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Mumsnet has not checked the qualifications of anyone posting here. If you need help urgently or expert advice, please see our domestic violence webguide and/or relationships webguide. Many Mumsnetters experiencing domestic abuse have found this thread helpful: Listen up, everybody

Inheritance - doing the right thing?

78 replies

scaredy42 · 20/07/2021 11:17

I've namedchanged for this because I'm pretty stressed and scared by the whole scenario.

DH has 4 siblings, and no surviving parents. One of the remaining grandparents passed away recently and DH and siblings stand to inherit a fairly substantial amount of money each - except the oldest sibling, who has been disinherited. DH is now in two minds whether or not to give something to the disinherited sibling (B) and has basically asked me to help him decide, and I am stressed to bits by it all.

The backstory is that B was physically and emotionally abusive to everyone in the family and none of the other siblings is in contact with them any more as a result, was not in contact for many years with the deceased, and yet is convinced they're in line to inherit millions (it's absolutely nowhere near that much, but they're not very clued up on the real world). They're a horrible, horrible person for lots of reasons, and I'd be perfectly satisfied that they don't deserve anything (and that the deceased's wishes should be honoured), but they claim significant childhood trauma which 'makes them like this' (nothing that the other siblings can verify, but it could well be true) and their life is, from what little we know, a mess - no job, no money, no attempts to fix that, drug use, prison stay etc.

DH is torn - on the one hand, this sibling is a horrendous person and caused significant physical and emotional harm to both the deceased and the deceased's child (the sibling's parent). On the other, they are very very volatile and aggressive and DH is wondering whether they will absolutely lose it when they find out the grandparent has died and they've not inherited the piles of money they assume are coming (they don't even know about the death yet, but given the age of the deceased they will work it out in the next 5 years or so) and given their past pattern of behaviour, they'll stop at nothing including aggression and attacking people, damaging property, malicious police reports etc when they feel wronged.

DH is concerned they'll have a legal case to fight the will - they were originally in it, but the relative changed it about 5 years ago and he's worried they'll allege that the other siblings pressured the grandparent to change it, which wasn't the case at all - whereas I think a solicitor would look at the history and laugh them out of the door, but I am mostly concerned they will find out and target us (and the other siblings' families as a result). I don't know, though, if giving them a smaller amount of money as a kind of buffer will just inflame things if they're expecting more, and the other siblings who have been 'more' affected by B's behaviour, particularly his sisters, are refusing to split their share.

The money could be enough to change their life around, though. Does DH give them the benefit of the doubt about their alleged trauma and effectively pay them off to keep things sweet, or maintain NC and hope they don't find out? Or just ignore when they do find out and hope we don't get a brick through the window or cars smashed up (which is a historic way they've dealt with perceived slights)? The families are all quite geographically far away from one another, except us and the NC sibling, so we'd be first in the firing line.

On the face of it it seems obvious that they've brought this on themselves and ignore and tighten the 'security' we have to avoid their previous drama (i.e. remind mutual friends not to say anything about us whatsoever, keep social media fully locked down, avoid the area they live for fear of being spotted and having our tyres let down and being followed about - yep). But DH is wondering whether to try and ensure they don't feel completely slighted and hope that prevents any future issues.

OP posts:
milian · 20/07/2021 11:21

I wouldn’t give anything to anyone who had terrorised my sisters, personally.

Wouldn’t reaching out to them bring them into your lives to a greater degree than they currently are, which sounds undesirable?

AnaViaSalamanca · 20/07/2021 11:24

Having witnessed enough inheritance battles in my extended family (we are a nice bunch), I wouldn’t give this person a dime. Whatever you give would never be enough and they will do their thing anyway. Actually giving something might mean you are accepting his right to the inheritance.

Let him do his worst and fight it legally.

Bonniegirlie · 20/07/2021 11:26

Don't give this person another thought and keep your share. It sounds like if they don't think they've been given "enough" that they will give you some grief anyway. My DH gave one of his sisters a LOT of money he inherited because she had done more of the "sorting out" of the parent at the end, and she didn't even say thank you. He wishes he hadn't bothered. They sound a disgusting person and I think you should honour the grandparents wishes. Why reward such disgusting behaviour. Also, he might alienate the other siblings who have been more affected. Good luck

JustATypo · 20/07/2021 11:27

The money won’t suddenly make them a better human, they’ll be the same they always would with money to back it up until they lose it thru drugs, prison, whatever.

I would not give them a single penny, as per the wishes stated in the Will. Plus you give a bit and it will never be enough.

RhodesianRidgeback · 20/07/2021 11:28

Whatever you give him will likely be blown on drugs, he’ll allege that there was much more money which was stolen from him, and he’ll do all the bricks through windows etc anyway.

So save the money. Put it towards upgrading security at your house, or therapy if it gets stressful, or whatever.

But don’t give him a penny.

Hoppinggreen · 20/07/2021 11:30

I think you should honour the wishes of the deceased unless there was coercion or other circumstances and it doesn’t sound like there was.
Certainly shouldn’t give him anything due to fear or intimidation

Puzzledandpissedoff · 20/07/2021 11:30

Sounds like they were disinherited for very good reasons and I certainly wouldn't be changing that by handing them money which would most likely be wasted

As for possible violent "consequences", you'd probably face these anyway if he blew the first lot then came back for more of your own share because he felt entitled to that too
Best, surely, to start off as you mean to go on

Fireflygal · 20/07/2021 11:31

You can't placate a bully. Does the sibling have children?

30degreesandmeltinghere · 20/07/2021 11:32

Imo dh would be disrespectful to the dead relative to meddle in their will instructions..
Also imo however much he offered they would - given your description - be back for more and more. Would dh really be happing giving all his away? Keep quiet and stay away....

thecapitalsunited · 20/07/2021 11:32

Do you really want your DH to give away his inheritance? For someone that everyone hates? This type of person won’t be happy unless they have at least as much or more than everyone else so a small chunk will not prevent them from kicking off. It’s more likely to be seen as an admission that they should have inherited.

NormaSnorks · 20/07/2021 11:32

Assuming there is a will then it's not your DH's decision to 'give' money to B. If he decides to give B any money then it will have to be out of your DH's own share of his inheritance (and anything the siblings also contribute).
I would try as hard as possible to distance yourselves from both B and the inheritance decisions and let B pursue it in the courts if necessary. It may be more expensive, but get solicitors to communicate with B.

NightOwl19 · 20/07/2021 11:34

I wouldn't give them a penny. Move on with your lives, keep NC and don't give them another thought.

scaredy42 · 20/07/2021 11:41

@thecapitalsunited

Do you really want your DH to give away his inheritance? For someone that everyone hates? This type of person won’t be happy unless they have at least as much or more than everyone else so a small chunk will not prevent them from kicking off. It’s more likely to be seen as an admission that they should have inherited.
That's a good point, about it being an admission.

I don't know - I don't think they deserve a penny, but this person's behaviour has been so stressful for so long that we're both just so wary of doing the wrong thing and it sparking more drama. We're considering moving house out of the area in a year or so, and not giving anyone (including the 'good' siblings) our address - we're not all very close anyway and we maybe meet up once or twice a year at a pub, so we don't need to - so that's a chance to be completely free of this person's terrorising then.

OP posts:
HollowTalk · 20/07/2021 11:41

Will this guy be aware that wills are published online?

Were you planning to use the inheritance to move to a different house? If so, would this brother have the wherewithal to find you?

MarianneUnfaithful · 20/07/2021 11:44

There will be no grounds to challenge the will - that can only realistically happen if a dependent is left out of a will, and an able-bodied NT adult who has lived away from the home for years is not a dependent, or there is any real evidence or grounds for suspicion that the will maker was co-erced. This doesn't sound like a death-bed will-change by someone who was in a frail state of mind.

If I was in your DH's situation I would ONLY set aside ££ for the other sibling if all the siblings were united and did the same thing.

I don't think your DH should be influenced by fear.

Poking the hornets nest by making contact and giving information wrt the death may not protect him even if he does give money. The money could be used for drugs, he could start threatening the other siblings for a similar amount, he could start being aggressive again 'just because' etc etc.

If someone chooses to be no contact, then they are no contact.

If the will was changed in full decision making capacity, it is not your DH's responsibility.

However, IF all the other siblings feel the same way, and based on fairness not fear, then they could set aside an equal amount each and jointly notify the rogue sibling.

pantherrose · 20/07/2021 11:45

Could a token amount be put in trust for them, with access conditional on them 1) They do not try to contact you or the other siblings and 2) They seek the appropriate professional help for their issues with any release of funds conditional on progress which should be evident and documented. Not sure if this would be possible or not, but maybe a cat with a probate solicitor would be helpful? Good luck x

Hanger0n · 20/07/2021 11:46

Honour the wishes of the deceased. You'll have enough money to legally deal with the fallout anyway if they come after you.

Rainallnight · 20/07/2021 11:46

Whatever the right and wrongs of the decision to give him the money, I think the bigger problem is that it brings him back into your life and whatever you give him, it won’t be enough and that will cause a whole new wave of trouble.

scaredy42 · 20/07/2021 11:47

@Fireflygal

You can't placate a bully. Does the sibling have children?
Yes - I should have included that in the OP, actually, as that's another reason DH feels bad. 3 of the siblings have children, and two lots will benefit from this whereas B's won't - he is relatively uninvolved in their lives as it is, so that feels extra unfair.

No money was left directly to the great-grandchildren, and the parents of the group I assume are doing whatever they think is right (savings, school fees etc?) with their shares - it's not like we all collectively agreed to put an amount into a pot and split it between the great-grandkids meaning there'd be a share there for B's children, as we don't all have children and aren't planning to.

But then it's not B's children's fault they have an arsehole parent.

OP posts:
MarianneUnfaithful · 20/07/2021 11:47

If you plan to move, I would let sleeping dogs lie, move, and not give your new address.

pantherrose · 20/07/2021 11:48

Typo.....Cat probably won’t be helpful, chat with your solicitor!

MarianneUnfaithful · 20/07/2021 11:48

IF all the other siblings agree, I would consider jointly setting aside an amount for B's children and putting it in trust for them. If you can do it via the solicitor and without notifying B.

VanCleefArpels · 20/07/2021 11:48

There is zero chance of B being able to posthumously claim a share of the estate. This only happens in circa where there is a “reasonable expectation” of an inheritance and/or if the claimant was being financially supported during the deceased’s life. As long as the will is valid then there is no legal obligation to B.

While laudable in intention your DH is in my view deluded. Does he really think that some kind of payoff would be the last he’d hear of B? How much would be “enough”?

Decide the estate according to GP’s wishes and deal with any fallout later

GreenFingersWouldBeHandy · 20/07/2021 11:50

this person's behaviour has been so stressful for so long that we're both just so wary of doing the wrong thing and it sparking more drama

This is emotional blackmail, whether intentional or not. Do NOT be guilted into giving this person money. It may also then upset everyone else as he will expect it from them too.

Someone mentioned 'honouring the wishes of the deceased' and that's exactly what you should do. Don't give him a penny.

scaredy42 · 20/07/2021 11:50

@HollowTalk

Will this guy be aware that wills are published online?

Were you planning to use the inheritance to move to a different house? If so, would this brother have the wherewithal to find you?

I doubt it initially, but if he's angry enough and someone mentions it it'd definitely be something he'd follow up on, so that's something we've been worried about.

And yes, it will be helping us hopefully move - which means we'd be less traceable and further away. So part of me thinks we only need to ride out a year or so until he won't be able to find us full stop and then we're 'safe'.

OP posts: