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Nov. 24, 2009
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JWisdom.com: You are a Philanthropist with Aliza Bulow (5 minutes)
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JWisdom.com: Actually, it really is all about you with Rabbi Lawrence Hajioff
Nov. 20, 2009
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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. 17, 2007 / 8 Teves 5768

Pat on head no compensation for caregiving

By Jan L. Warner & Jan Collins


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http://www.JewishWorldReview.com | We recently responded to a question from a nurse who stopped working at a hospital to care for her mother-in-law and father-in-law for four years, and to enable them to die at home after long illnesses. While putting in 12- to 16-hour days for no pay, she lost her income, retirement and contributions to her Social Security.


While her in-laws intended to take care of her financially, they put nothing in writing and she had no contract. Then, after the second death, her husband's siblings came in to claim their equal shares under their parents' old wills. Her question: "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: As we said in the last column, there are two ways to make a claim: a contract, which wasn't the case here; or a claim for services that allows one to recover the value of one's services, based upon work.


To recover any money, the daughter-in-law had to prove that she provided a benefit to her in-laws, which they realized, and that it would be inequitable to allow the beneficiaries of their estates to divide the estate without paying the value of your claim.


Now, to elaborate: Without a contract, a person who renders valuable services can still seek the value of those services by filing a claim against the estate in what is called "quantum meruit." In order to attempt to collect, the claim must be filed against the estate during the statutory claims period, which may vary from state to state. For that reason, it is imperative that you retain an attorney to handle this for you because if you miss the filing deadline, you won't be able to collect. While the post-filing procedure may also vary from state to state, an experienced attorney will be able to shepherd you through the process.


How far back can you go to make a claim? According to the law of most states, there is no statute of limitations when it comes to making equitable claims like this. Otherwise, beneficiaries like your husband's siblings would be unjustly enriched by the inheritance because, had you not performed four years' of service to keep their parents at home, their estates would have been diminished by the cost of a nursing facility or round-the-clock care.


Since you, as a daughter-in-law, did not owe a legal or moral obligation to provide these services to your in-laws, you should be able to secure compensation for what you did. But how do you prove the value of what you did?


First, calculate everything you did on a daily basis, including the number of hours that you spent each day — either at your in-laws' home or that you were available. Then, determine, based on the marketplace, how much per hour your in-laws would have had to spend to pay individuals to do what you did. Remember, however, that some of the tasks you performed would be compensated at the same hourly rate as a private duty nurse, while other tasks would be compensated at sitters' or aides' hourly rates.


Since your calculations should include interest that could have been earned on the sums you should have been paid, it is probably a good idea to enlist the services of a forensic certified public accountant to make these calculations for you.


Taking the NextStep: Remember that if you are successful, every penny you receive will be taxable income to you and, as such, you will be required to pay not only income taxes, but also FICA, Medicare and possibly other expenses, so try to have all of these deductions built into the calculations. Finally, a word to the wise: If you are going to provide assistance to individuals who say they intend to compensate you, have a contract prepared up front.

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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