"My dad died this summer, leaving my sister and me a modest inheritance of his retirement savings and life insurance, that he specified in his will be split 50-50 (it amounted to about $80K each). He had given us money some years before he died-me to help save a business I had, and her to buy a car and pay off some debt."
"You don't owe her anything. I'm floored at how many letters we get from people who invoice (either informally or literally) their siblings for things they didn't agree to pay for, once inheritance issues are closed out. If she feels that your dad should have given her more while he was alive, it's not your job to compensate for that. And the will explicitly states that the inheritance be split 50-50-not that your lifetime allocation be 50-50, and that it's your responsibility to remedy any imbalances."
A father specified in his will that retirement savings and life insurance be split equally, about $80,000 each. The narrator previously received roughly $70,000 to support a business that later failed. The sister received earlier funds for a car and debt and provided caregiving and estate administration. The sister is closing a final bank account of about $12,000 and demanded $9,000 reimbursement, claiming unequal lifetime gifts. Legal guidance indicates the will governs distribution, prior lifetime gifts do not obligate reimbursement, and the sister must split the $12,000 equally.
Read at Slate Magazine
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