Our mother died 2 years ago and left a pension to be split between my brother and me. I sent in my paperwork and got my share. I just received an email from the company stating that they had sent my brother the paperwork twice and he never returned it. ( I also gave him the paperwork twice) Since he never responded, the company is now sending me his share of the money. WIBTA for keeping the money since I will have to pay taxes on it.
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Our mother died 2 years ago and left a pension to be split between my brother and me. I sent in my paperwork and got my share. I just received an email from the company stating that they had sent my brother the paperwork twice and he never returned it. ( I also gave him the paperwork twice) Since he never responded, the company is now sending me his share of the money. WIBTA for keeping the money since I will have to pay taxes on it.
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> WIBTA for keeping my brothers money that the company sends to me
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Contest mode is 1.5 hours long on this post.
YWBTA. Yes obviously. Send him the amount minus taxes.
Yes you would be
NTA
He hasn’t bothered to submit the required documentation although he’s been given it FOUR times. Clearly, he doesn’t want or need the money, or he would have responded.
Yes, you would be but, give him his share minus any costs and taxes you have incurred
You’re looking at it wrong. It’s not your brother’s money. He would have needed to claim it to make it his. This is now unclaimed inheritance being allocated to you.
It’s not your responsibility to manage your brother’s life or finances.
Pretty sure this also would open you up to some kind of liability
Yes indeed YWBTAH. That’s not your money.
Very simple. Ask him if he sent the paperwork in and why he didn’t send it in. You tried to help him by giving him the paperwork twice, the company also sent it twice so he had his chance. Maybe check with the company to see if he can still file the paperwork? Otherwise he had his chance(s) and failed so he loses.
No matter what you do, take the tax money out if you give him anything. I might hold it and see how long it takes before he realizes what happened. Maybe take a fee for dealing with his laziness.
YBTA. Give him his share. No sense destroying family over non life changing cash.
YWBTA if you didn’t at least try to reach out to him and let him know. And I would assume you’d probably lose whatever relationship you have with your brother if you took the money without telling him.
If he never claimed it after being presented the chance to 4 times now, and still has done nothing, and they’re now pretty much gifting it to you because he hasn’t claimed it with probably more than enough time has passed to claim it, than in my opinion you wouldn’t be the asshole for keeping it
INFO: have you told your brother they are sending you his money?
Does he have some sort of psychological reason not to claim the money? Maybe it’s his way of not accepting that they’ve died.
Don’t be an a hole. Get the money and keep it for him, save it to help him when he needs it.
Worst case, wait a few years and do something for him with the money that your parents would have wanted for him.
Figure out what the taxes are and deduct it from his share then give it to him.
Don’t be a dick.
I would want to make him aware of it at least. If it continues to come to you I’d be removing enough from it to cover my extra on taxes. If he doesn’t want it, roll it into an IRA and set it up for his children. That’s the right thing to do IMHO. Life is already hard. Help your family for future generations even if he doesn’t want too.
I would pay the taxes on it and shoot it his share, he obviously doesn’t have his head on his shoulders currently. Check up on your brother there’s a reason he hasn’t done the paper work.
NTA- He had multiple chances to claim the money. Hold onto the money. If he ever asks, take out the amount you paid in taxes.
Would he be the AH if he did?
You would be a colossal asshole. And a thief.
INFO: did you like, talk to him?
The money should be held in a trust in your brother’s name.
It’s not your money. It’s your brother’s.
You need to get legal advice. No, you should not cash the cheque.
Unpopular opinion here but YWNBTA to take the money. YWNBTA to not just send him the money. However, YWBTA to spend all the money and tell him he gets nothing if he does finally come around and ask for it. Set it aside in a high yield account or invested in something that won’t fail. He gets the dollar amount that was given to him by your mother, you get any benefits on top of that amount.
Wtf lol. Yes. I could understand if it was a $100 tax credit that he neglected to fill out paperwork for. Maybe he just isn’t good at taking care of paperwork or appointments. It’s your mother’s inheritance. She just died, maybe he’s grieving or something. No, you wouldn’t be the AH for that. You’re an AH for even considering it enough to ask about on reddit. AH
ETA: I now see from rereading it that it was 2 years ago. Still, no change.
Who is the executor of the estate? Should that person be the one to hold the money and pay the taxes?
YWBTAH,
Definitely don’t give him everything, you need to recover the tax money. Then give him what is left. The Government will have gotten their share, so give him what he is due.
NTA
You were sent the money and paid taxes on it. It’s yours. If he needed or wanted it he would have filled out those papers.
You should take the taxes out before you give the money to your brother. I think if you keep the entire amount, you would be TA. It would also probably destroy your relationship with you brother forever.
Obviously yes. YWBTA
YTA – In what world would you stealing someone elses money not make you the asshole?
A pint of blood is worth a gallon of gold.
Your duty is to fulfill your mother’s wishes. Period.
Sounds like your brother might have adhd and/or be dealing with some heavy grief. Take only what you need to cover your expenses from it and deliver the rest to him.
I’d set the money up in an account to draw interest while I waited to see if he noticed what’s gone on. If he said anything, I would give him his original portion minus taxes, and I’d keep the interest. If he never noticed, I’d leave the principal amount alone and draw the interest out from time to time to spend on something I wanted.
The money is your brother’s. Give it to him minus what it cost you.
NTA but ask a lawyer to make sure you are in the clear
NTA
Pension plans are usually heavily scrutinized. They would not be sending you the money unless they were legally allowed to do so per the terms of the pension.
Your brother failed to claim his portion of the pension per the terms and conditions of the pension – which was probably clearly outlined in the paperwork he ignored.
Depending on how much money it is, I’d keep some aside for him (more for his kids if he has / ever has any) and just move on with my life.
Yes you would, he also might be able to sue you for it.
I’d just tell him he has two weeks or they’re going to keep it.
Are you guys NC for some reason? If so, are you sure the address the paperwork is being sent to is actually his? The logical thing is to contact him and figure out what’s going on. You would be TA if you took his money without bothering to have a simple conversation with him first.