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Here’s an inheritance dispute between a man and his uncle. After the man’s mother passed, he received her inheritance. However, shortly after, he received threats to give up half of his portion to another family member.
Uncle Jack’s Request Raises Concerns
The original poster (OP), Henry, was approached by his Uncle Jack regarding the inheritance he received after his mother passed. Henry’s grandmother evenly split her $800,000 life trust between Henry’s mother and uncle. When Henry’s mother passed, he received her portion of the trust.
Unequal Sharing of Inheritance
Jack told Henry it was his grandmother’s wish that he share half of his mother’s inheritance, $200,000, with Henry’s cousin, Jack’s son.
Uncertain About Uncle Jack’s Intentions
This request threw Henry, and he asked if Uncle Jack planned to share his $400,000 portion of the inheritance with his son.
Uncle Jack replied that he would not share his portion because he was entitled to half of his mother’s inheritance.
Restructuring Grandma’s Life Trust
If Henry agreed, he would have to sign a contract to give up $200,000. Simple, right?
Suspicions Deepen for Henry
Henry was reluctant to sign anything. Shortly after the discussion with Uncle Jack, Henry received angry calls from his grandmother stating that she wanted him and his cousin to have equal money from her inheritance.
Conflicting Messages From Grandma
The strange part was that Henry’s grandmother, who has dementia, mentioned different numbers throughout the conversation. Additionally, she appeared unaware that the money came from her life trust.
A Desire for Resolution
His grandma’s odd behavior gave Henry suspicion that Uncle Jack was manipulating her to force him to give up his money. Unfortunately, things only get worse from there.
Henry Faces Intimidating Threats
One day, Henry received a phone call from his grandmother, threatening to write him out of the family. Shortly after, Henry received a text from his Uncle Jack’s wife saying he was a bad grandson with no relationship with his grandmother.
Dealing With Lies
These were all lies. Henry loved his grandmother and wanted all these threats to stop.
Alarming Concerns
“…This sounds like a red flag for elder abuse. Please report it to the authorities. Please.”
Greed and Entitlement
“If this is what grandma wanted she would have set it up long ago. Your Uncle and cousin are greedy and think they deserve everything. Nothing to be lost from losing contact with them.”
Refusing to Sign
“I’m glad you’re standing your ground. Do not sign anything! Your Uncle is absolutely in the wrong here. He’s manipulating your grandmother as you believe.”
High Funeral Costs
Things took an unexpected turn when Uncle Jack told Henry his grandmother’s life trust would be empty by the time of her death due to the high cost of living.
Should Henry share his inheritance, or is Uncle Jack manipulating him?
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