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To resolve acrimonious dispute between sister & myself as executors?

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  • Alphatauri
    Alphatauri Posts: 127 Forumite
    Third Anniversary 100 Posts Name Dropper
    CarterUSM may I suggest you go back and read your original post which strongly implied a one off situation at your Dad’s funeral and it all spiralled from there. Not once do you mention historical issues or your sister being physically aggressive. We can only give advice based on what you tell us and from our own personal experiences. 
    Your initial post painted a very familiar picture, hence the responses you got.

    Your update does paint a different picture of a declining relationship with your sister over a period of time rather than a one off situation at a time of highly charged emotions. 

    I still feel incredibly sorry for your Mum who is in the middle of all this.

    There are two issues here, ensuring your Mum is looked after and what happens after she is no longer here.

    With regard to your Mum’s will I would consider if it might be easier to avoid conflict if none of you are executors or if all 3 of you are executors plus a fourth executor. This additional executor should be some one who is trusted by your Mum and all 3 of you e.g. a cousin, god child, family friend. This could resolve any worries your Mum has about difficulties after she is no longer here. 

    You may not be aware but even if you use a solicitor or a someone else as executor there is a lot of work family members have to do gathering paperwork etc. Your sister is likely to be best placed to do this, but you could help when you visit your Mum by making sure she has a good filing system and record any gifts she gives - you need this for probate. 

    In terms of looking after your Mum there is the business side and the physical side. This is underlined by there being two types of POA, 
    • health and welfare
    • property and financial affairs.
    You and both your siblings can be appointed POA to act jointly and severally.

    In terms of property and financial affairs the internet has made a huge difference, a lot can now be done online with all 3 siblings having access as POA.  Typical household bills can have on line accounts which the POAs can administer, insurances can be done on line as well as managing savings and investments. Shared spreadsheets set up so you all have transparency means you will have much of the paperwork ready for probate. You should be able to do this from Cyprus and take some of the weight of your sisters shoulders. 

    In terms of health and welfare, your Mum can set out her wishes but in practice your sister will end up doing the bulk of this. As I and others have mentioned visiting for two weeks to give your sister a break shows a real commitment to helping out. I assumed you were working in Cyprus and whilst I appreciate this is your holiday your sister deserves a proper break. Other options you could do from Cyprus is helping to arrange carers, respite care, on line shopping etc.

    Another thing you can do, not now as your fathers passing is so recent, is talk to your Mum about her wishes for her funeral and get them documented. My parent planned their own funeral and it was so nice when people said how lovely it was. We also discussed where my parents ashes would be put, recognising that my second parent would want their ashes to be with them. This all takes time but you can do this over the phone and type it up for your Mum so she can put it with her will and it will hopefully avoid conflict over her funeral.

    I think if you can be pro active and do things which lessen the burden on your sister rather than saying tell me what to do you may be able to rebuild the relationship so it is at least cordial.

  • You have said your sister has mental health problems, if she is not fit to carry out 'duties as executor' then why is she fit to look after your mum?  If she is aggressive is your mum safe?

    Sorry to hear you are not having an easy time in Cyprus, you have said you want to make sure your mum's wishes are carried out, is it something specific you are worried about?

    As you said, you will not 'get rich' from your mum's estate, is it worth upsetting yourself if it is not case of the amount of inheritance?

    Can you take a couple of days unpaid and come over for a long weekend?  (If you are not self-employed), I know Cypriots are family orientated if you need help can you ask? 

    Can you bring your mum to stay with you for a while, give your sister a break, airlines are very good at assistance flights, I know a wheelchair user who's a pensioner they travel to Australia to see family?
    MFW - 01.10.21 £63761   01.10.22 £50962   01.10.23 £39979   01.10.24 £27815. 01.01.25. £17538
    01.03.25 £14794.    01.04.25 £12888
    01.05.25. £11805. 12.05.25  £9997   05.06.25  £8898. 
     01.07.25. £7975  01.08.25 £6968

  • sevenhills
    sevenhills Posts: 5,938 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    You have said your sister has mental health problems, if she is not fit to carry out 'duties as executor' then why is she fit to look after your mum?  If she is aggressive is your mum safe?

    I have a relative that has mental health issues who is looking after her 96 year old dad. She is not the right person really, but she does her best.
    Her brother tries to keep away, even though he lives close by.
    He has got to an old age, but the care they receive does make a difference.
  • You have said your sister has mental health problems, if she is not fit to carry out 'duties as executor' then why is she fit to look after your mum?  If she is aggressive is your mum safe?

    I have a relative that has mental health issues who is looking after her 96 year old dad. She is not the right person really, but she does her best.
    Her brother tries to keep away, even though he lives close by.
    He has got to an old age, but the care they receive does make a difference.

    I agree, it's just that the OP has put a big emphasis on his sister's mental health, no wonder she is feeling the strain if she is on her own.  
    MFW - 01.10.21 £63761   01.10.22 £50962   01.10.23 £39979   01.10.24 £27815. 01.01.25. £17538
    01.03.25 £14794.    01.04.25 £12888
    01.05.25. £11805. 12.05.25  £9997   05.06.25  £8898. 
     01.07.25. £7975  01.08.25 £6968

  • Pennylane
    Pennylane Posts: 2,721 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    Just one thing which may have happened to provoke things at the funeral.

    When I was caring for my dad one of my sisters lived about 3/4 of an hours drive away and did very little to help always using the 'By the time I get home from work and drive over' etc, etc.


    Now I appreciate that it was a distance for her but what really annoyed me was that when she did make the effort to drive over dad would be so pleased to see her that she would be treated like royalty and dad would tell everyone who would listen that 'Our ********* came all the way over to see me yesterday'. She would make a brew and sit with him for a couple of hours but do nothing else whilst I was the one shopping, cleaning, bathing him, arranging everything, paying his bills, etc,etc but all that was overshadowed by her managing to put in an afternoon's effort.

    So I'm wondering if perhaps at the funeral, people who had not seen you for some time as you live abroad were so pleased to see you that they started to make a fuss of you being there and that perhaps that built up a resentment in your sister. 
    As in, she had been carrying the can and you were getting the glory. If that makes sense.
    I have two friends who have been through the same with “helicopter” siblings. Because they visit so infrequently a big fuss is made of them whereas the one who is on call 24/7 and does everything almost becomes a part of the furniture.  It does lead to bad feeling because the one who does everything never has a day off, puts off having surgery herself, neglects her own home etc.  
  • Pennylane
    Pennylane Posts: 2,721 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    Reading through your posts again I honestly do not think you and your sister would be able to work together as Executors.  I have been through a very similar scenario which has meant years of paying solicitors, frozen accounts, unbelievable stress and heartache and probate not being granted until years later which left little time for grieving.

    If you don’t talk to each other how do you think you are going to access paperwork which you will need and which your sister likely has.  There is a hell of a lot of work involved in being an Executor so I think your sister plus a solicitor might be the best way forward. 


  • Savvy_Sue
    Savvy_Sue Posts: 47,340 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    CarterUSM said:

    Just to recap: my brother and I have always understood that the burden of care would fall on my sister, that we have both been grateful for everything she has done, and we have told her accordingly on several occasions. I had made it clear on several occasions beforehand that I would be willing to help with organising/arranging anything around the funeral. Just to make it clear – myself and my wife live and work in Cyprus. We are not having an easy retirement by the sea sunning ourselves on a beach, as some here seem to be implying. We cannot come back on a regular basis. Do you really think that if we had been in the UK, that I would not have gone down to visit my mum often? Do you really think I am not trying to be proactive when it comes to caring for her?

    So, you always understood your sister would take care of things. Fortunate indeed that she's been on hand to do so. Our point is that you do not seem to have any appreciation of what that burden of care does to someone. 
    CarterUSM said:

    My relationship with my sister is damaged beyond repair. There is no question of us getting together any time soon to discuss anything. She has made it clear where she stands, and I certainly do not want to have any contact with anyone who makes me feel so anxious and bad about myself without any justification for doing so. Basically I want as little as possible to do with her. Now hopefully you will appreciate my concern about her being nominated as an executor.

    No problem. If you are both nominated as executors, you should renounce and leave her to it. You then need have nothing to do with her. After all, you won't be able to do any of the practical work involved in clearing your mother's house (a physically and emotionally exhausting experience) if you can't leave Cyprus, and you won't be able to attend a solicitor's to sign the oath once you're ready to apply for probate if you can't leave Cyprus.
    CarterUSM said:

    It is not about me wanting to ‘control’ the situation. None of us stand to get rich from the proceeds of my mum’s will when she does eventually die. It’s about wanting to ensure Mum’s wishes are implemented in full, without being unduly influenced by anyone.

    and if you can't visit your mother on at least an occasional basis how are you going to have any idea of what your mother's wishes are? 

    I'm sorry you think we're ganging up on you. We can only go by what you give us, and what you gave us didn't look pretty. Are you able to at least try to put yourself in your sister's shoes and see how this looks to her? "They offer help, but if they're not HERE it's hard to see what they think they can do. They've always assumed I'll take care of mum, but they have no idea what that actually means. I am so tired, I have no time to live my own life, I can't even think about what might help, and if I don't show my gratitude for their offers of help then I'm over-emotional and mentally unstable if I snap. I am dreading mum making me and C joint executors, he won't be here to help with the practical aspects of the job and yet he'll want to check every little thing I do and check I'm doing it right." 

    Would your brother be able to act as a mediator? 
    Signature removed for peace of mind
  • p00hsticks
    p00hsticks Posts: 14,449 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    Savvy_Sue said:
    you won't be able to attend a solicitor's to sign the oath once you're ready to apply for probate if you can't leave Cyprus.

    It's no longer necessary to physically go along to swear an oath when applying for probate in England and Wales - that was done away with a few years ago and the probate process can be completed by post or online now 

    But as others have pointed out, an executor has much to do prior to getting to that point which can't easily be done from abroad - sorting out paperwork, clearing the house, etc which makes it much simpler to have an executor based in the same country as the deceased.   

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