Mom had some surgery end of May and will be in Transitional Care (skilled nursing facility ) and then to either ALF, or remain in SNF. I am her DPOA. She has asked me to "get the house ready for sale." She has many items that are not listed in the Personal Property section of her Will-- things like some furniture, sewing machine, exercise equipment (maybe put that on curb with a "FREE " sign....). In other words, she seems to want me to clear it out-- but siblings are hankering to be let into the house....(mind you these are the Very Same Ones who couldn't do anything to help take care of their own Mother)....they want me to let them into the house so they can take stuff... Well, how in the world is that going to go smoothly? Do I first remove all the items that ARE on the Personal Property Lists and then just open it all up to the sibs? What if one sib takes more than someone who couldn't get there in time? I predict chaos. And I am trying to spend my energy visiting mom every day. I go back, to what mom SAID, "get the house ready for sale, get rid of stuff. " what does everyone think, just keep it locked up and tell the sibs they're out of luck? Mom's & my church is having a rummage sale in 3 wks. I'm tempted to just bring it all there (save the Personal Prop List items in my own basement). Want to what mom wants, and what is easiest for me too.
The soliciros (lawyers) have told me I can SELL anything I want but must give and hold duplicate copies of all payments taken - so I need to use a duplicating receipt book to prove sales.
I asked about what I can charge and was told this: have a look on ebay sold items and see what you would have got on there for a similar item and then that is a reasonable price to ask - there is a 10-15% fluctuation with one or two exceptions. Gold fluctuates in value so this needs to be taken into account. Don't take any notice of new sold items for yours will be second hand.
I can GIVE mums unused clothes away but they should go to a charity (exceptions here would be ultra expensive designer labels/mink etc where a price would be appropriate)
I cannot gift expensive items/cash/bonds etc to children or grandchildren or anyone else if the value of items would go over the annual limit permitted in law.
Hope that helps but as for letting them in to choose - I wouldn't and I am a daughter!. Mum has an antique grinding machine that was Dad's and I havent a clue as to its worth - time to either sell it as part of the house sale or get a valuer in
To me it would seem selling the items at a 'living' estate sale would be fair; as others have noted the money could go to here care. At the end of the sale if items didn't see they could be donated and a receipt received. It is important that everything is done with the thought that she may need Medicaid or review the finances for another reason so keep good records and I would hire an sale manager. And BTW some sewing machines are worth a little bit of money anyway. I collect them!
My father hired an estate sale manager when my Grandmother died and my father was executor. The items that my Grandmother designated were given to the intended recipients and then all the rest was put in the sale. Relative and friends were welcome to come and buy them at the sale.
You could ask your siblings to email you (brief) lists of any items of particular sentimental value that they would like, which you can then set to one side for them on a first-come first-served basis. That way at least they will have to care enough about an object to remember that it exists, which gives you some kind of filter.
As long as you are acting on your mother's instructions, which you are, you are free to sell any items and add the proceeds to your mother's account. If you want to give things away to deserving recipients or charities, it might be best to check with her that she is happy with that in principle, and just keep a note of anything of any actual dollar value.
This is a harrowing process, but you'll be glad when it's done. Hugs.
Seems to me, that if mom has asked you to get the house ready for sale, and "She has many items that are not listed in the Personal Property section of her Will-- things like some furniture, sewing machine, exercise equipment", then I'd sit down with her and itemize trough those things with her regarding their disposition, put that information in a new "update" will. If she can tell you to "get the house ready for sale" and you are going to do that as directed, then you are confident of any other decisions she tells you regading the other stuff in the house that you aren't sure about. The more stuff that is specifically covered in the will, leaves very little or less things for you to have to worry about later on when the vultures do appear, if they do. I've seen similar situations before,and it was surprising how little the "vulture" types of family members actually showed up, once they found out that everything was already covered in the will. They may only manage the one trip to hear the dispensation of the will. I'd get these loose ends tidied up with mom's input on them, so you can continue to enjoy all the time you can with your mom, as her daughter ; ) Hope this helps in some way.
I am now power of attorney for two long-time friends of mine who have just moved to a memory care apartment in an assisted living facility and I have to decide what to do with a lot of the stuff in their condo. There is only 1 distant cousin involved and I turn to her for advice on family items. She is the second POA and we communicate a lot since she lives two states away. When it comes to the possible antique dining room furniture, her advice was to get it appraised and sell it. These friends will need all the money they can get to pay for their care. I like the idea of labeling the items that can't be chosen and let them decide what is most meaningful to them. They may have dollar signs in their eyes, but they may also just want things that remind them of your mom, which is a tribute to her.
Some owe money, so that needs to come out of their share first. I could only hope there would be enough to cover those situations.
I live with him, so protecting and handling property & physical assets will be interesting, at best when I am appointed Executrix.
You need to prepare an inventory of the property and determine its market value. Obviously there will be some items of marginal or indeterminate value that could be donated or disposed of.
The siblings have NO voice and NO rights to any of her property. Period!! If any of them go on and take anything, it is theft pure & simple. You could offer to let them purchase whatever items they may want, but you really cannot allow them to raid the house. It should be noted also that gifting personal property at this time might have some legal implications if that property has a material value.
Take care & I wish you the best of luck. Dealing with family can be ugly. Hope, if they try to give you problems, you will tell them you're performing your legal duty & they can go blow it out their ditty bag. ☺️
My partner has stated in his Will that ALL personal property is mine. Antiques included. BUT, if I sell anything, I will receipt the item. I refuse to have someone come at me after I loose him and start fighting me in public in a courtroom. It is going to be a tremendous job to sell everything. He gives away things now and then as he should. They belong to him at this point. If I wanted anything, I would speak up and that item would go to me. I spent hours going thru E-bay and checking antique prices. I will not give those away, even to the family. They will buy them if they want them. I will be on my own, by myself after he passes. I am 73. I will need as much as he can leave me to take care of MY care. ONE THING I DO NOT UNDERSTAND... I know what a POA is, but DPOA? What is the D? Being as his SON hates me, I will be changing the locks on the doors of the home. Between his niece and his son, my work is cut out for me. But, it is all in writing. I am going to make sure of one thing. I am his partner, not wife. We have been together for 8 years. He could live much longer, who knows. But, I am going to verify with the State their standing on Partnership, which I am told is recognized in Oregon. Aside from Niece and his one son, the rest of the family will be civilized. Most are in German.
Best wishes
You may even discover an old letter from your grampap to gramma in the pages. Don't be hasty in tossing out old bank ledgers, or boxes of greeting cards..sift through them and find letters to the old country relatives...or signatures on important financial documents worth heirloom status. My dad's been gone nearly 20 years...we still have his golf clubs and bowling balls. and I recently found a box of old bank ledgers with house payment receipts for the family homestead...Heirloom Worthy.
This idealism that 'everything must be sold'...is not fair to those who would like something to remember them by from their parents belongings. Furniture, kitchen items, curtains, bed linens, handmade quilts that gramma made, jewelry, and much more should have been listed on paper and decided upon which child, grandchild gets it.
That's what my mom is doing. She's 91 and we have a growing list of her belongings that date back to items she gained from her grandmom. My mom recently sat with my daughters showing them her collection of jewelry from her youth through present. My mom told them to choose a few pieces they want and it will be logged on paper/codicil that they receive it when that time comes.
Heirloom hunt. Ask your mom about family heirlooms that she may want to gift to someone specific. Get the conversation started and allow her to say, 'So and so can have this...'. You can even use this list as a Codicil(additional modification to her Will) for those that do not live close by..like older grandkids. (these items can be hauled to a storage locker and you can keep it till that time comes after her passing to distribute them as heirlooms to the grandkids since most may be young, college bound, and don't have places of their own yet.
Allow your siblings to choose a few items from a list you and your mom set up as items to pass down to others leaving out items definitely going on the 'sale/auction block'. Set a limit as to how many items they each get depending on what it is. jewelry...if it's a complete set count it as 1 item(necklace with matching bracelet/earrings/rings). If quilts with shams...1 item right there because it's a matching set.
As per furniture...most kids won't want the furniture so another option is to find an antique dealer or two and get an offer quote from them to buy the antiques from you.
After you, your siblings, nieces/nephews, your kids, all immediate family has their max of 2,3, or 4 items each to take to continue to use(eg: kitchen items/china/dinnerware) and remember her by, put the remaining belongings up for an estate auction/sale.
I think if you refused to allow your siblings to choose a few items of remembrance...or perhaps they can take items and use them....you may find yourself on a bitter end of a contested battle between family and estate. Thereby causing a feud and anger to arise when there needn't be.
You mentioned a sewing machine...does anyone in your family have a arts and craft talent? If they are creating things with material...then they should be allowed the machine. Does anyone in the family exercise religiously...then they should have first dibs at the exercise machine. Bottom line is this...family has first dibs at things before selling anything.
Good luck with this quest. Hope I have enlightened your quandary and given you some ideas to at least lessen the possibilities of a bitter family feud.
Them, as you said "put in your basement , give to them when you have time ".
You are the POA, you are handling "all" the hard work, amongst now dealing with preparing to get the home & items sold to have enough money
For her care .
They "all" had opportune times to handle this job as a POA, and it is an actual job .
If they don't like it, too bad. "Your mothers care is the main priority , not greedy siblings stepping forward wanting this/that Bologna ".
You already made a smart statement, put the items in your basement that your mom requested for them....."and work on getting the rest sold, because then you have to get it on the market and go through all of that as well"!
Been in this position your in with my mother in law , now have last parent (FIL) under our roof , and I'll be damned if we go through that nightmare again dealing with siblings more than capable to care for a parent but chose not too!
1.) Review with your mother what is on the Personal Property List and if she wants to add anything else. Are the items on the Personal Property List in her will left to specific family members? Is there anything left after the items on the Personal Property List that are worth anything?
2.) Remove everything on the Personal Property List from the house to a secure location, and don't tell your siblings what that secure location is.
3.) Ask your siblings to write down which items they are interested in. Explain to them that opening the door to her house is not going to be a free-for-all & opportunity for them to get into a fight over their mother's possessions.
4.) Bring the list to your mother. Have her decide who is going to get what is left over from the Personal Property List in the will.
Additionally, I would get more concrete directions from your mother other than "get the house ready for sale". Ask her SPECIFICALLY if she wants to put the house on the market, when she wants to do that, how much she wants to ask for the house. Also let her know that the ALF/SNF is going to take EVERY PENNY of what she gets from the sale of the house, and when it's all gone then she'll go on Medicaid. Telling you to "get rid of stuff" is far different from putting the house on the market. You don't technically have to "get rid of stuff" to sell your house. Ask her if she wants you to meet with a real estate agent to put the house on the market or if this is just a "de-cluttering" move because she thinks she is going to return to her house at some point.
Also i found it was far easer to contact an auction house and let them come and take remaining stuff after everything you want saved is removed. They will take everything even the sheeer junk and save you a lot of time, energy and pay you besides.