Assets, expenses & how to calculate conpensation

Assets, expenses & how to calculate conpensation

Author
Discussion

bga

Original Poster:

8,134 posts

250 months

Tuesday 24th November 2015
quotequote all
Hi All.

A member of my extended family found themselves as primary carer for their mother. While caring for the mother they spent a fair amount of their own money on improving her home, replacing cooker, washing machine etc.

Now the mother is dead the siblings are looking at compensating the family member prior to the estate being divided.

Taking an example of £250 being spent by the carer on a washing machine. Should they be recompensed for the full value considering that it now becomes part of the estate and they are also due 1/3rd of the estate after care costs have been sorted out.

Is there a standard way of dealing with this? Any thoughts/links/references gratefully received.

alfie2244

11,292 posts

187 months

Tuesday 24th November 2015
quotequote all
As they were good enough to act as primary carer, perhaps ask how she / he would like it dealt with....just a suggestion.

Some Gump

12,671 posts

185 months

Tuesday 24th November 2015
quotequote all
I'd say person who paid out gets paid back, then split estate as normal.

If you did it the other way, the career would lose out.

Simpo Two

85,147 posts

264 months

Tuesday 24th November 2015
quotequote all
bga said:
A member of my extended family found themselves as primary carer for their mother. While caring for the mother they spent a fair amount of their own money on improving her home, replacing cooker, washing machine etc.
Why was the mother's money not used for these purchases - or was there none?

I think the carer should either be reimbursed by the estate or offered the goods, whichever they prefer.

bga

Original Poster:

8,134 posts

250 months

Tuesday 24th November 2015
quotequote all
alfie2244 said:
As they were good enough to act as primary carer, perhaps ask how she / he would like it dealt with....just a suggestion.
That was my suggestion. The other siblings are trying to make life difficult for her. I am trying to offer an impartial view to see if an agreement can be made without resorting to arbitration.

bga

Original Poster:

8,134 posts

250 months

Tuesday 24th November 2015
quotequote all
Simpo Two said:
Why was the mother's money not used for these purchases - or was there none?
The mother had no money, the house was the only asset.



bga

Original Poster:

8,134 posts

250 months

Tuesday 24th November 2015
quotequote all
Simpo Two, Some Gump, thanks for the info. That sounds sensible (shame sense flys out the window in cases like this).

alfie2244

11,292 posts

187 months

Tuesday 24th November 2015
quotequote all
bga said:
That was my suggestion. The other siblings are trying to make life difficult for her. I am trying to offer an impartial view to see if an agreement can be made without resorting to arbitration.
What a shame these sort of things happen like this.

Not sure about home improvements but could the goods be hers anyway if she has the receipts?

They should be grateful she was prepared to put their / her parents 1st and perhaps consider paying her for he services.... private care / nursing homes etc don't come cheap and would have made a big dent in any inheritance.

bga

Original Poster:

8,134 posts

250 months

Wednesday 25th November 2015
quotequote all
Alfie, I agree. It's quite ridiculous.

Everything has receipts. It is a shame that it comes down to this between family members.


AyBee

10,522 posts

201 months

Wednesday 25th November 2015
quotequote all
She's spent money IMPROVING the property so that the rest of you get more value out of it - sell the property, refund carer, split the rest, job done biggrin