My MIL died recently and willed all to 1 of her 5 adult kids. The other four children were not even mentioned in her will. She had willed everything to her youngest originally, but about 25 years ago she had a "falling out" with him and changed it willing everything to her 2nd youngest son instead. Nothing for the daughter who lived in the same area and bent over backwards to try to help her and get along with her in her old age. Nothing to her other daughter nor her other 2 sons. No, she willed everything to her son that lived 1200 mi. away from her. We feel he ingratiated himself to her by whatever means and he had his sister bring her on a flight to stay at his house a few months before she died. He didn't even bother to call the other siblings to let them know of her death, he called the sister that brought her and she then called the others. We think he is fearing confrontation about the will. He duped my husband into helping him do repairs on her house, all the while knowing it was ultimately HIS house, as he was set to inherit it, unbeknownst to the rest of the family. We found out through county records that the house was put in a trust and he is the trustee. I'm thinking that pretty well locks everything up neatly for him, since he is successor trustee for the trust that holds the property. So I think even if we contested the will nothing would come of it. We now hear he is giving her household things away to neighbors and anyone but family. It is so weird, but I guess she really hated her other children. They are all great people with nice families. It is sad what she has done to shatter her family, must have had a heart overflowing with hate. I know one thing...the son that has gotten everything will never see or hear from any of his siblings again. I hope he has fun with the money because he has no family left that will have anything to do with him.
I feel very, very sorry for your husband and his siblings growing up in such a dysfunctional family. And I would channel most of my anger and disappointment toward MIL. The son she was with when she died was also a victim of this unhealthy situation.
Calling one person and asking them to call others seems perfectly reasonable to me. When my husband died, frankly I don't remember who I called. Not each of our five kids, I know that. I counted on them to spread the word quickly. I was a little overwhelmed at the moment, ya know?
You feel he ingratiated himself to her by whatever means. Well, maybe. But the true fault her is a mother who would let herself be so influenced by one child she'd disinherit the others. It sounds like this was her personality for decades before she when to visit this son.
Who inherits is a legal matter. See a lawyer.
I think it would be a terrible shame if MIL's dysfunctional behavior is allowed to drive the children apart at this juncture. They were all victims.
The Will should be a Pour-Over Will, linking to the Trust, which establishes who the heirs are. You should try to get a copy of the Trust, to determine if in fact it only covers the house or covers more of her assets, as well as to confirm your understanding of the named heirs.
I was wondering since the Will was changed so long ago whether the Trust was created at the same time, or later. If later, the Will should have been redone to create a Pour-Over Will.
If you do file suit to contest the bequests, I think you'll have to prove undue influence as the basis for your challenge. Start gathering data that supports that premise.
When you get a copy of the Trust, and the Pour-Over Will, read it to see if there's an in terrorem clause, which provides that anyone who contests the will will either (a) inherit a limited amount, or (b) inherit nothing.
Until you see the Trust, you can't conclude for sure that the bequests are as you've written in your post. It's worth it to check it out.
He was taken into hospital (where we could all visit - Hilarious when we held a domino tournament in his private room!) He rallied for a while then eventually he died on the very day his wife had two years previously.
The funeral was incredibly simple give that we knew he had wanted the two black horses and to be 'walked out' of the village he had spent his entire life in. It didn't matter .... the streets were lined with people and while it was two black cars it was dignified. The funeral was standing room only and although he had always wanted to be buried next to his wife the family arranged a cremation.
The villagers were in uproar but of course nothing they could do. As you can imagine there was a sizeable estate and come the day of the will reading, the family all arrived at the solicitor's office alongside one other person - his best friend of about 40 years, who had been there thick and thin for his buddy.
I can't remember how many nieces and nephews there were but about 8. Apparently they were all given an envelope as was his friend.
His friend's letter said something along the lines of...... You have always been there for me and we have been through good and bad and come through smiling and I thank you for that. I want you to have my cars. You can sell them and enjoy your life or keep them and enjoy your life but whatever you do enjoy your life....remember our motto? You're a long time dead! Goodbye my friend
He had owned 5 perfectly restored vintage cars worth an astronomical amount which he and this friend had restored together.
To his nieces and nephews. Inside the envelope was a crisp £10 note and a letter that said something like. This money should be taken to the pet shop to buy food to feed the birds. You are all vultures and will not benefit one more penny from my estate. You have never visited in 30 years and it was too late after the death of my wife when you couldn't even move yourselves to come to her funeral.
The rest of the estate was sold in its entirety and the money given to 3 favourite charities - the amount? oh a minor amount really ....about £2 million!
They had no redress and no right to contend because a) he had left them money and b) had left a letter. That didn't stop them. They contended en masse and to the vast amusement of the village LOST en masse
Looking back, I now believe she had a mental illness of some sort. Her older sister was a diagnosed schizophrenic. MIL was extremely selfish, greedy and vindictive. She had taken in her husband's brother into their home as he was dying of cancer, and with a couple of her neighbors as witnesses, she had him sign a Will naming her as the sole beneficiary. She got all his money, which was quite a sum, after he died. Then his 3 siblings found out about it and contested the will and the money got clawed back. She had to share it equally with them. She was an evil, greedy and hateful person. In all the years (my husband and I have been married for 39 yrs) I have never known her to be on good terms with more than one of her children at any given time. Really it was common knowledge that the only child that mattered to her was the youngest, but when she turned him against her after his father's death, she then transferred her favor to the next youngest son, who she ultimately willed everything to. The "falling out" was when their father died and MIL told the funeral home, when asked what she wanted them to do with his ashes, said "I don't care - just throw them away!!" Youngest son was devastated and appalled at his mother's callous treatment of his father, who he had been quite close to. He was so much younger than the rest, that he was raised more like an only child, since the others were in college before he started school. Anyway, from that day forward, favorite son never spoke to his mother again and second-youngest son moved up to fill the position of "favorite".
My husband's sister, a kind and good-hearted person lived near MIL and really tried to do all she could to help her mother, but her efforts were always met with conflict. She is the one that flew with her mother to be with favorite son 5 states away, which was MIL's dying wish. She is the one I feel sorry for because she is a good person and tried so hard to keep her mother happy, but to no avail. She sat in her mother's driveway for hours, going to the door every so often to knock hoping her mother would answer. Then when she noticed a police car driving by she finally left, assuming her mother had called the police. This rift was over a decision to celebrate Thanksgiving with her mother the day after in order to accommodate her son's wife's plans to have Thxgvg dinner with her own family that year. MIL held a grudge about this the rest of her life, never speaking to her offending children nor grandchildren again.
Yes, there was a clause in the Will stating that if anyone challenged it they get nothing. My husband and I, because we are wealthy in our own right, were willing to be the ones challenging the will on behalf of the others. Unless there was a lot of life insurance, which I doubt, the only asset would be the house, valued at about $400 - $500k. So the amount for each sibling wouldn't be a large amount, but it is a lot to them. However I think with the Trust in place the estate is locked up tight. I think this brother "worked" his mentally disturbed mother to his advantage. But proving that is a longshot. So we will just let it be, and try to help the other siblings get over their wounds inflicted by their mother. I am told that favorite son is now giving away items to neighbors, strangers, anyone but family. It is sad, but even sadder is a mother of 5 that died, with no funeral service, no obituary, not even a mention. Poof. Gone. All that's left of her is the big grin on her favorite son's face that managed to tolerate her long enough to get his pot of gold. So there's of course MUCH more to the story, but that is the gist of it.
Mom was a narcissist. I was the scapegoat. I had to distance myself for emotional reasons and this was her punishment. As my brother told me, "mom is into pout and punish".
I will have to live with the notion that my mother didn't love me enough to make sure I was part of the family and got an equal share.
I don't agree that people should do whatever they want with their assets. We all leave a legacy to our families. What would you want yours to be?
I am so sorry for your husband. I know personally how much this hurts, so be very kind to him. And remember the son who did take the estate is the apple that did not fall far from the tree. Very sad situation, my heart aches for you all.
I'm sure it's hard on the unfavored siblings, and can understand their desire to receive some funds from the sale of the house.
However, my understanding of the in terrorem clause is that it's not upset by litigation, i.e., suing isn't going to change anything or reverse their exclusion.
I'm sure your willingness to challenge the will on behalf of the others is generous and good natured, but legally I question whether your husband does have "standing" to challenge on behalf of his siblings.
There are procedures such as "next friend" appointments for allowing a parent (generally) to sue on behalf of a minor, but I'm not sure legally how an adult could sue on behalf of his adult, mentally sane, siblings. I think the issue might turn on whether or not he has what's known as "standing" in legal terminology to represent them. The question could be asked why they can't sue on behalf of themselves.
I'm just saying that I think a good frank discussion with an attorney should be had before any funds are expended in litigation, especially if the in terrorem clause is upheld.
What you should discuss with an attorney are the grounds on which that kind of clause can be reversed. That might turn on case rather than statutory law, and access to an online legal database would likely be necessary. So a law firm would be necessary to evaluate your husbands and sibling's positions and advise whether a suit would be a waste of time and money, or if there is precedent for having reversed an in terrorem provision.
I think the point of contention is that the siblings feel their mother's estate should have justly been divided between all of the siblings, rather than just the second choice son, and that perhaps there was undue influence by him. But what was it?
I totally agree that undue influence is going to be hard, if not impossible, to prove. There's so much disconnect from the MIL that I don't know how anyone could really factually document and prove what influence the second son might have had.
What I find sad is the history of the daughter who attempted to help her mother but literally was pushed out into the cold. The MIL clearly wanted to disinherit all but the one son; it must hurt the other siblings but I think prolonging it is only going to cause more frustration and hurt.
I think I will work toward bringing the family together by talking up a reunion next summer in their hometown. That way their mother could look up from where she is (in hell??) and see her happily married children, their kids and grandkids and see that her family still lives on and loves eachother in spite of her best efforts to destroy it. That would be poetic justice for her and testament to the power of love and kindness. She gave us lemons...so we make lemonade!!
I do understand the pain caused by a brother's duplicitous acts; I suppose the only good part is that your husband didn't do any more than he did, while his brother was manipulating him. I would be furious though; it's a natural response.
That certainly doesn't speak well of the brother; perhaps the fact that he and the nasty mother spent their last days together is retribution enough - just having to put up with each other couldn't have been pleasant!
I think the idea of a family reunion, sans inherited brother, is a wonderful idea; hopefully it'll bring the family back together and heal some wounds, as the next generation lives in a more family like atmosphere.
At times, even at 63, I feel a deep anger that is digging its way out and I need to seek help to deal with it because it doesn't go away that easily. Take care