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AIBU

Ungrateful nieces querying grandfather's will

(170 Posts)
Jannabell Sat 12-Mar-22 20:39:27

AIBU? I am executor of my late fathers will, which he changed in 2019, over 2 years before his death, and a year after my brother died. I will be distributing the estate next week, and asked all the grandchildren (the two girls and my two sons) for their bank details. Almost immediately my late brother's daughters asked for a copy of the will, which I told them I would be sending with the letter and payment next week, but that the 4 grandchildren would be getting 10% each and gave them the figure they would receive. I think they thought they would be getting more - they are now querying how could he have done that when he didn't always recognise people......neither of them ever visited him, which is why he didn't always know who they were in photographs. I am furious - I suggested he should give them 10% rather than the 5% he had been contemplating....I really wish I had left things alone and not allowed him to change his will, as I would have inherited everything then, but I genuinely thought I was doing the right thing..........

Katie59 Sun 13-Mar-22 09:59:22

Contesting a will is a serious matter and should not be taken lightly because it may involve criminal activity. There is not much you can do if it is one persons word against another, you have to have “evidence” not “suspicion”.

Quite often especially if the executor is the main beneficiary, if you raise an issue, an arrangement can be made to distribute differently but that does depend on the good will of everyone

timetogo2016 Sun 13-Mar-22 09:57:38

In my experiance death and wills bring the worst out in some people.
And all of a sudden you see people you have NEVER seen before in your entire life,believe me as i`m living just that.

Oldwoman70 Sun 13-Mar-22 09:57:08

As I see it the OPs father made his Will after his son died. That Will invalidates any previous Will which would have left money to his son. Why should the nieces receive any more than their cousins (the OPs children)?

Callistemon21 Sun 13-Mar-22 09:55:58

Spice101

nadateturbe

In my opinion " genuinely doing the right thing" would have been ensuring your brother's children got his share of the inheritance.

But your opinion is based on assumptions that may not be correct. You don't know why the will was written as it was and it is of little consequence as the OP's father was fully entitled to write it as he saw fit.

I agree with nadateturbe

The brothers children are entitled to see copy of the will and are not being unreasonable in asking.

It's not unreasonable to think that the father would want his son's share to go to his son's children.
Tha is how our wills are set up.

It sounds as if the father had dementia as he didn't recognise people so it is not unreasonable to ask if he was of sound mind when he changed his will and did he do this of his own free will.

It sounds rather fishy to me.

Dickens Sun 13-Mar-22 09:48:27

Iam64

This thread reminds me of Jardine and Jardine, a Dickens contested will scenario.
It’s also reminded me to re-read ours and possibly tweak it. If one our our children dies before us, I’d want their children protected. I think we’ve done this but if not, will do.

... Jarndyce and Jarndyce - I always think of name as Jardine too, partly because we had a local estate agent called "Jardine".

It went on through generations and in the end legal costs devoured the whole amount - Dickens blamed the Court of Chancery, saying "Suffer any wrong that can be done you rather than come here!" Hmm, not sure about that...

Like you, we're going to re-look at our will. It's a sobering necessity... we also want to make sure our GC are protected.

notgran Sun 13-Mar-22 09:47:32

We are reviewing our wills in a couple of weeks. Very simple, one dies it goes to the other, both die it is divided equally between our 2 children. When one of us dies then we re-do the will. My M-i-L who is a very fit 91 year old has, at our insistence, left us out of her will. She lives with her daughter who takes wonderful care of her. The last we heard she was leaving 75% of everything to the daughter and the remainder to be split between our 2 children. It has all been documented legally. We don't need her money and sister-in-law has more than earned it smile I would hope, though we have never discussed it, that unmarried s-i-l has a will leaving everything to our 2 children. We are a very small family, which can be a blessing.

Iam64 Sun 13-Mar-22 09:09:37

This thread reminds me of Jardine and Jardine, a Dickens contested will scenario.
It’s also reminded me to re-read ours and possibly tweak it. If one our our children dies before us, I’d want their children protected. I think we’ve done this but if not, will do.

M0nica Sun 13-Mar-22 08:59:40

If the will has been legally made and your father was competent to know and understand what he was doing when he made his will, then they can complain all they like - and waste their money on getting legal advice - but it will get them nowhere.

You have our sympathy. DH was executor for an uncle. His daughter was not appointed executor because she did not get on with his second wife. The will was crystal clear about everything in the house (owned by his wife) that was his and should go to his daughter.

Despite that she kept demanding things that were not left to her, or the whereabouts of all sorts of objects that her father must have sold (he was an antiques dealer). She claimed that we were thieves and had cheated her out of valuable items that her father had left to her. We hadn't, but it was not very pleasant.

Dickens Sun 13-Mar-22 08:59:13

nadateturbe

In my opinion " genuinely doing the right thing" would have been ensuring your brother's children got his share of the inheritance.

In principle, yes.

But a person of sound mind makes a will according to their wishes regardless of what others think they should do with their money.

We don't know much about the circumstances of this family, only what the OP has told us, therefore it's impossible to know why the daughters of the brother didn't get the amount they expected. We don't even know what was in the brother's will..

Under 'normal' circumstances one would expect spouse and offspring to inherit after the death of the other spouse but for various reasons, that doesn't always happen. And in this case, we have no idea of the family dynamics or circumstances. So I think it's impossible to say whether the OP is being unreasonable or not.

If the two nieces think the grandfather was not of sound mind, or that he was coerced when making his will, then they can contest it on that basis.

The fact he didn't recognise them from photographs because they never visited him is neither here nor there. If he was of sound mind, he would at least be aware of their relationship to his son and, presumably, made his will on the basis of how he wanted the inheritance distributed.

Unless the OP gives more background information - and I doubt she'd want to do that - I think posing the question itself was rather pointless. Legally she has to do what the law requires her to do. Morally - well, that's a whole different ball-game and, as we don't know the family's background or situation, we can't possibly give any valid opinion.

Beswitched Sun 13-Mar-22 08:46:14

That being said, I don't think the granddaughters should be contesting the will.

karmalady Sun 13-Mar-22 08:45:59

Jannabell has been extremely fair. One, in carrying out her fathers wishes and two, in adding on her own gift to each of the children. Her fathers wishes must be paramount and I can see why he did what he did.

Beswitched Sun 13-Mar-22 08:42:25

Rosie51

I do wonder if one child has more children than the other(s) do people think that the grandchildren in the larger family should get less than the child or children in the smaller family? Is it their fault their parents had more children, do they as individual grandchildren deserve less?

The money is going to the parent though, not the grandchild. There's only so far you can break things down before it becomes ridiculous.

But I do feel the spouse or children of the deceased son should get what would have been left to him.

nadateturbe Sun 13-Mar-22 08:29:05

Spice101 why direct your comment at me? I'm not the only one who thinks that.

Curlywhirly Sun 13-Mar-22 08:21:33

We have just re-written our Wills - kept it very simple - everything split evenly between our two sons, which to me is only fair. If either predeceased us, their half to go to their offspring. Our youngest son currently has no children and is single; if that was the case when he predeceased us, then his half would go to his brother.
I can see why your nieces are puzzled; the Will does seem heavily one-sided.
However, for whatever reason, your father decided not to split his assets equally between his 2 children (especially after his son predeceased him) and that's entirely up to him. But I do think YABU in being surprised (and annoyed) that your nieces are questioning the Will.

BlueBelle Sun 13-Mar-22 07:05:06

I m another who wonders why the unfair will, in normal circumstances you would expect it to be divided between brother and sister (unless the brother and family were estranged) if the brother pre deceases the father then his share would pass to his children ?
Obviously there is a lot more to this family story but it will be hard for * janabell* to come out without ill feeling I think especially as she admits influencing him in his will (even though it was meant well)

Spice101 Sun 13-Mar-22 05:20:03

Jannabell, IMO YANBUR

Spice101 Sun 13-Mar-22 05:17:41

nadateturbe

In my opinion " genuinely doing the right thing" would have been ensuring your brother's children got his share of the inheritance.

But your opinion is based on assumptions that may not be correct. You don't know why the will was written as it was and it is of little consequence as the OP's father was fully entitled to write it as he saw fit.

nadateturbe Sun 13-Mar-22 03:48:18

In my opinion " genuinely doing the right thing" would have been ensuring your brother's children got his share of the inheritance.

Rosie51 Sun 13-Mar-22 01:06:21

One of my children has a severely disabled child. I have made provision for that in my will. Thankfully I know all my children are decent humans who wouldn't do anything other than applaud my instructions. In fact I'm sure without my instructions they'd be awarding that child an even bigger allocation, but I wanted to thwart their generous instincts.

biglouis Sun 13-Mar-22 00:23:14

If a solicitor acted as the executer s/he would bill for their time at ££ per hour. When I brought a case to court I also billed for reasonable experses per hour along with other expenses (court costs/transport/phone etc). So surely it would be reasonable for an executer to charge for their time.

crazyH Sun 13-Mar-22 00:04:44

So true sharon103 - I think and hope that my Will is fair and that my children will think so too…

sharon103 Sat 12-Mar-22 23:59:24

This might get deleted but the shit usually hits the fan where wills are concerned. Family fall outs.
That's why I've put it in the hands of my solicitor to distribute as I have beneficiaries abroad.
That way I know it's all fair.
Good luck. Hope all goes well

Rosie51 Sat 12-Mar-22 23:48:13

If they do contest the will rafichagran surely the fact they never bothered to visit their grandfather would demonstrate they're only interested in the money. Not a nice look, so 'entitled'!

rafichagran Sat 12-Mar-22 23:25:10

I disagree with with Callisamom on this, the 0P Father wanted to leave everything to his daughter less 5% for each Grandchild, the OP persuaded him to make it 10%.
I think she has been very reasonable, as they would have got less if she had not spoken to her Father. I hope they do not contest the will.

Rosie51 Sat 12-Mar-22 23:16:32

I do wonder if one child has more children than the other(s) do people think that the grandchildren in the larger family should get less than the child or children in the smaller family? Is it their fault their parents had more children, do they as individual grandchildren deserve less?