Welcome to DU! The truly grassroots left-of-center political community where regular people, not algorithms, drive the discussions and set the standards. Join the community: Create a free account Support DU (and get rid of ads!): Become a Star Member Latest Breaking News General Discussion The DU Lounge All Forums Issue Forums Culture Forums Alliance Forums Region Forums Support Forums Help & Search

no_hypocrisy

(46,267 posts)
Tue Feb 6, 2024, 07:57 AM Feb 2024

My father disinherited me and my siblings almost 10 years ago.

Years ago, my parents partitioned 50/50 the property and house where I grew up.

Mom died and left her half to me.

Dad died and left his half to four charities. No $$ to me. Gave me a life estate to his half, meaning if I died or sold the property, the four charities would get half of the proceeds of the sale. For ten years, I alone carried the burden of paying the property taxes, paying for repair and maintenance, and paying to restore the house from its decrepit state.

OK, so I sold the house for a good price last June. Worked with the four charities during the sale. It is what is/was.

However, feeling unsettled about being disinherited, I decided to volley the ball back over the net.

I asked the charities to use every cent of my father's donation solely for their projects, e.g., scholarships, research, new programs, etc. and not to dedicate even a plaque with my father's name to memorialize his largess.

Yes, they were taken aback, as a lot of donations have a qualification of remembering a donor. And they were gratified. And so was I.

Am I petty? Perhaps. OTOH, the charities had their money. Obviously, I couldn't address my father for his testamentary choice. I feel/felt that I could move on.

20 replies = new reply since forum marked as read
Highlight: NoneDon't highlight anything 5 newestHighlight 5 most recent replies
My father disinherited me and my siblings almost 10 years ago. (Original Post) no_hypocrisy Feb 2024 OP
Sounds like a good plan... MiHale Feb 2024 #1
Perhaps a little petty... but it sounds like he was as well.. FBaggins Feb 2024 #2
Yes, no obligation, but no_hypocrisy Feb 2024 #4
Imagine AKwannabe Feb 2024 #9
I think you acted like a responsible adult, and should be commended for it ms liberty Feb 2024 #3
good for you!...when my parents passed (near the same time) i was executor of their wills.. samnsara Feb 2024 #5
Real life family drama tops TeeVee anytime! wolfie001 Feb 2024 #10
Executor is a tough job. Hope22 Feb 2024 #11
I think you did what you needed to do. KarenS Feb 2024 #6
People do crazy things with property and estates bucolic_frolic Feb 2024 #7
Good for you!!! wolfie001 Feb 2024 #8
Just a question... Think. Again. Feb 2024 #12
Yes, possible, but not practical no_hypocrisy Feb 2024 #13
Thanks... Think. Again. Feb 2024 #14
Good move. Paladin Feb 2024 #15
There is nothing wrong with serving back what you are given. LakeArenal Feb 2024 #16
when my mom passed over , i wasnt exec,but was asked to do some on the ground rapid AllaN01Bear Feb 2024 #17
My mom died when I was twelve dad died broke Tribetime Feb 2024 #18
We found that it is very important that parents Prairie_Seagull Feb 2024 #19
He updated his Will every year for 10 years. no_hypocrisy Feb 2024 #20

MiHale

(9,793 posts)
1. Sounds like a good plan...
Tue Feb 6, 2024, 08:08 AM
Feb 2024

You fixed up the place, kept in from being sold for back taxes, probably made the charities more than they would’ve if you didn’t do anything. So personally you did awesomely and should have your considerations justified.
Went through rough patches with my siblings after our parents passed. It’s all good now.

FBaggins

(26,783 posts)
2. Perhaps a little petty... but it sounds like he was as well..
Tue Feb 6, 2024, 08:13 AM
Feb 2024

Unfortunately… the charity has no obligation to pay any mind to your preference

no_hypocrisy

(46,267 posts)
4. Yes, no obligation, but
Tue Feb 6, 2024, 08:19 AM
Feb 2024

the charities scrounge for every cent they can. They get around the tree, the room, the plaque situation by including the donors' names in quarterly publications. Which usually aren't read.

I can live with that.

AKwannabe

(5,688 posts)
9. Imagine
Tue Feb 6, 2024, 08:55 AM
Feb 2024

A user with the name Baggins says you are petty. Hahahaha!

You are not. You father may have been…

samnsara

(17,656 posts)
5. good for you!...when my parents passed (near the same time) i was executor of their wills..
Tue Feb 6, 2024, 08:20 AM
Feb 2024

..but we three sisters were equal as power of attny (NEVER do that ) and one of my younger sisters tried (tried) to wrench my p o a away from me. When it came time to sell dads house and deal with the estate etc i charged the estate 32$ an hour for me doing all this stuff. MOST families never take advantage of this perk but i sure as hell did. I claimed an additional 10G to the estate that I immediately gave to my married dtr and her family for their overwhelming bills.

Ooooo were my sisters maaad esp after they got their share and the invoice my lawyer provided them mistakenly read that i received an additional 100,000$ for my part as executor.


heehee

Hope22

(1,902 posts)
11. Executor is a tough job.
Tue Feb 6, 2024, 09:15 AM
Feb 2024

The siblings who fight, back stab and try to manipulate the settlement don’t realize they are just making their share smaller. My sister had two different lawyers after me. She thought I would be dishonest as she and her husband would have been. Luckily the estate attorney knew the history and took responsibility for dealing with the problem. Thankfully the estate paid that bill. After five intense years of caregiving I thought the hardest part was over when my older sister died. Boy was I wrong! I’m glad you took the payment for Executor. It is a demanding job!

KarenS

(4,090 posts)
6. I think you did what you needed to do.
Tue Feb 6, 2024, 08:21 AM
Feb 2024

And I applaud you for it.
Getting older is hard. Taking care of business as we age is hard.

bucolic_frolic

(43,442 posts)
7. People do crazy things with property and estates
Tue Feb 6, 2024, 08:39 AM
Feb 2024

and you wonder what type of advice lawyers give. Usually advice that gives more fees to lawyers. You got hollowed out by property taxes. The charities had no such problem.

Think. Again.

(8,690 posts)
12. Just a question...
Tue Feb 6, 2024, 09:41 AM
Feb 2024

...would it have been legally possible to offer to buy-out the charities for the value of their half of the property giving you full ownership if you wanted to?

Think. Again.

(8,690 posts)
14. Thanks...
Tue Feb 6, 2024, 09:51 AM
Feb 2024

I don't know how any of that works so I was curious.

I had a very bad experience with my father's estate myself due to a greedy sibling, so never had an opportunity to handle things reasonably.

LakeArenal

(28,863 posts)
16. There is nothing wrong with serving back what you are given.
Tue Feb 6, 2024, 10:06 AM
Feb 2024

That honor your parents thing has no basis in reality. If you are treated poorly, you have no obligation to “turn your cheek”, even and maybe especially for family members.

AllaN01Bear

(18,669 posts)
17. when my mom passed over , i wasnt exec,but was asked to do some on the ground rapid
Tue Feb 6, 2024, 10:42 AM
Feb 2024

hard decisions . i got through it.

Tribetime

(4,715 posts)
18. My mom died when I was twelve dad died broke
Tue Feb 6, 2024, 10:44 AM
Feb 2024

Doing Uber till day he died even with University of Notre Dame Engineering degrees....You are way more fortunate than others

Prairie_Seagull

(3,344 posts)
19. We found that it is very important that parents
Tue Feb 6, 2024, 12:26 PM
Feb 2024

leave very explicit wills and if significant assets are involved that they be updated frequently. Of course for you this may be 20/20 hind site but maybe others will see this and think about it.

no_hypocrisy

(46,267 posts)
20. He updated his Will every year for 10 years.
Tue Feb 6, 2024, 03:21 PM
Feb 2024

We were disinherited each time.

He did leave $35,000 to our neighbor though.

Latest Discussions»The DU Lounge»My father disinherited me...