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AIBU?

Share your dilemmas and get honest opinions from other Mumsnetters.

AIBU to my sister over inheritance?

999 replies

LadyDracula · 29/01/2019 21:56

6 years ago my father died leaving a generous amount to my sister and I (around 35k each) and left a substantial amount (135k) to my two children who are now 14 and 15. It was my fathers wishes for the money to be used towards educating my children as education was something he truly valued, yet at the time my sister and I growing up, he was unable to fulfil.

Fast forward to now, my sister has had 2 children (aged 1 and 3.5). I met up with her for lunch over the weekend for a general catch up and mentioned I have just been buying additional uniform for my Dd14. She said to me that she was looking around local private schools for her son who is due to start school next year and that she wanted to know how much the ‘budget’ was per term or per year. When I asked her what she meant she explained she wanted to know how much money was left for her two children’s education from the inheritance Dad left. When I explained none and that it had been spent (or will be spent over the next few years) on my two dc she went mental and ranted on about how selfish I had been and she had never thought for one second I would spend all of ‘our’ money on my own kids. I was totally blown away and hadn’t for one minute assumed he expected any of the money. My children both attended state primary schools and I only enrolled them at the local private schools for their secondary education. At the time I enrolled my youngest she was only just pregnant with her first child and when Dad left the money in his will he said for X and Y (my kids). My sister was an older first time mother (39) and I suspect my father thought she had chosen a career over a family. I suppose I had that thought too.

My sister left and after ignoring my calls for 2 days has said today that she needs to know my next steps. She went on to explain my best option is to move my children from their current school - including my eldest who is now studying for GCSEs - to a cheaper one and she can have the difference. I told her that won’t be happening and that my children are settled and happy. She then went on that yet again it’s all about my children etc etc.

I have no idea how to make this situation any better and don’t want to lose my relationship with my only sister over this. I am a single mum so there’s no way I could ever afford to subsidise the costs either to appease my sister and give her some money. Equally I do feel awful because I know there’s no way her and her DH could afford to pay for a private education for their children either, and now she feels like her kids have been treated unfairly.

OP posts:
ScrumptiousBears · 29/01/2019 22:00

Turn it round OP. What if you were in your sisters position. What would you want to happen?

Mrshoneyneedsanewhat · 29/01/2019 22:01

Well, that’s a bit of a pickle to be in. But the money wasn’t left her to her or her offspring, it was left to you. How could you have known she may or may not have DC further down the line? Also, if you’re on your own, it’s great you’ve had a helping hand. Presumably both she and her DP work - if they’ve built up good careers, can they really not afford the fees themselves?

UterusUterusGhali · 29/01/2019 22:02

Yikes.

I honestly don't know, but you can't take yours out of school, particularly the eldest.

Is your mum stil alive?

Emc23 · 29/01/2019 22:03

Your dad was specific in his will. It’s unfortunate timing for your sister but that’s the way it is. If your kids were much younger I’d think about sharing the money for schooling but at their ages it’s too disruptive to change schools.

PinkGin24 · 29/01/2019 22:03

Tricky. Your Dad made the will at the time whe your sister didn't have kids. Ask yourself, had she of had the kids at that poibt then suremy that £135k would have been split between the 4 kids and not just your 2?

Legally clearly she has no leg to stand on. But morally, well, I would be fuming as she is.

IAmNotAWitch · 29/01/2019 22:04

What did your father's will actually say?

If the money was specifically left to your children for their education. It's done.

Tough luck for kids who came later if no trust has been set up.

You are not obliged to do anything, she will either have to get over it, or not.

I wouldn't be compromising my children's education for anyone.

FinallyFree123456789 · 29/01/2019 22:04

Did he specifically leave it to your children?
As in £135k for child 1 & child 2 of @LadyDracula or was it a general £135k to be used for educating all grandchildren split equally between them ...

HoneysuckIejasmine · 29/01/2019 22:05

Oh lordy. Sorry, I think you were foolish to spend it all, assuming she'd not have any kids.

We have similar inheritance issues in my family and we (the beneficiaries) have been clear that it should include any further children born in the future. E.g. right now my sister is due to inherit 3/5ths and myself 2/5ths, to reflect how many children we have. However, should I decide to have a third, we'll swap to 1/2 each.

You didn't think, when your sister got pregnant, that you ought to discuss it?

I'm sure your father would feel all his children are entitled to an education, not just yours.

As for what you do... Well, it's a bit late now. A big apology. I would agree that you can't necessarily move your kids now, but I can't blame her for wanting you to.

ElspethFlashman · 29/01/2019 22:05

When I explained none and that it had been spent (or will be spent over the next few years) on my two dc

Wait a second, if they didn't go private until 2 and 3 years ago respectively, that means you've blown through 100+ grand in 3 years????

Ladyoftheloch · 29/01/2019 22:05

If I were in your shoes I would be doing everything possible to ensure my sister’s children also benefited from that money. Absolutely everything. And I think you know that if your father had lived long enough to know them, he would have wanted them to benefit too.

£135k is a huge amount of money - more than enough to educate 4 children through secondary.

It’s your money and nobody can make you share it, but no force in the world would compel me not to use that money for the benefit of all of the grandchildren.

comingintomyown · 29/01/2019 22:06

Agree your Dad was specific and your DC are too far into the system now. Seems odd she should leave it so long to bring up did she not know the contents of the will?

Idontbelieveinthemoon · 29/01/2019 22:06

Oh goodness, that's awful but I think unless you're willing to share some of that money you're very likely to lose your relationship with your sister.

Ladyoftheloch · 29/01/2019 22:06

I am also amazed that it didn’t occur to you to discuss this / think about a split when your sister got pregnant.

C0untDucku1a · 29/01/2019 22:07

Im not suprised she is upset. £35k for her and £175k for you is a HUGE difference.

But that was his will so you're not obliged to do anything. And £135k wont cover then anyway.

Has it never been mentioned before at all?

Sausagerollers · 29/01/2019 22:08

I have to say, I'm in the side of your dsis.

Less than 2 yrs after your ddad died she was pregnant, did it really never occur to you that he would have wanted that money to be split between all his dgcs?

ElspethFlashman · 29/01/2019 22:08

She was pregnant before either of the OPs kids had gone into private, by the looks of it.

It never occurred to anyone to have a conversation at that point??

Janus · 29/01/2019 22:09

It’s difficult both ways really.
If your sister has a school age child next year they must be about 4 and your dad died 6 years ago, so about a year after he died your sister fell pregnant so she might well have imagined you hadn’t spent that much of the money by then. Did it not occur to you that it probably needed to be split 3 ways then, possibly more if you thought she may have another?
BUT if you’ve spent it all (135k in 6 years??) then not sure what can be done, you can’t raise that can you. But I think it should have occurred to you that this would arise and upset your sister.

user1473878824 · 29/01/2019 22:10

@ElspethFlashman two kids in senior school, not difficult.

ElspethFlashman · 29/01/2019 22:10

Just realised the OP got 170k, not 135.

Fuck me.

Share the bloody money, jesus.

comingintomyown · 29/01/2019 22:10

I don’t think £135 will cover 2 DC through the private school system either.
Hindsight etc but he should have split the money equally between you - how was that ever fair irrespective of his value on education

Mumoftwoyoungkids · 29/01/2019 22:10

State sixth form for your kids? At my (state) sixth form there were a lot of kids who went private until 16 then went state.

Thingsthatgo · 29/01/2019 22:10

I’m very surprised you and your sister didn’t have this conversation when she got pregnant and you were enrolling your youngest. Surely that was the time to talk about it? Has it honestly not crossed your mind at all before she brought it up?!

Ihavealwaysknown · 29/01/2019 22:11

@elspethflashman relatively easily I would guess, £15000+ a year per child... £100,000 wont last long! Presumably OP is factoring in the future years she will need to pay fees and all the extras that come with private schools. In honesty £135k would never have got all 4 through private school.

Abra1de · 29/01/2019 22:12

135k is a huge amount of money - more than enough to educate 4 children through
That’s £33,500 per child and will get you less than three years at secondary. Unless it is very well invested for growth and nothing taken out to pay for current fees.

Hwory · 29/01/2019 22:12

You really didn’t think about this when your sister got pregnant???

I think you spent it hoping she wouldn’t ask.

Dispicable behaviour and I bet your father isn’t very proud of you if he can see your actions.

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