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AIBU?

Share your dilemmas and get honest opinions from other Mumsnetters.

Do I tell my mum how I’m feeling about inheritance situation?

521 replies

MarcelineMissouri · 28/11/2020 08:32

Earlier this year my mum sat me down and explained she’d decided to leave her house to my brother instead of to both of us. That will basically be the bulk of the inheritance. There will not really be anything else. Due to location it’s a relatively expensive house though. Her reason for this is that my brother has no money and dh and I are comfortable financially.

My brother lives abroad and works for the church. The church support him - he makes no money. My mother is a committed Christian and is extremely supportive of this. He is very bright and talented with a Russell Group degree - in other words this lifestyle is completely his choice and not for lack of other opportunities.

Dh and I are comfortable but not rich. In addition his job has become quite precarious because of the pandemic. It will probably remain precarious for sometime so who knows what the future holds. The industry he has worked his whole life in is being decimated so if he did lose his job it’s unlikely he’d manage to get anything similar. I work but on a low salary after a lot of years out as a sahm.

Ultimately I accept that it is my mother’s decision to do as she sees fit. I also realise there may be nothing left anyway as her house could end up being sold to cover care home fees. And I hope it goes without saying that I would rather hang on to my mum for as long as possible and be left with nothing (and I did say that to her at the time)

The thing is it’s playing on my mind and has been for months, for 2 reasons. Firstly the pandemic and our resulting financial situation which takes away from her point that it’s ok to do this because dh and I are comfortable, and secondly, because I’ve always felt she preferred my brother anyway. He’s been a Christian since we were young. I am not. I was a troubled teen who was a pain in the bum, and I obviously live a non Christian life now which she does not like. I know she loves me and we get on fine but deep down this feels like yet another sign that she views my brother differently to me. I feel I need to say something because I’m feeling quite bitter about it but I don’t know if that would be the right thing to do. It isn’t specifically about the money because I wouldn’t care if neither of us got anything, but to leave everything to my brother because of choices he made when he too could have a decent job and comfortable life just feels unfair.

Should I tell her how I feel or just leave it? It feels like a very awkward conversation to have. I genuinely believe I’m not entitled to anything, but also feel that if there is anything it should be split between me and my brother.

OP posts:
Roussette · 28/11/2020 13:55

OP I would love to know (but don't feel obliged) whether your brother keeps in contact with your DM, whether he is as hands on as he can be given he is abroad?
Whether you think he will support you when the inevitable care comes about?
Or will he be too busy doing good works abroad to bother?

Myshinynewname · 28/11/2020 13:56

You should talk to her about it, not to demand a fair share but to get your point across. If you don't it will eat away at you and you will never know whether she assumes that you are much more comfortable than you actually are. It would be best to speak to her soon, before anybody is required to provide care, so that the conversation can't be interpreted as you expecting payment for caring duties.
How does your brother feel about it? Does he know?
I feel the same as you that even in the circumstances I would not be able to withhold care and support from my own mum. What I absolutely wouldn't agree to is being executor to her will! Why on earth should you take on all the stress and hassle when it is for your brother's benefit? Asking to be removed as executor might also help to make the point that you feel very excluded without actually demanding your share.

FiremanSpam · 28/11/2020 14:00

I really feel for you. This is hurtful. It’s not so much the money, although financial security it so important, than how this has made you feel. I wonder if being excluded from their shared bond over their commitment to religion has been an ongoing source of hurt for you. No one is to blame for you having different beliefs but you’re entitled to feel hurt by the exclusion you may feel that this has caused. There is a danger that unaddressed emotions will cause resentment and ultimately harm relationships. I know it would for me anyway. If you both have children then there is a longer term potential for family division. It’s a difficult conversation to initiate, but it’s also a difficult conversation to avoid when you think about potential repercussions. Good luck OP.

SixesAndEights · 28/11/2020 14:00

@Candleabra

*It didn’t seem fair that we’d end up in the same financial position despite making such different choices. Plus honestly it felt like they were endorsing his choices but not mine.*

This sums it up.
Also rethink the glib statement about caring. Assuming you'll be delighted to provide care for your (currently well) parent at some point in the future is totally different to actually doing it.
I'm nearing the end of more than five years of extreme caring responsibilities for my parents. It has broken me. It creeps up on you, you don't start off with 24 hour responsibility but suddenly there you are with no life and health problems caused by stress and neglect.

Absolutely this. My advice to anyone is NEVER to start caring for a parent, to always retain a distance. Yes, help out, but don't get sucked in, you will have no life by the end of it.
Yohoheaveho · 28/11/2020 14:04

@Roussette

OP I would love to know (but don't feel obliged) whether your brother keeps in contact with your DM, whether he is as hands on as he can be given he is abroad? Whether you think he will support you when the inevitable care comes about? Or will he be too busy doing good works abroad to bother?
OP, you can bet your sweet ass that you are the donkey and you'll be left to do all the donkey work

NEVER start caring for a parent always retains some distance
Word
I'd move away now

Thewithesarehere · 28/11/2020 14:09

I do agree with others who say she is donating it to the church. May be you can discuss it with her with that angle in mind and see what she says?

calllaaalllaaammma · 28/11/2020 14:10

I know any care my mum needs will fall to me which is fine, I love her and she is lovely, and has done so much for me, but yes that probably won’t help with the feeling of bitterness!

Well, this is the problem with women isn't it, we don't value ourselves enough, we just end up support humans for everyone else.

Maybe your brother has been running a campaign with her for years, bending her ear about how unfair it is, him not having a house.

Baileysforchristmas · 28/11/2020 14:14

When your Mum dies you will be left with clearing out the house, arranging house viewings, negotiating with estate agent and solicitors, all for your brother to sweep in, take the money and sweep off without even a thank you. As people said your mum thinks your not worthy which will equally make your brother think the same.

LimeTreeGrove · 28/11/2020 14:17

I couldn’t agree more. I’m not British and I’m regularity astounded by the attitudes towards inheritance that I see here
Some countries make it illegal to favour a golden child in the will. I guess you wouldn't like that. Not sure how you know the nationality of everyone posting anyway, so probably just you being xenophobic

diddl · 28/11/2020 14:17

@Baileysforchristmas

When your Mum dies you will be left with clearing out the house, arranging house viewings, negotiating with estate agent and solicitors, all for your brother to sweep in, take the money and sweep off without even a thank you. As people said your mum thinks your not worthy which will equally make your brother think the same.
Would she have to as executrix?

Surely once the house became her brother's he then deals with it?

SusieSusieSoo · 28/11/2020 14:22

I can totally see why you would be so upset op. Another question - would your db keep the money (presumably he would sell the property give he lives abroad). If he would sell & give away the cash because he doesn't need it given his chosen life/lifestyle then that would be utterly sad too. Do you know what he would do?

Also I think 50-50 is the only way to go with siblings xx

Oblomov20 · 28/11/2020 14:25

I would speak to her and explain how I felt. She should give 50/50. What have you got to lose? I'd definitely tell her. Then I'd feel better because at least I had said.

Yohoheaveho · 28/11/2020 14:26

no way would I be the executor of the will!
she wants you to work for your brother, sending a very clear message that he is the deserving work and you should defer to him and do his bidding

Mittens030869 · 28/11/2020 14:28

no way would I be the executor of the will!
she wants you to work for your brother, sending a very clear message that he is the deserving work and you should defer to him and do his bidding

I agree with this. The brother should do this, as he's the beneficiary. Actually, neither of them have to take on the role, it can all be handled by a solicitor.

Meraas · 28/11/2020 14:31

Why does he need £350-£400k? He could buy a 1 bed flat with his half of the inheritance.

Roussette · 28/11/2020 14:31

Solicitors take a hefty cut to be executor but if you're not getting anything you shouldn't worry, just resign the position of exec.

diddl · 28/11/2020 14:32

"The brother should do this, as he's the beneficiary. Actually, neither of them have to take on the role, it can all be handled by a solicitor."

Indeed, neither of them have to do it & there's also no reason why the brother shouldn't be executor rather than Op.

Movinghouseatlast · 28/11/2020 14:33

Yes, I would tell her.

You don't know what the future will hold either. You could lose everything, he could renounce his faith - anything.

Your relationship with her will suffer if you don't talk to her about how you feel.

AcornAutumn · 28/11/2020 14:33

@Roussette

Solicitors take a hefty cut to be executor but if you're not getting anything you shouldn't worry, just resign the position of exec.
True.
MrsAudreyShapiro · 28/11/2020 14:36

The responsibility of the executor is to make sure the estate is distributed in accordance with the will. OP would not have to clear out the house.

The best you can hope for is that she listens to you when Marcelline
I hope telling her your views makes you feel better, but I wouldn't expect her to change the will.

rhowton · 28/11/2020 14:41

If my parents decided to leave everything to my brother there is no way I would be caring for them in old age!! If they make their bed, they can lie in it.

ShellieEllie · 28/11/2020 14:43

Has she actually made a Will stating this though? Very sadly some people say things like this but never actually make it official so to speak. Who knows why... some form of control/manipulation?

diddl · 28/11/2020 14:44

@rhowton

If my parents decided to leave everything to my brother there is no way I would be caring for them in old age!! If they make their bed, they can lie in it.
I think for me it might have depended on the reasons.

I'm not sure if "never had a paying job" would cut it tbh!

Still, like me there might be no inheritance as it is all going on care home fees.

Baileysforchristmas · 28/11/2020 14:44

Emotion will take over a level head. I bet OP will end up taking care of the house while the brother swoops in and takes the lot, i’ve seen it before, it’s nearly always the women that are left in this situation. Say something now OP, take control of the situation as much as you can, step back and let them get on with it, it’s not about the money, it’s about being valued and appreciated as a decent human being.

the80sweregreat · 28/11/2020 14:55

I would be inclined to not help your mum out if or when she can't live on her own ( not abandon her , but not take her in either and only do the bare minimum)
I know I sound heartless , but she is being spiteful here and your brother will get away with any responsibilities for her care and well being , then walk off with all the money when she is no longer around.
It's true that the property may have to be used for care home fees too, but the wholes situation will fall to you to deal with whatever happens here. They have already paid to put him through Uni as well I bet! What did you get?
It's unfair and I although I wouldn't go no contact , I'd be upset and really hurt by this.
:(