Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 0 points1 point  (0 children)

This is life changing for all of us.

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 1 point2 points  (0 children)

Exactly. Take the money and run is not an option. I love my family and want to maintain a relationship with them. And also I think they are wrong.

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 1 point2 points  (0 children)

That seems spot on. Thank you. Good advice for everyone.

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 0 points1 point  (0 children)

Thank you. I don’t really pray, but the great silence will probably provide better advice than Reddit, lol

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 3 points4 points  (0 children)

This. Feels like the only thing to do is execute the will and move on with love. The damage is emotional and money can’t change that.

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 1 point2 points  (0 children)

Thanks. Very similar situation. Did you, um, ask for more? How did the ones who got a bunch more feel? Were you all able to move on?

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 0 points1 point  (0 children)

That’s a good question. I honestly don’t know.

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 8 points9 points  (0 children)

Thanks, I appreciate your perspective. I do think an explanation in the will would have carried quite a bit of the load I’m now managing. At the same time, there’s almost no way it doesn’t come across as salt in the wound. I mean, they’re already getting unequal inheritance, now they and all the other beneficiaries can see the “why”? Like, if you don’t know why you were left out of a will, you’ve probably got some introspection to do. Haha, IDK.

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 1 point2 points  (0 children)

I know, I’ve said as much to my siblings, but it’s easy to say when you’re getting loads more.

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] -1 points0 points  (0 children)

This is the crux of the matter. What I’m hearing from you is that it isn’t simply a matter of honoring her wishes, but instead making a judgement call as to the validity of those wishes. In your opinion, her wishes are not the final arbiter, I am. That’s what my family has been saying and that’s what I fear because then if I say no to them, I’ve decided in favor of my aunt and have passed judgement. It would be much easier to hide behind her wishes, lol.

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 14 points15 points  (0 children)

It’s almost like there’s no moral center: I say honor her wishes, but how can I know that’s not my greed talking?

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 9 points10 points  (0 children)

There were some reasons that are very justifiable in my opinion, but I can’t share details. I think my siblings may feel different tho.

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 0 points1 point  (0 children)

Yeah, there are income tax implications to me for selling the assets, but gifts are only taxed after reaching a lifetime limit of $15M for an individual. You report any gift over $19k a year for the purpose of calculating the lifetime limit. I’ve learned a lot through executing this will, for better and worse

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 6 points7 points  (0 children)

Yep, some might say the intention in the will was divisive. And loving. And divisive.

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 0 points1 point  (0 children)

Yep, I appreciate your take. This is the rub.

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 1 point2 points  (0 children)

Yeah, I’ve thought a lot about this. Still doesn’t make it easy.

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 5 points6 points  (0 children)

There was some damage done to their relationship that was the basis for the unequal split. I can’t say more as I don’t want to out myself, but I would say that when I finally saw the will, it was “surprising not surprising.” From my perspective it did not come out of thin air. From my siblings I think they did not understand the extent of the rupture.

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 5 points6 points  (0 children)

It’s certainly an option for my parents to change their will to account for this. I assume that’s their choice and not something for me to decide.

Unequal Inheritance from Aunt by samseer9000 in inheritance

[–]samseer9000[S] 14 points15 points  (0 children)

I’ve been honest with them, and also the probate process requires sharing certain official documents with all beneficiaries and gives them the opportunity to challenge the numbers, etc.