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AIBU?

Share your dilemmas and get honest opinions from other Mumsnetters.

Do I have a right to be annoyed?

157 replies

somewhatmiffed · 24/07/2024 15:49

Two sisters
Anne - 55 years old, single, owns a house with 120k outright, works 30 hours a week,
Sue- 42 years old married with 3 kids, two are now adults one is a child and severely disabled. Have a mortgaged house £150k. Works very part time due to youngest needs.

When their mum died she left her share in the the house to their dad and bequeathed money to Anne and sue (50k each ) and each the grand kids (20k each) The adult twins got their money direct, the younger child's money went in a account for him. The twins were 18 at the time so they bought driving lessons/cars and did a gap year travelling plus some designer hoodies.

Dad has a mirror will so when he dies his children get 50k each, grand kids 20k each. The house has been left to Anne and Sue and any remaining funds will also go to them.

Anne has at times expressed annoyance at this seeing it as Sue getting 60k more. She feels it should be split 50/50 and then Sue give from her share.

Recently dad mentioned changing his will so it's split 50:50 to Sue and Anne. He asked Sue what she thought, she said it's his money , his choice but the twins would probably be upset as they have been previously told about the inheritance (by their grandmother)

Sue knows that Anne has been saying something as it's not something dad would just think of.

Also to mention Anne lives other side of country and visits 3 times a year. (Although does ring weekly) Sue cares for her dad - shopping/paying bills etc. visits a couple times a week, grandchildren probably see him around once a month.

Is Sue right to be annoyed for the Will is changed?

OP posts:
TargetPractice11 · 25/07/2024 13:23

Who is your sister leaving her estate to?

She might leave everything to your DC and they will be better off in the long run.

somewhatmiffed · 25/07/2024 13:00

rookiemere · 25/07/2024 07:28

Normally I would say it should be split equally, but here Sue is doing quite a lot of looking after of her DF.

Care homes and carers will eat up any savings in a blink of an eye, so I feel the support Sue is providing should be acknowledged somehow. If DF has to go into a home the money will be swallowed up within a few months, so the discussions may be somewhat irrelevant anyway.

I think a equal split with sister is fairer but that dad should be able to make bequests to grandkids too

OP posts:
somewhatmiffed · 25/07/2024 12:56

CelesteCunningham · 25/07/2024 08:41

I think a smaller sum to grandchildren and then the rest split between children is a perfectly fair and normal way to write a will. It's the way my grandparents wrote theirs, as has my mum and I imagine I will too when I have grandchildren.

Grandchildren are separate people in their own right, not subsets of their parents and I think Anne is wrong to feel hard done by and very very wrong to put pressure on your dad.

But you would be wrong to put pressure on him to change it back, so what are you going to do. Personally, I'd give my DC the intended sums from my own share.

He's not done it yet. I'm going to say nothing. He's in his 80's he could live another 20 years, he could go into a care home. He might not do it and at end of day it's totally his choice. I'm not telling kids either.

He would need assistance to do it and I doubt he'd ask me so he would have to wait until Dsis visits at Xmas to take him to solicitors.

If he chooses to do it and I find out Dsis has guilted him into it I would definitely step back from the relationship. There's been other issues around how she treats me but this would be a big issue for me.

OP posts:
somewhatmiffed · 25/07/2024 12:47

Harvestmoo · 25/07/2024 09:54

I feel like I'd have a lot more sympathy to the twins in this situation if they hadn't already spent part of an inheritance on a gap year and designer hoodies. That's lovely but I think it's a bit ridiculous to suggest they really need this extra inheritance when those were their priorities. (And yes, I had access to money at 18 myself - I didn't touch it until I bought a house nearly 10 years later). Also ridiculous to bring in the fact Anne's house in unmortgaged - having children is expensive and she obviously hasn't had that expense! It was Sue's decision to have children and enjoy watching them grow up, but that comes at a financial cost.

That why I included it as yes it may have influenced the thinking. But they were 18 at the time and it's a lot of money to get. My mum wanted them to enjoy it. My preference would have been to keep it in trust until they were 25. But they are now late twenties and working hard/ saving for house deposits and weddings so they are in a very different place.

OP posts:
Projectme · 25/07/2024 10:36

I can see both sides of situation with OP and Anne but it's the fact that it's likely Anne has had a conversation with Dad about this which makes it all very distasteful and grubby. urgh.

If any of my kids attempted this kind of conversation with me, I'd make them very aware that they're not 'entitled' to bloody anything!

The absolutely fair thing to do would be to split the whole estate 50/50 and OP can decide how much of her 50% she gives to her 3 kids. That would keep Anne happy I guess but would definitely taint any kind of relationship the sisters might have for the future...hope anne would be happy with that.

rookiemere · 25/07/2024 10:33

Harvestfestivalknickers · 25/07/2024 10:17

I think Anne and Sue should keep their opinions to themselves. It's their fathers money and for him to distribute as he sees fit. No one has a 'right' to someone else's money.
I personally agree with giving some to the grandchildren as I think it helps them to get on in life, be it driving lessons, University, flat deposit etc. Leaving it to adult children who are already in their 50s/60s and have property etc while 'fair' just seems to leave money in the hands of the older generation who perhaps need it less.
I never inherited from any of my relatives, my mum and Dad inherited in their 70s and it's in the bank. Meanwhile the Grandkids are scrimping and saving for small flats, driving crappy first cars, paying off student loans.

This is such a difficult one.

If DS was to inherit from my DPs directly, he is likely to be in his early 20s and possibly would not make wise decisions with the money, whereas if we get it we would pay for house deposits, towards a wedding and other big events.

But we ourselves don't strictly need any inheritance and would plan to keep the majority for DS.

isthesolution · 25/07/2024 10:29

No one has a right to be annoyed other than the dad. It's his money. He can do what he wants with it and should be able to do that without pressure.

Turophilic · 25/07/2024 10:27

Anne is a stone cold bitch for trying to badger her father into changing his will in her favour.

The grandchildren are individuals with their own relationships with their grandfather. It’s perfectly reasonable they be left bequests as individuals. That isn’t “going to Sue” in any way.

It is fair that Sue and Anne have equal bequests. It is also fair that, aside from that, other people are left bequests as suits the one whose money this is anyway.

That can be grandchildren, dog’s homes, the neighbours’s cat, Elon bloody Musk. Whoever he likes.

Harvestfestivalknickers · 25/07/2024 10:17

I think Anne and Sue should keep their opinions to themselves. It's their fathers money and for him to distribute as he sees fit. No one has a 'right' to someone else's money.
I personally agree with giving some to the grandchildren as I think it helps them to get on in life, be it driving lessons, University, flat deposit etc. Leaving it to adult children who are already in their 50s/60s and have property etc while 'fair' just seems to leave money in the hands of the older generation who perhaps need it less.
I never inherited from any of my relatives, my mum and Dad inherited in their 70s and it's in the bank. Meanwhile the Grandkids are scrimping and saving for small flats, driving crappy first cars, paying off student loans.

WonderingWanda · 25/07/2024 10:14

If I were Anne's Dad I think I would tell her not to be so bloody ungrateful and that if she keeps on whinging she won't be getting anything. Not her place at all to say how the money is split.

In the grand scheme of things don't waste energy getting annoyed over it.

GabriellaMontez · 25/07/2024 10:11

Harvestmoo · 25/07/2024 09:54

I feel like I'd have a lot more sympathy to the twins in this situation if they hadn't already spent part of an inheritance on a gap year and designer hoodies. That's lovely but I think it's a bit ridiculous to suggest they really need this extra inheritance when those were their priorities. (And yes, I had access to money at 18 myself - I didn't touch it until I bought a house nearly 10 years later). Also ridiculous to bring in the fact Anne's house in unmortgaged - having children is expensive and she obviously hasn't had that expense! It was Sue's decision to have children and enjoy watching them grow up, but that comes at a financial cost.

You missed the bit about driving lessons and cars. Which sounds like a very sensible use of the money.

Also I'm not sure 'need' comes into this. None of them need the money.

KreedKafer · 25/07/2024 09:58

'Anne and Sue' both sound like pair of vultures who can't wait for their poor dad to die, to be honest.

Harvestmoo · 25/07/2024 09:54

I feel like I'd have a lot more sympathy to the twins in this situation if they hadn't already spent part of an inheritance on a gap year and designer hoodies. That's lovely but I think it's a bit ridiculous to suggest they really need this extra inheritance when those were their priorities. (And yes, I had access to money at 18 myself - I didn't touch it until I bought a house nearly 10 years later). Also ridiculous to bring in the fact Anne's house in unmortgaged - having children is expensive and she obviously hasn't had that expense! It was Sue's decision to have children and enjoy watching them grow up, but that comes at a financial cost.

GabriellaMontez · 25/07/2024 09:49

BettyBardMacDonald · 25/07/2024 00:12

Anne is right. Why should she be done out of family money because her sister chose to dilute her own resources by having kids?

Parents should always split the estate equally among children regardless of the children's life choices.

family money

Wtf? This attitude is grotesque.

It's the Dad's money.

Anne has no moral or legal right to it.

GabriellaMontez · 25/07/2024 09:46

YellowAsteroid · 25/07/2024 06:43

But you’re also trying to influence your father.

Tbf he asked her opinion.

Her response seems more than reasonable, esp as the GP had previously broached this with the twins.

susiedaisy1912 · 25/07/2024 09:46

My sis also dislikes that ddad gives us all £100 at Xmas and birthdays. She feels it should be per family and she should get £500. I think she genuinely doesn't recognise I don't get to keep my kids money it's theirs. Or maybe she feels like she's losing out because I had kids and we would probably get more at birthdays if it was just me and her.

I can see her point but it's just the way it is. My father gives each family member £100 at Xmas. My brother, his wife and their 4 children get £600 in total. I am single and have 2 children so we get £300 in total. On paper it looks unfair but in reality each family member receives exactly the same amount of money.

TSMWEL · 25/07/2024 09:31

BettyBardMacDonald · 25/07/2024 00:12

Anne is right. Why should she be done out of family money because her sister chose to dilute her own resources by having kids?

Parents should always split the estate equally among children regardless of the children's life choices.

Anne is wrong. It's up to the dad and the dad alone what he does with his money, and asking him to change his will is grabby and actually quite horrid behaviour.

If one of my kids came to me and told me to change my will because they thought it wasn't fair I'd end up leaving the lot to charity.

VerySadCase · 25/07/2024 09:21

rookiemere · 25/07/2024 07:28

Normally I would say it should be split equally, but here Sue is doing quite a lot of looking after of her DF.

Care homes and carers will eat up any savings in a blink of an eye, so I feel the support Sue is providing should be acknowledged somehow. If DF has to go into a home the money will be swallowed up within a few months, so the discussions may be somewhat irrelevant anyway.

As the sibling that does most of the care for my elderly parents, I disagree. It isn't transactional and I wouldn't want any recognition of it in the will. What I do for my mum and dad now has nothing to do with what happens to their assets after they die. I'm not doing any of it for the sake of saving on care costs!

feathermucker · 25/07/2024 09:07

He's still alive. Just stop it.

MaturingCheeseball · 25/07/2024 08:57

I’ve just remembered when dsis approached my parents with the plan that they should make a will and leave their money six ways: one part each for her, bil and three dcs, and one to me…. I was 17 at the time at school! Df laughed her all the way down the drive. (Dm I can imagine could have been persuaded ☹️ )

susiedaisy1912 · 25/07/2024 08:53

So Anne is pissed off because her nieces and nephews are being left something in their grandparents will is the short and long of it. I think Anne is incredibly mean spirited and selfish and needs to get a grip.

Clocloxx · 25/07/2024 08:51

I already don't like Anne

otravezempezamos · 25/07/2024 08:47

BettyBardMacDonald · 25/07/2024 00:14

Sue's branch of the family is getting more. It's not fair.

Her branch yes, but not Sue herself. She can’t touch any money left to her kids.

rookiemere · 25/07/2024 08:47

"My sis also dislikes that ddad gives us all £100 at Xmas and birthdays. She feels it should be per family and she should get £500. I think she genuinely doesn't recognise I don't get to keep my kids money it's theirs. Or maybe she feels like she's losing out because I had kids and we would probably get more at birthdays if it was just me and her."

Wow your Dsis actually sounds a bit unhinged to begrudge her nieces and nephews £100 per year, feels like it's about more than the money.

CelesteCunningham · 25/07/2024 08:41

I think a smaller sum to grandchildren and then the rest split between children is a perfectly fair and normal way to write a will. It's the way my grandparents wrote theirs, as has my mum and I imagine I will too when I have grandchildren.

Grandchildren are separate people in their own right, not subsets of their parents and I think Anne is wrong to feel hard done by and very very wrong to put pressure on your dad.

But you would be wrong to put pressure on him to change it back, so what are you going to do. Personally, I'd give my DC the intended sums from my own share.