BEQUEATHING OUR HEIRLOOMS – A BLENDED FAMILY’S SOLUTION AND AN AUTHOR’S SOLUTION

Heirloom bone 001

*Heirloom = (1) Any piece of property that goes to an heir as part of an estate; or

(2) Any treasured possession handed down from generation to generation.

             (* from New World Dictionary of the American Language, Second College Edition)

We hope to avoid any  haggling over the “heirloom bones” by our descendents after we have passed away. Just reading about what is going on now in South Africa over the literal bones of Mandela’s relatives and, probably, over Mandela’s eventual burial place gives us the creeps. That news has been timely as we’ve immersed ourselves in research and discussions about end-of-life decisions this past month. Being a blended family brings some unique considerations to the fore. Both of us were previously widowed after long first marriages and have now been married to each other for almost ten years. At 70 and 81 years of age, having both experienced some serious health crises in the last several years, we found that it was time to re-do our wills and also to complete Enduring Powers of Attorney (granting financial control to a trustee if we became incapable of handling our affairs) and Representative Agreements (the name for “living wills” or end-of-life directives in our province of British Columbia).

This brings up a special problem that many blended families face, especially those of us who had a second marriage later in life, have grown children (grandchildren and even great-grandchildren) from our previous marriages and have brought a significant amount of “items” into our joined household from our previous households.  What happens to those items we each brought into the marriage, especially those items that one would consider a family heirloom? Normally, if one spouse dies, everything remains with the surviving spouse. However, for us, we needed to consider what would happen to the “Morrans family items” for instance, if Ian should die and Gayle survive? Or what would happen to the “Johannesson family items” if Gayle should die and Ian survive? These items do not have a great financial value; however, we and our families attach a great deal of sentimental value to them. Our solution was to specify in our wills that when each of us dies, those items that were brought into our marriage from the previous marriage be given to our own children from that marriage at the time of our death and not be retained by the surviving spouse. We feel that can avoid potential problems for all parties in the future.

A second problem was what to do about copyrights that belong to an author of published or unpublished works when that author dies. Thirdly, because Gayle has specific religious concerns, she also wanted to completely plan out her funeral and we both wanted to leave specific instructions for disposal of our bodies. We will share our solutions to the blended family problem first.

When we married in September 2003, Ian had been retired for several years but Gayle was still working, not yet having reached retirement age. She continued to work until taking an early retirement in July 2004. We had sold Ian’s house just after our marriage and Ian had moved into Gayle’s house with some of his furniture and household items but had given a lot of such items to his family members who lived in the same town. We had bought a large motor home and planned to drive it to Mexico to see if we wanted to retire there permanently. Thus, we decided to sell most of the furniture and household items, retaining those most important to us which we put into storage, intending to have it sent to Mexico if we decided to stay there permanently. After a year we decided that we preferred to return to Canada but to another province where the weather was more desirable. It took another year and a half to get organized, put our Mexican house up for sale and finally sell it. Now, here we are in British Columbia with a house full of “his”, “hers” and “our” stuff. We wanted to be sure that the “his” and “hers” stuff would eventually be given to “his” or “her” appropriate family members.

Gayle worked for several long days going through everything and making two lists of the appropriate items. Then we worked together to designate how the items would be divided amongst our various family members.

This is the wording with which we began our list:

LIST OF ARTICLES AND BENEFICIARIES* – For Wills of Gayle & Ian Moore-Morrans
*This is an addendum to the Wills of Gayle Irene Moore-Morrans and Ian
Moore-Morrans. We are listing only those items that we wish to bequeath 
which we each brought into our marriage in September 2003 from the families
of Gayle Irene Moore Johannesson and Ian Morrans. Any items not listed here 
are to be considered Moore-Morrans estate residue. A list of family members 
to whom we wish to bequeath these items is on page X.

The following headings were listed at the top of each page:

ITEMS          FAMILY  ITEMS               BENEFICIARY         LOCATION
            Johannesson  Morrans

The following categories were used to list the items:

FURNITURE
CARPETS & FLOOR COVERS
HOUSEHOLD LINEN
CLOTHING & SHOES
DISHES, CHINA, FLATWARE, SERVING PIECES
JEWELRY/WATCHES
ARTWORK
HEIRLOOMS
COLLECTIONS (BOOKS, COINS, CDS, DVDS, ETC.)
TOOLS

At the end we listed the designated recipients of each family’s heritage item and their family relationship to us plus their date of birth:

Example:

Daughter of Gayle Moore-Morrans: Jane Ann Doe, neé Johannesson, DOB Jan 00, 1977

On another subject, that of choosing our trustees (for the wills) or attorneys (as our representative is listed for the Enduring Powers of Attorney) or “representative” (for the Representation Agreement), we decided to each list each other as first trustee/attorney/representative and then, if we were unable to act for the other as in the case of death or disability, to name Ian’s son-in-law for him and to name a local friend for Gayle as she has no direct relatives in Canada.

As a proper Lutheran Celebration of Life (funeral) is important to Gayle, she has also added as an addendum to her will complete instructions for such a service plus a service of committal and disposal of her body.

Ian has left the choice of funeral or memorial service and disposal of his body to Gayle, if she survives him, and to one of his daughters should Gayle not survive him.

We both have included in our wills instructions that our bodies be cremated and have designated appropriate urns to be used from Gayle’s vase collection.

As Ian has published a number of works and written a number of others which he hopes to publish, his will designates that all copyrights, including moral rights, to all his published and unpublished works as defined in the Copyright Act, RSC 1985, c D-42, be transferred to Gayle or, if she does not survive him for 30 days, then to his daughters in equal shares or to their children if one or both of his daughters do not survive him. A list of his published and unpublished works is added as an addendum to his will.

We want also to point out a particular blogger who has two very informative sites about end-of-life topics which we have found valuable. Julie Hall’s two sites are:

http://www.estatelady.wordpress.com The Estate Lady Speaks: Compassionate Advice for Dealing with a Lifetime Accumulation of Stuff

http://www.alzheimercaregiver.wordpress.com In the Trenches: The Alzheimer’s Support Blog for Caregivers

7 thoughts on “BEQUEATHING OUR HEIRLOOMS – A BLENDED FAMILY’S SOLUTION AND AN AUTHOR’S SOLUTION

  1. We are in the process of doing just that. I have given some of my personal treasures to the person I want to have. When my husbands parents passed away they returned the articles to the person who gave it. If that person didn’t
    want it, they would offer it to someone and so on…

    Like

    • Good ideas. The problem can be if the heirloom was not a gift from someone to whom you can return it or came down from departed ancestors and several descendants want it. We find its better for us to designate who gets what than to anticipate arguments and hurt feelings later.

      Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s