On Fri, 26 Feb 2021 11:01:45 -0500, jmcquown >
wrote:

>On 2/26/2021 7:02 AM, Lucretia Borgia wrote:
>> On Thu, 25 Feb 2021 18:45:20 -0500, jmcquown >
>> wrote:
>>
>>> On 2/25/2021 6:07 PM, Dave Smith wrote:
>>>> On 2021-02-25 5:35 p.m., jmcquown wrote:
>>>>
>>>>
>>>> Maybe it is time to start passing the cost of the tax onto them. Figure
>>>> out your taxes based on the whole amount and then with only 1/3 of the
>>>> annuity. If they complain you can threaten to let the IRS know about
>>>> their undeclared income.
>>>>
>>> It doesn't work that way. Probate was finalized in 2009. Prior to that
>>> I talked to at least seven agents via the phone at the IRS (in one phone
>>> call!) about this issue before I filed the Estate taxes. They were all
>>> very helpful and understood my questions. Each tried to find a way to
>>> make them file on their share. Unfortunately the tax code isn't written
>>> that way. It all came down to the beneficiary listed on the annuity. I
>>> was responsible even if I distributed the money to my siblings. I
>>> cannot go back and change a settled estate now. The IRS doesn't
>>> consider it "undeclared income". Done deal. Oh well.
>>>
>>> Jill
>>
>> As I read it, you got the whole house to yourself, not shared with
>> them so that more than pays their shares of the taxes!
>>
>You really are obtuse. My mother left the house to me because I'm the
>one who picked up and moved in to help her with Dad, who had
>Alzheimer's. Neither of my brothers lifted a finger. If she had wanted
>them to have a share of the house she would have specified in her Will
>that it be sold and the proceeds split. She didn't do that. (Legally I
>could have kept all the money from that annuity rather than split it
>with them, BTW. I didn't do that, either.)
>
>My greedy middle brother threatened to contest Mom's Will (claiming she
>was demented) simply because he thought I should sell the house and give
>him more money. Her lawyer informed him under South Carolina law the
>house became mine immediately upon her death so even if I chose to sell
>it he was not entitled to a dime of that money. Her lawyer further
>informed him that if he wanted to waste his time and money hiring a
>lawyer and going to court to contest the Will he'd be right there
>testifying on Mom's behalf. She knew exactly what she was doing.
>
>Our father died in March, 2008. When we got back from Dad's funeral,
>Mom went to lie down. My brothers were walking around the house,
>picking out all the things they wanted! I was appalled. I told them to
>shut the hell up. I said, "Mom isn't dead." I am 100% sure she could
>hear every word they were saying. She met with her attorney and had her
>Will drawn up the next month. Get it now?
>
>BTW, they did get their pick of all the furnishings in the house.
>Middle bro had long coveted some "antique" carved Chinese "ivory"
>statuettes of an Emperor and Empress and an "ivory" ceremonial incense
>burner. (I'm pretty darn sure it wasn't ivory; Dad had a way of picking
>things up when we lived in SE Asia he thought was valuable and he often
>got taken. Dad bought the alleged ivory in 1969 and was told it was 100
>years old. Sorry, it didn't have the right patina to be real.) Brother
>got the carved teak "elephant chairs" with Thai silk cushions and the
>carved teak bar with a marble top that he'd always wanted. He also took
>every mirror in the house (except those attached to the walls in the
>bathrooms). My oldest brother asked for the master bedroom furniture.
>I gladly gave it to him. He also asked for a couple of lovely framed
>Chinese embroidered silk scarves with glass beads and the hanging silk
>wall screens. Also the Noritake 'Bamboo' pattern china. No problem.
>
>Note: my oldest brother told Scott when we got back to the house after
>Mom's funeral he felt I deserved the house. He's also the one who came
>down here to pack up all the things they each wanted and drive them in a
>rented truck to personally delivere the furnishings, etc. to our
>brother. (Again, Scott didn't lift a finger.)
>
>You want I should feel guilty? Think again. Then again, you seem to
>think I'm stuck in some sort of old folks home. It might surprise you
>to know many of my friends and neighbors are right around my age.
>
>I neglected to tell you, I'm sorry you lost your brother when he was 15.
> That was surely tragic. But you cannot empirically state you would
>have gotten along with him 40 years later. My middle brother and I were
>very close for a long time. We shared a rental house for a number of
>years when we were in our 20's (he's only 3 years older than I am).
>Things changed later on. That's life. <shrug>
>
>Jill

Jill, don't feed these people. It's NONE of their business and the
more you explain things, the more they will try to pick it apart.
Ignore them.