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Nov. 24, 2009
Rabbi Avi Shafran : The Atheists' unintended gift
JWisdom.com: You are a Philanthropist with Aliza Bulow (5 minutes)
Nov. 23, 2009
JWisdom.com: Actually, it really is all about you with Rabbi Lawrence Hajioff
Nov. 20, 2009
Rabbi David Aaron: How to make every second of your life come first
Caroline B. Glick: Whither American Jewry
Nov. 19, 2009
Binyamin L. Jolkovsky: Please Listen to this Godcast (5 minutes)
Jonathan Tobin: ADL Crosses the Line with Report Bashing Obama Critics
Nov. 18, 2009
Rabbi Yonason Goldson: What Judaism has to say about the secret of the Mona Lisa's smile
JWisdom.com: The (Jewish) Dating Game with Rabbi Lawrence Hajioff (8 minutes)
Nov. 17, 2009
Steven Emerson: How Does the 4th Amendment Impact Terror Finance Investigations?
JWisdom.com: If Frank Sinatra married Edith Piaf with Rabbi Y.Y. Rubinstein (2 minutes) Life lessons from what would be regarded as the most inappropriate lyrics ever sung
Nov. 16, 2009
The Jewish Ethicist by Rabbi Dr. Asher Meir : When borrowing is stealing
JWisdom.com: Deconstructing faith with Rabbi Warren Goldstein (9 minutes)
Nov. 13, 2009
JWisdom.com Sarah's subjective reality with Rabbi Sroy Levitansky ( 6 minutes)
Caroline B. Glick: Obama's failure, Netanyahu's opportunity
Nov. 12, 2009
The Kosher Gourmet By Marialisa Calta : A sweet sweet potato treat
JWisdom.com Does God get tired? with Rabbi Harvey Belovski ( 5 minutes)
Nov. 11, 2009
Rabbi Avi Shafran: Jews and money: When anti-Semitism isn't
JWisdom.com Marriages are not made in Heaven with Rabbi Lawrence Hajioff (VERY fast 15 minutes)
Nov. 10, 2009
Michael Doyle: Author of book exposing CAIR ordered to remove supporting documents from Web
JWisdom.com If the creation so loudly shouts the existence of the Creator, why aren't more people believers? with Rabbi Naftali Brawer (9 minutes)
Nov. 9, 2009
Mark Steyn: Shooter exposes hole in U.S. terror strategy
JWisdom.com It's never too late to have a happy childhood with Sarah Chana Radcliffe (5 minutes)
Nov. 6, 2009
Rabbi Berel Wein: Choosing to hear
JWisdom.com Zero to 1/60th: How to Empower An Hour with Gavriel Aryeh Sande (7 minutes)
Caroline B. Glick The mullahs' big week
Suzanne Fields A Fallen Wall for Fallen Man
Nov. 5, 2009
The Kosher Gourmet: Three scrumptious -- but simple -- butternut squash dishes
JWisdom.com Hidden Hints: Unlocking Faith & Prayer with Rabbi Jay Yaacov Schwartz (10 minutes)
Nov. 4, 2009
Tom Hamburger and Kim Geiger: Should prayers be covered?
JWisdom.com When God played peacemaker With Rabbi Sroy Levitansky (5 minutes)
Nov. 3, 2009
Martin Peretz: Beware, Barack. Beware, Rahm. Beware, Axelrod
JWisdom.com Are you are closet idolater? With Sara Yoheved Rigler (10 minutes)
Nov. 2, 2009
Paul Greenberg: The Holocaust is now on Facebook
JWisdom.com Abraham's Strange Change With Rabbi Yitzchok Fingerer (5 minutes)
Oct. 29, 2003
Mortimer B. Zuckerman: Graffiti On History's Walls (MUST-READ!)

Jewish World Review Dec. 10, 2007 / 1 Teves 5768

What is a ‘fair share’ of the will?

By Jan L. Warner & Jan Collins


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http://www.JewishWorldReview.com | Q: My father-in-law and mother-in-law, both in their mid-80s, died within six weeks of each other after long illnesses. They both died at home where they wanted to be.


At my husband's request, I stopped working at a local hospital where I had been employed as a nurse four years ago to basically care for them full time. I did everything from taking them to their doctors, which was no easy task, to coordinating sitters to handling their medications. In short, I wore myself out looking after these folks 12 to 16 hours a day. I lost income from my job, lost retirement and lost contributions to my Social Security. If I had not stepped in, my in-laws would have gone to nursing homes at much greater expense and at less quality of life than they had at home. His parents told everyone who came to visit them that had it not been for what I did for them, they don't know what they would have done, and that they wanted to make sure I was taken care of financially.


On the other hand, my husband has two siblings who live halfway across the country who did absolutely nothing to help these people during the last three years except breeze into town once or twice a year, go out to eat, and spend little time with their parents. Now that they have passed, however, it is a different story. They are here with lawyers wanting audits of everything. My in-laws had old wills leaving everything to the other and then to the children equally. In retrospect, my husband could have taken them to a lawyer to get new wills, including for me, but that never crossed our minds. Their care was the most important thing.


I was not going to ask for anything, but now that the sibs are torturing my husband and me and not being thankful for the sacrifices we made, I would like to know if I can make any type of claim for what I did.


A: With significant portions of care for the elderly being provided by family members, these issues arise more regularly than you may think. Those who are not directly involved in the caregiving process generally have no idea what it takes and, after the fact, think a pat on the head and "thank you" are sufficient remuneration, not considering the savings generated by intrafamily care.


That said, there are two ways to make a claim: 1) a contract with your in-laws, which obviously you don't have; or 2) a claim for services that allows you to recover the value of your services, based upon your work, to prevent unjust enrichment of others.


Generally speaking, to recover any money, you must prove that 1) you provided a benefit for your in-laws, which they realized, and that 2) it would be inequitable to allow the beneficiaries of their estates — including your husband — to divide the estate without paying the value of your claim.


If you were a family member without a contract, it would be presumed you provided the services gratuitously; however, where, as here, as a daughter-in-law, you did not owe a legal or moral obligation to provide any such services, it is presumed that you did not render your services gratuitously.


An actual contract to pay for your services need not be shown to entitle you to compensation.


Taking the NextStep: There are specific claim procedures in probate courts that must be adhered to, so contact a lawyer knowledgeable in this area. Because of space limitations, we will complete this answer next week.

Every weekday JewishWorldReview.com publishes what many in in the media and Washington consider "must-reading". Sign up for the daily JWR update. It's free. Just click here.

JAN L. WARNER received his A.B. and J.D. degrees from the University of South Carolina and earned a Master of Legal Letters (L.L.M.) in Taxation from the Emory University School of Law in Atlanta, Georgia. He is a frequent lecturer at legal education and public information programs throughout the United States. His articles have been published in national and state legal publications. Jan Collins began co-authoring Flying SoloŽ in 1989. She has more than 27 years of experience as a journalist, writer, and editor. To comment or ask a question, please click here.

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