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Timing for distribution of "estate"

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  • thepurplepixie
    thepurplepixie Posts: 3,703 Forumite
    Eighth Anniversary 1,000 Posts Name Dropper
    edited 8 September 2020 at 12:40PM
    I'm pretty sure the OP has said prior to this that she was leaving her estate to charity, I might be wrong but don't have time to see if i can see the comment.
    OP has already said her grandparents didn't leave it equally to their children so it doesn't sound like leaving it divided equally between children is the norm in this family.
    In my family no one ever had any money to leave anyone, it seems by far the least troublesome situation but whatever the family norm is perceived to be it is the parents money to do with as they wish.  I suggested earlier it could be to do with the charities OP has chosen, I can imagine parents and offspring can have different ideas about charities, in my own case I donate monthly to a charity for refugee children and I know not everyone would support my choice and equally you or the OP might choose to donate to a charity I wouldn't support.  Don't you think the parents had a right to consider that and to decide they would prefer money to go to their grandchildren?
    I don't see the brother's position as being difficult, he is respecting the will and why would or should he seek to take an inheritance off his children.  Can you even do that on a child's behalf?  I would imagine the legal position would be you have to act in the best interests of a minor.
  • He wouldnt have to think like that - re "taking an inheritance off his children". Just donate that part of his inheritance that went directly to him. He/his family together would still receive a fair share. It could be made even that way - without touching his children.
  • xylophone
    xylophone Posts: 45,627 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    edited 8 September 2020 at 1:42PM
    OP, are you and your brother receiving equal shares in what has been left after the children's bequests?

    In terms of varying your mother's will, assuming that your nieces and nephews are minors,

    https://www.barkerevanslaw.co.uk/2016/09/deed-of-variation-changing-a-will-after-death/#:~:text=Re-directing a minor beneficiary's,the approval of the court.

    Your brother could seek to vary the will in respect of his own inheritance but  sees no reason why he should?

     I know of a case where one sibling (who lived abroad  and had seen  the parent on a bare handful of occasions during that time) was left an amount over and above the residuary estate which was left equally between the two siblings. 

    The resident sibling ( who had done everything for the mother for a number of years) had a child who was left a  generous bequest, (as indeed were charities, friends, other family).

    On an earlier occasion a number of years before she died, this lady had made a gift to the non resident offspring of a certain amount with a gift to the resident offspring of an equal amount but with the specification that half should be held in trust for the grandchild.

    It is clear that she thought this fair........and it was after all her money......

    As far as can be ascertained, you are still in line for a generous bequest.

    Why not just enjoy it  and set aside the bitterness?

  • davilown
    davilown Posts: 2,303 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    Op I do feel for you that you think you should have a fair share.  So did your parents, and they've given you a fair share - the same as you brother's share. Just because they've also given all of their GC a share (regardless of size), it doesn't mean you've not been given a fair share.  If you had children then I suspect they will have been given the same amount.
    30th June 2021 completely debt free…. Downsized, reduced working hours and living the dream.
  • DairyQueen
    DairyQueen Posts: 1,856 Forumite
    Ninth Anniversary 1,000 Posts Name Dropper
    I suspect that those with children are also those who are blind to how OP feels. OP is effectively being 'punished' for not having children as her share of parents' estate is being diluted courtesy of sibling's children. No, that isn't fair.

    The fairest way to divide an estate is equal shares between the children. The children of the deceased (that have children) are at liberty to pass-on as much/little as they choose of their share to the next generation.

    Equal shares means that there is no risk at all of causing division between the siblings. I would hate to leave a legacy of discord to my children and that's guaranteed for anyone who follows the path of OP's mum. She carries the responsibility for creating a permanent rift between her children. A very stupid decision.


  • MoneySeeker1
    MoneySeeker1 Posts: 1,229 Forumite
    1,000 Posts Name Dropper First Anniversary
    edited 13 September 2020 at 9:15PM
    I'm glad you get where I'm coming from here DairyQueen. That's exactly how it feels - like I've been punished for not having children myself, and my brother rewarded (at my expense) for doing so. All very odd actually - that my mother would want me to have children, when she hadnt wanted any herself ("Misery loves company" I suppose.....). To me - my mind just boggled that someone would want me to do something they hadnt wanted for themselves, so they could have grandchildren (which I was surprised to find she did want).

    Was catching up with a friend at a social yesterday and she said that she's heard of this sort of thing happening "numerous times" and it always breaks relationships any time it does.

    I don't understand why people with children often won't see what is really happening here - well perhaps - as I guess it suits people with children to get extra at the expense of childless people....#sighs...

    Society makes the childless pay so often for those with children - all those "family" tickets and "family" holiday costs etc etc and we know we're paying a good bit more than a quarter of what a family of 4 for instance would pay for whatever-it-is and so on and so on and for one's own parents not to respect the right to live a life of your choice, when they have respected the siblings' choice does give a message loud and clear and it's not a nice one. It's "You should have done the same - and had children too - and then you wouldnt be being treated worse". Very odd to do such social reinforcement (of the norms of a previous era) for about the last 50 years (ie since the 1970s). We've moved on since then....and people now expect to make their own choices (rather than "Oh it's the 1950s - so I'd better get married to someone and then the price I pay for that financial support is I have to have children, even if I don't want them - as we've not got that effective means to prevent that yet").

    This isn't the only time my brothers life has been deemed more "important" than my life - I have been "asked" by my parents to alter my chosen lifestyle before now for my brother, but I'm certainly not aware of him being asked to amend his chosen lifestyle for my sake. We disapproved of each others choices in a major respect some years back - and I said nothing about his choices (though I wasnt happy about them - as I felt they were unethical), but he asked them to ask me to alter my choices on that same issue and they did ask!!!! That only went one way too....so we both carried on with our own individual choices obviously....



  • Maybe the message might get through at last if I say (for the umpteenth time):

    IT'S NOT ABOUT THE MONEY.....IT;'S NOT ABOUT THE MONEY.....IT'S NOT ABOUT THE MONEY (wonders if I should repeat that 100 times and then it might be "heard" - finally).

  • naedanger
    naedanger Posts: 3,105 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    What do you think your brother thinks it is about? Do you think it is about the money to him? If not that then what else?
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