“Am I reading this right?” Jessie asked, holding up a page from the will. “You have sixty percent and we each have ten percent?”
“I guess that’s right.”
“There seems to be ten percent missing. Where is it?”
Larry cleared his throat. “Ten percent is to be paid to an irrevocable trust and the trustee is an attorney. I don’t know the recipient and your father didn’t name one. Just the trustee. It could be anyone or anything. It could be an undisclosed charity. It could be someone in need your father wanted to help. I honestly have no idea. This sort of thing isn’t that unusual.”
“Oh? Is it a secret?” Jessie asked.
“I suppose you could see it that way. Or it could be your father wanted to take a small amount out of his estate for some cause he supported...”
“But it’s not small,” Jessie said. “It’s over two hundred thousand dollars! Mom?” she said, looking at Anna. “Do you know?”
“I don’t,” Anna said. “I admit, I’m curious. But it wouldn’t surprise me if there was a client or needy family he knew about that he wanted to remember in the event of his death. His untimely death.”
“Why would he keep it a secret?”
“I have no idea,” Larry said. “He said it was a pet project that he wanted to remain confidential, then he added that he wasn’t planning to die and so it would likely become irrelevant. I took that to mean he’d probably donate money before the next revision of his will.”
“We often did that at the end of the year,” Anna said. “Depending on how the taxes were looking, we might make a charitable donation to help out as well as bring our taxes down, but he didn’t talk to me about this trust, either.”
“Maybe we should contest this will, if only to learn where the money is going. It’s a lot of money,” Jessie said.
“It won’t change the percentage you’re getting,” Larry said. “And there would be legal fees. Sometimes it’s easier and cheaper to let the departed have their way. It is his money to disperse as he will.”
“I realize that,” Jessie said. “But that ten percent stands out like a pimple on a nose and I’d like to know what my father’s intentions were and, if possible, why.”
“Why don’t I write a letter to the trustee, explain your questions and confusion and see what the response is. Before you consider dragging this out in a lawsuit, which will certainly deplete your funds.”
“I don’t care what he wanted to do with his money,” Mike said. “It was his money.”
“If Jessie wants to sue Daddy’s estate, she’s on her own. I won’t go along with that,” Bess said.
“Don’t you want to know this part of Daddy’s life that was secret?”
“People are allowed to have secrets,” Mike said. “I can live with that. We know he wasn’t a bad person.”
“Mom?” Jessie asked, looking for support.
Anna took a breath. “I’m completely blindsided by this and I don’t know what to do. Part of me thinks this might be something I don’t want to know, another part wonders what the hell was going on. I’m conflicted.”
“You must have suspected something,” Jessie said. “You were always in his business.”
Bess gasped, Mike grunted in disapproval. Anna sat silent. And Jessie cried. “I’m sorry. I didn’t mean it in a bad way, but you two always communicated everything and I don’t understand what was up with him. Why he decided he had to go rafting on one of the most dangerous rivers in the country! And leave a part of his estate to an unknown person! We should all want to know.”
“It’s not that unusual,” Larry said, interrupting the tirade. “I have a client who disagreed with his wife politically—they both have large portions of their individual estates willed to the political party of their choice, the only way they had of getting even. I know of a man who has bequeathed part of his estate to a horse, ensuring said animal will be pampered into old age, though that’s not confidential. Another client is bequeathing money to a person who helped him out of a huge gambling debt and no one, absolutely no one, knew he had a gambling problem, including his family. Whatever or whomever this small portion will go to, it’s probably something Chad thought would create a problem or argument if disclosed. It’s not something he wanted to share and I didn’t press him because it’s his money and his decision. He didn’t need my approval. And he didn’t need yours. Pursuing it could create more trouble than it deserves.