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It sticks in the craw to write a check to a person who has chosen to be vacant for whatever reason. But you have to be very transparent about dividing things up.
I have a male friend who was in the same situation. Sister did nothing; estranged for years. My friend still split it correctly, according to the will, but he had bitter feelings, too, against the sister. The right thing would have been for his sister to say "no thanks", but of course she didn't. Selfish, non-helping, entitled-attitude sister.
I could be wrong but I read your post with the understanding you were left everything in the will
The brother is therefore entitled to half of not much money. But he is still entitled to it.
The time to address this is before mom dies and if she wishes she can change the will ONLY IF SHE IS COGNIZANT.
"You" are not giving him half the money your parents are, you are carrying out their wishes, those instructions left in the Will.
I would be more concerned about the house and how it is passed to you. I hope that an Elder Law Attorney or one that is well versed in Family / Estate law has set this up. If not I would pay a visit to one to be sure that there are no problems or financial aspects that you have to worry about.
Speak with an elder law attorney about how inheriting the house may be effected it they need Medicaid or MediCal for their care. Laws vary by state.
And also keep in mind if the house is sold before they pass this does increase cash available for their care, and still half brother's should they pass before all the money is spent.
And MediCal, if needed, will place a lien on the house that will be paid on sale.
Nothing in my sad situation or yours, is based on “fairness”. It is TOTALLY based on LAW.
If managing and providing your LO’s care has overwhelmed you and depleted your personal physical and emotional resources you may legally say “I cannot do this any more”, and pay for help to provide her care, or if your mother’s status warrants, residential placement, but HER debts must be paid for from HER resources, and that means that if HER house is in HER name ONLY, and her cash resources are spent for her care, the house will need to be sold to pay for her needs when her money is gone.
The TWO SAVING GRACES in my personal situation were that in spite of her terrible treatment of me, I loved her dearly and had fond memories of HER KINDNESS and COMPASSION before she’d begun to suffer the symptoms of dementia, and also, the fact that by the time she’d begun to fail, both of her responsible parties KNEW without question, that she could NOT live in the only home she’d ever known, because of safe inaccessibility of the only bathroom in the house.
What I think or you think has nothing to do with the law. It will only hurt you more if you continue to focus on fair/unfair.
Focus instead on how you can lighten YOUR burden right now. Hire help, find a beautiful nearby residence, whatever it takes.
YOU need help and consolation. Focus some attention right now on what you need to be more comfortable and peaceful, and aim for that.
YOU are worth it.
Perhaps you can console yourself that there won't be much.
Note that some assets don’t pass through a will:
Joint accounts generally pass to co-owners.
Accounts with specified pay on death beneficiaries pass to those beneficiaries.
Items owned through a trust pass as directed in the trust.
So it can be a problem paying someone’s final expenses if there isn’t any money for the executor to work with. You have to understand whether the person would want to cheat their creditors, and what legal rights the creditors have. Watch out for Medicaid or other liens on property that is in their name(s).
Gifting time and money to your parents doesn’t make it OK to steal it back from your brother. Once you give it away, it isn’t yours anymore. If you think you might be conflicted, it would be better to stop paying any of their expenses from your own money, pay yourself or substitute paid assistance or convenience products where possible, and use the parent’s money to prepay final expenses until there is little or none left to be an issue.
I wish you well in honorably navigating through “fair” and “legal.”
You observe that there will likely be little left, so simply distribute it as directed under the law. You do know that as executor you can claim payment to settle the will also? So you can spend on a good attorney, and etc., have a beautiful funeral for your Mom.
I do wish you the best, and the best of luck with taking good care of your mom in the last years of her life. Recognize that you are the lucky sibling, even in hard times.
Too many people think they are owed or entitled to more of an inheritance because they provided care. That is never the case as you must legally do whatever the will states. Too many people also don't get pay when they provide care, which is why they think they are entitled to more.
Wills are written all the time that families don’t think are fair for one reason or another .
Have you prepaid for your mothers funeral with her money ? Also any of her remaining bills for her care will need to be paid after her death . Some states charge inheritance tax . But that may not apply if it’s a small amount of money left. When the estate is settled , and bills all paid your brother will get 1/2 of the money that is left . Like you said there may not be any left anyway .
Since you have a will that is your guideline. If half of their estate is mentioned in the will as going to your brother then if your parents are of sound mind a new will should be made.