare in my life. Imagine packing up and cleaning up every last item, especially if you love them so deeply. Throwing out their clothes, donating artifacts from your childhood or their personal treasures. This is a highly charged emotional journey of pain. The executor gets a small monetary fee which doesn’t begin to cover the amount of work and toil that’s required. You should be grateful if they named one of your siblings- instead of you- for this horrific task.
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marymary2 Oct 2020
In response to your other comment about anyone who doesn't sue. I'm a lawyer and can say it is very expensive, time consuming and emotionally draining to sue. Many who don't sue can't afford to pay the lawyer fees, which are required up front in these types of cases. They may also have to prioritize their health over suing. So indeed siblings and lawyers can do all sorts of horrible and unethical things and get away with it. In our legal system, unless a miracle happens, whoever's got the money wins - ethics, morals and legal rights be damned.
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I have just gone through a similar situation. My brother talked mom into gIrving him POA and Executor of the Will. He took mom to a different lawyer and stayed with her in the room. Mom had dementia at the time. The lawyer did give him POA but told him that he had to speak to the rest of the family before he would redo the will. I was never consulted or was made aware of the change. Mom ended up in hospital due to a bad fall 6 weeks after the POA was changed. To make a very long story short I called in Public Trustee as money was missing/misused, no care, and what I would call Elder Abuse. Once the PT was in charge he revoked brother as POA. Mom has now passed away and am doing the paperwork on my own as brother will not communicate or have anything to do with me any longer. It was a difficult time but I am almost through it. You can get a lawyer and contest it but is it worth it? Will your siblings treat you like I was treated? You can get an accounting of every cent spent, is it being divided equally?

Mom never remembered going to the lawyer, she thought she went to the Doctor. Was it worth me bringing charges due to the fact mom had dementia? No. Brother has/had no money so why bother. I was able to get mom the best care and she passed away peacefully.

I have posted frequently as the story happened. This site has been there for me.
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Annie2019, I am glad you asked your question, as I have needed to get this story out of my mind, sad as it is, and learn to move on!
I am the oldest of 4, and when dad died 30 years ago my brother, 2nd who was the executor of his will, never read it aloud. I never questioned anything. Hind sight is 20/20 and I should have asked to read the will. Fast forward 30 years, Mom died earlier this year. Since dad's death I had been told that I was not in the will, and I never questioned that decision; it is and was my parents' money and they can do whatever they want with their money. After Mom's death, I found out I was in the will, and was getting 1/4th of everything, provided I did not question anything that my brother and sisters decided to do. As I was helping to clear out important documents, I found and kept the original will. To my shock and sadness, dad had named me as Mom's Primary Care Giver, had given me POA, and health care advisor, provided that I undertook the task once dad died; there was a 7 year waiting period. If I did nothing for 7 years, the duties would go to my brother and sister. Seven years passed after dad died, I did my yearly visits, weekly calls, but nothing special. So they took over. They paid themselves a hefty yearly salary, got control of her finances, made the house out to Mom and sister, and now want my share of the 1/4th to be split between the 3 of them.
So yes, it does happen, my dad knew those three were greedy and tried to protect Mom. She would not have died so soon as I would have watched her health; she had TIA's and sister, whom Mom was living with did not know this and was just disgusted that Mom was wetting herself in public. I am still trusting of them, I know this is bad. I now know that if my "close siblings" can cheat anyone sibling others will do the same. Husband, children and I have always lived within our means so Mom's money will help in our old age. My siblings however were so used to her money they are in financial ruin. Money makes siblings, no matter how religious they are, very greedy.
Now the healing can begin :)
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Happened to us, too. My mother-in-law announced that she changed her will after her husband died, but told us that her new lawyer said that she shouldn't show anyone her new will. My husband is her only child, and he is (or was, at least) the executor of her estate. Yeah, so, we are calling BS on that line. She has a history of lying about anything and everything, so we can never believe what she tells us.

What we think happened is that the big, impersonal church she belongs to came to her after her husband passed away and talked her into donating some huge chunk of her estate to the church when she dies. It's her money, and if she wants to bequeath a pile of cash or her house to them, that is her right. However, if they convinced her to leave everything to them, there is going to be a squabble.

She told my husband that he should destroy her old will, but he is hanging onto it in case we need it if we have to show that her original intention, before somebody got to her, was not to disinherit her only family. She is perfectly sane, except for her weird habit of making stuff up, so it's not a matter of dementia. If she ever does get dementia, it will probably be Irish dementia - she will forget everything but her grudges. ;-)
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Was there any issues between you and your siblings before the one moved back closer to home?  Hey......I know its hard, but they might change their minds as things get tougher.  The decisions are tougher, etc., do you think they will be able to handle it?  Either your sister talked your mother into something (which I think had been done on my hubbies side of the family), but you will never know.  I don't know if there is much you can do, unless you were POA before, but if your mother made the change, she can do it.  Have you asked your mother why the sudden change?  She may or may not remember, if that being the case, you might be able to contact an elder attorney and indicate that your sister talked your mother into changing everything while she is not mentally capable of understanding what she did.  Wishing you luck.
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I am glad at least you were shown the documents. however, any kind of secrecy andor exclusion is obviously very wrong and very suspicious.Sometimes, parents who were always very equally loving when in their right minds can be easily persuaded to sign things they do not understand nd thus unknowingly divide things in a very unfair way. I hope you can get legal help. God bless you.
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I share your concern. I don't know you, and I don't know the details, but if what you say is true, I would feel slighted. Something very similar is happening to me, even though I have been my mother's primary care giver 24/7 for over ten years. My siblings have helped very little, some none at all, and yet my mother is giving them money. Family politics is puzzling and infuriating.
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I don't know if you should read too much into this, maybe it just makes sense. I care for my father, he lives with me and he has assigned me his POA and not my brother. My brother lives about an hour and a half away and wanted to have a joint POA but it just doesn't makes sense. He doesn't know that I have the POA either because I didn't want to hurt his feelings. We are very close and good friends and he helps out with dad from time to time. I will say that being in this situation, if my dad lived with my brother and he had to handle all this then I would make sure he was the POA not me. I don't know if your concerned about money, our family is not because my dad has nothing so money is not an issue. Try not to take it personally and don't let it get in the way of your relationship with your siblings.
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It does not feel good when you have been the primary “devoted child” for your parent, and you are suddenly removed by your siblings in an underhanded manner without explanation. I experienced the same situation, and your feelings are valid. My parents already had dementia and we’re very confused when my brothers changed their documents to exclude me. I had previously quit my job and handled everything relating to their care with NO help from my two brothers, who live locally but visited 2-3 times a year. They suddenly decided that I (a well-educated career woman) could not manage the situation as well as they could. Long story short, I sought full “Guardianship” of my mom in court (which supersedes POA and HCP) and the judge granted it to me. The judge disagreed with everything my brothers said, and did not appreciate their sudden “need for control“ over her care and money when I was the only child actively involved in my parents lives. My mom now lives with me and my family- she is doing better than ever and I love caring for her. I have lots of help through the Medicaid CDPASS program... which allows you and caregivers of your choice to be compensated to care for your parent at home. Obtaining guardianship was an expensive legal process, and caring for a parent at home is very involved, and not a reasonable option for many people. That said, I want you to know I understand how hurt you feel, and your feelings are valid. You clearly love your mom and want to continue to be involved in her care. Your role (which you may actually enjoy) has been ripped away from you without good reason. It could be about financial control and may have nothing to do with your capability. You sound like a loving and devoted daughter who has your moms best interest at heart. I wish you well.
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I can understand that you may feel left out of the process, however your relationship (as you describe it) became one of becoming closer to them. Your sister returned to the area to become their caretaker and that is totally different. Were you unable to be the caretaker. Or perhaps, caretaking simply not within your ability or desire? I think those who become caretaker are also more involved in the management of the future, as well, simply because that's how the parent sees them - managers of care/life.

Since things have still be divided equally, try to let go of the feeling of being left out. It would appear that the documents were not all that hidden since you saw them. And you acknowledge that everyone has different capabilities. Think back, even when you were living near to them and more involved when they didn't need so much care, were the siblings the same children that parents often discussed personal finances/planning type issues? Were they the children that others see as making level headed decisions? That could play a part in this.

Maybe it was just a touchy subject when will was updated. Mom wanted something in place, felt a little uneasy discussing her wishes with you BECAUSE you became close to her, yet she wanted to name sis as POA/executor. I am curious as to why mom updated her will, but no mention about dad. Is it possible that old wills left everything to each other and she wanted something in place to handle her affairs because he is likely to go first? Also, are these siblings older than you? Often they assign duties based on first born, second, etc.

Rest easy knowing you were equally included. At least you don't have that battle or hurt feelings. And try to keep in mind that a will is often very personal and private to those who get them done - kind of like a surprise gifting at the end if anything is leftover.
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Went thru this with my parents... except I was the one the POA was changed to . Why ? My sister lived as far away as I did. Hardly visited, hardly called. Every time something happened , I was the one who flew out. My aunt encouraged the change. Knowing it was the best. We didn’t tell my sister because who wants to deal with the fallout? When they put my dad in hospice. I had flown out , I asked the Dr if it was time, and did all the arrangements. My sister accused me of stealing her birth right. We didn’t fight, thank goodness. But it was my sister who did the hard part . She stayed by his side. I would love to turn over the POA to my other sister who isn’t capable.

My husband’s family is fighting about this same issue . Split the family in half. Having biblically shunned the two on the POA s . No family visits Or holidays, because the sister refuses to be in the same room. Dragged everyone into the battle. Parents have said this is how they want it. For some reason , the sister has some power over them to continue this ridiculous battle.

Try to be accepting of the choices. Probably, There is some uncomfortable thoughts of your acceptance of this. Yes, you need copies, but knowing what I know from my experiences, I would be happy to be in the supportive roll of my sisters.
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My situation is very similar to yours in the fact that I have always lived close to my mom and dad and cared for them. All of my 4 siblings said that they couldn't help them even though they didn't live that far away. I always made sure that my parents had what they needed. My mother had always discuss with me that she would move in with me one day when my dad passed away. She had this conversation with me for 20 years, even before my dad passed away. When my dad passed away she couldn't decide if she wanted to leave her home and move in with me or if she wanted to have me move in with her. She asked me to move in with her. As I begin to pack my things my mother-in-law became ill. This turned out for many other reasons to be a blessing in the end! My mother totally changed her mind on me to be moving in with her. My brother was going through a divorce and needed a place to go with his two children. I was fine with that. During the course of him living with her for a yr. He and I became close and visited a lot. I moved in with my mother in law a mile away. My brother got married again and moved out right at the time of my mother in laws death. My mom wanted to now move in with me since my brother was getting remarried and said he wouldn't be buying a house big enough to include our mother.
Before we were to get inheritance from the death of my mom in law, my mom wanted to move in to the house where we lived which was not mine but my deceased MIL. Long story short my mom sold her home refused to give any money to us toward our hope to be home still didn't know if we would clear the cost through inheritance. wanted to move in with her dog and 2 cats at no expense to her. We would give her 2 of the 5 bedrooms and 1of the 3 bathrooms of the house. We told her no, when she wouldn't give us the 30,000 she promised. She changed her will and took me out completely and put my brother as executor only and the only inheritor of hers. She bought a 225,0000 house in the neighborhood my brother bought a house in, 3 houses down, 3yrs ago. Now I have to take her to stores and Dr's. Appts. Which I don't mind but my brother's name is on her home and she can't change her will if she wanted to. I know this doesn't help you in your situation other than maybe you would feel your not alone and it happens. I hope you can take a small comfort in this?
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OMG its like your living my life now with POA being 5 states away middle favorite middle son.older son who embezzled from other two brothers. After 20 years coming out of the woodwork to call and see if his mom has a will. She has bad dementia so she says no ( but she does) so he kept on trying to get his daughters to take her to a attorney. Because he would have 14 day quarantine, Lie saying taking clothes shopping. Only found out because attorney called here to talk to her. She said no will but her youngest son and i live with her and heard what was going on.. Disgusting. We live with her 8 year. Lived closest for 30 years of our marriage. I her DIL only caregiver have become engulfed in only her and the brothers that don't do s*** and haven't for like ever. It's so aggravating when you have doing everything for years and now her other 2 sons in nc who haven't come in 6 month covid. The middle son POA and named also on checks. And called the bank 4 month ago to get the statement..they say no but he transferred money out of checking to the point of can't pay bills this month..and so story goes on and on. I feel your frustration. Because I feel we were here and they know nothing what she likes to eat or do daily. It hurts ! Why should it be split equal there is a 15 year difference between my husband and middle POA son. Even when they owned there business he was taken advantage of all I can say is he is lucking to have me ( really his mom is) but I regress family's are messed up. Join the fun. And vent here often. I do. Thank you for not making me feel like I am not the only one that is stuck being a stepping stone. Stay in there but it would bother me if my siblings did anything behide my back and my mom didn't mind.
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CginGA Nov 2020
WOW... nurserygirl, your brother-in-laws must be related to my half brother (and I use the word “brother” loosely). I have never had a relationship with this guy as he is 15 years older then me. When I was growing up he was gone. He has never really been any type of family member my whole life. Sure he would call my mom maybe twice a year (if that). My dad died about 9 years ago and my other brother (full) passed away 6 years ago I’m now her caregiver and my half brother is pissed because she gave me POA and exec to the estate. She has had to move in with me and wife due to the fact she has breast cancer and recently suffered a heart attack. HE has gotten word of this and now has called several times and ask if she has a will. I then intervene and tell him yes she has a will. If you would like to continue this conversation, here is her attorney’s name and number. My mother does not need the stress in her life right now. HE did call me and ask what she is going to do with her “stuff”...really. Not, how is mom doing or anything like that. I gave him a few chose words and hung up the phone.... I will NOT play his game. He know he is not in charge and it pisses him off.

My mother made out a will and did not want to leave him anything. She explained to her attorney why and the attorney said you should leave him something or this will wind up in court. She then told her that she can leave him something but to make me a joint owner on her account with survivorship. That way it will be up to me if I want to split anything with him. Since joint owner with survivorship does not go through probate there is nothing in her estate to divvy out if I see fit.

let him call me names like he has in the past. Just keep it up bro!!!!

thanks for letting me vent...😀😀
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Very little, if any mention of potential elder abuse. Do you think your mother may have been encouraged (coerced) to make the changes?
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Hi.. ya know, I feel as tho your feelings are hurt? & we don't know the family dynamics,
At all..
I was POA. I was forced. My sister was chosen. But she cried & said "no I can't do it!"
I said, ok i'll do it. I had to...
Oh my God, hardest thing ever. No one trusted me. I have 9 siblings.
I say, YOU'RE LUCKY!!!
but go ask your folks. We can't tell you why this happened. They can.
Bless your heart.
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Of course, you should not have been excluded! First, have a nonconfrontational conversation with your parents regarding their choices. If they are unable, meet with with your siblings. I would recommend you request a copy of all notarized documents for both parents, assuming they have been appropriately filed. If they are unwilling, consult an attorney. It is only reasonable that you and siblings equally share information. You have no way of knowing who will outlive your parents. Your situation does not sound above board. Get it all clarified now to avoid conflict when parents pass. In my situation, I was the oldest surviving of 7, provided housing for my mother and a disabled brother without any compensation or assist from 3 younger siblings. After she passed, found out her will was canceled and youngest brother had control of what little money she had. Mother had cashed in all stocks to help the same brother not lose his home to foreclosure. I paid for funeral arrangements that exceeded her insurance. Its not the money that breaks up families, not the obvious lifelong preference to a sibling, but secrecy and deception. People who are conducting affairs honestly and respectful of others involved have no reason to be defensive.
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Bellabosch Oct 2020
I agree with your comments. A meeting of the minds (friendly) should happen with parents and siblings to ask why she was excluded. If you have copies of any document it will have attorney that prepared them so you might be able to contact them to get all papers.

Also you can amend the POA, etc if your parents want to through the attorney.
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My parents' POAs used to be split between my brother & me. Several years after my dad died, mom relocated near my brother & me. At that time she re-did her POAs, giving him all the responsibility--without explanation. I felt offended & hurt. It's now been 12 years. Until recently I've been mostly left out of the loop regarding her issues a she has declined physically & mentally. Excluded, really. At the same time I've learned about the stuff my bro & his wife must deal with via forums like this. You can't know how much I appreciate not having that responsibility! All I've had to do is try to keep on civil terms with my difficult mother. This distance from the issues probably can't last forever. If you can trust your sibs, consider yourself lucky.
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The only way to know for sure is to ask, but do you really want to? I would try to trust their decision and not hold it against them or your siblings.

The reason they did not assign those tasks to you does not have to be a negative one and it may in fact have been a very loving decision.

My guess is that they feel very close to you. They know that for the last several years you have done the most for them while living the closest while your two siblings have done much less in that they have (until now - sister) lived further away.

Why give you even more to do when you have already done more? Maybe they have decided to try to ‘even up’ the responsibilities amongst the three of you by making your siblings the Executor and POA.

I hope you can find peace.
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babziellia Oct 2020
That's what I'm thinking.

Maybe they kept you in the dark because they thought you might want to take it on when you've done and are doing so much already. Maybe your mom had to strong arm your siblings into doing their part and knew she couldn't do that with you present.

The only answe can come from your mom though.
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There is a reason. It can only be because she is changing the terms and conditions. Perhaps there is something you aren’t telling us about how your mother’s attitude toward you has changed? So far as I know, you aren’t entitled to see the will if your mother doesn’t want you to. Ask your mother what is going on in a non-panicked, non threatening way.
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I can relate. For some reason I have seen this sort of thing happen quite often over the years. My reaction is that most of us don't know much about legal stuff and it might even be that the average POA possessor may believe that he/she is "not supposed" to discuss anything about their role as POA, or is frightened that someone might ask a question about the POA document that they may not be able to answer...

Of comfort for me if I were one of the siblings in your situation is the stipulation that the estate is to be divide equally among the siblings.

May I ask if you have approached the POA/executor and said something like, "I would like it if you would explain what is in the POA and last will and testament?"

In any event, you know how the estate is being divided.

Grace + Peace,

Bob
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I have never been in this situation. My parents appointed my brother POA and I knew about that before they passed. And there was never any problems. But I think you should have been told and I cannot understand why you weren't. Being the oldest, I am also surprised you are not POA. I would talk to my siblings about this. You deserve to know why. Good luck.
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I think if your gut feeling is telling you something is not right then it isn't. The helpful thing is to get the reason as to why and I think tackling it head on is good, but try not to look like the bad guy to your parents, as that could end up being used against you.
Unfortunately this stage of life is ripe for manipulation! It is why my Will is categorically an equal split between my children and if I CAN I am cutting myself off at the pass BEFORE care is needed or fought over
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