My uncle called
this past Tuesday and told me that the lease for drilling rights we
signed back in 2011 was done, and the company wants to execute
another lease. He asked me to contact the lawyer representing the
company’s interests because he might not know that the oldest
sister died and might need information from me.
I called him and,
as lawyers go, he does a better job at pretending to be a real,
caring human than most. He’d already found out about the death (“so
sorry for your loss”) and did need help contacting her surviving
husband and children. I gave him what information I could and also
assured him I’d get the information to my brother-in-law so that he
could call him.
Without having
thought about it prior, I suddenly asked him if he knew about L. I
explained her relationship to us and told him that we didn't do
anything about it last time, but that I’d given her half of my
share. I can only imagine what goes through a lawyer’s mind when
they hear about someone giving someone else money when they have no
legal obligation to do so, but he remained calm, and if his heart
rate went up a good bit he did a good job of hiding it.
He told me that
I’d done the right thing to tell him about it, but it was up in the
air whether or not L had any legal claim. In the state of Texas, he
said, normally she would certainly be entitled to an equal share of
the inheritance. However, she was adopted, and since (as far as I can
tell) it was a legal, valid adoption (as opposed to a family member
“adopting” a child to raise as their own without any legal
paperwork) it can be presumed that her biological mother (who was a
minor at the time of L’s birth) and my father would have signed
away parental rights. If that’s the case, then her legal claims to
any of his property later would possibly also be forfeit*. He said
he’d have to dig a little deeper to find out for sure and would let
me know.
I was kind of
disappointed in his answer, because I’d hoped that he would
immediately say “Yes, she owns an equal share and there’s no
question about it, and I’ll get out paperwork right away.” That
way L would get what I consider her fair share without me having to
try to convince the other sister or anyone else. It would be a fait
accompli, and she would just have to deal with it. It would mean we’d
each receive a little less money because the share would be in fours
instead of threes.
Now with the
likelihood that she would have no legal claim at all, it would again
be up to me to do the right thing. It’s not that I don’t want to,
but me giving up half is costing me a good bit more than if each of
the three stakes (mine and my middle sister’s, and my oldest
sister’s divided among her kids) gave up a quarter and did so
legally. We’re not talking about life-altering sums of money here
by any means, but the difference most of a house payment!
I got home and
told the wife we were going out to eat instead of going to the gym. I
waited until we’d been seated and had ordered before telling her
that Uncle B called, and explained the lease proposal. I also said I
talked to the lawyer about L and her legal status and was trying to
explain where that stood, but she immediately started objecting and
saying I shouldn't bring it up, and acted pissed when I pointed out
that it’s too late. She asked if I’d said anything to L and I
said I hadn't (I’d only known for a couple hours by this point
myself) and she said “Well, don’t!” I told her what the lawyer
said about L probably not having any legal claim, and she said
something along the lines of “Just let it go then.” Frankly, her
pushy, bossy attitude was pissing me off! I’m not going to act
without talking to the wife about it, but I expect it to be a
conversation between us, not her making commands about what I will
say or do about it. It’s “our” money in the same sense that all
of our money is “our” money, but this is one of the few times
that I feel like the final decision is ultimately mine. I let it drop
for the time being because I didn’t want to argue about it. I
wanted to know what the lawyer found out before making a big issue
out of it with the wife or anyone else.
The lawyer called
back Thursday and, long story short, it’s up in the air. It depends
on exactly what is written in the adoption papers, whether or not
California law would trump Texas law (Dad lived in California at the
time he died) and even then the law isn't exactly clear on the
answer. We decided to table the issue for the time being, but we’ll
have to look into it again if they do put some producing wells on the
land. Then it becomes a matter of steady income versus a one-time
payment.
For the moment,
though, I’m stuck on what I should do. Or rather, I know what I
should do, but everywhere I turn I have to deal with people who are
hostile to the situation. This is how things break down:
1) Morally, I
think L has the same legal claim to the land as we do. The three
shares should become four equal shares. Without a clear
interpretation of whatever laws are in play to force that to happen,
it would require me to convince the older sister and the oldest
sister’s family to agree to that split. If one or both say “no”
(and I know the older sister would shut me out just because she won’t
want to have any discussion that involves L) I have no leverage to
force them to do it without causing a lot of animosity. There is the
argument that they should agree to it because it would protect us all
legally from potential problems down the road, but it’s not a very
strong one because of the legal ambiguity.
2) The next
option would be to have L sign what amounts to an agreement to the
lease conditions without making a legal claim to the land, but also
without relinquishing it should we determine down the road that she
does have a legal claim. This would protect everyone from potential
legal scenarios, and I would again just give her half of my share
(minus federal taxes that I’d have to pay on the total.) I would
prefer to do this for now, even though it’s really just a stop-gap
measure. It would relieve my conscience and L would get some money I
know she could use.
But that probably
means an argument with the wife that would be less about the money
than about her perception that once again I’d be bending over
backwards sacrificing something of “ours” for L. I can’t deny
that I haven’t done this, but in this case I think it’s
different. But the wife won’t see it that way, and it will just
build more of a wall between us.
And I can’t say for sure that L would go along with it quietly in
any case. If I just told her a new lease is in the works and I'm
giving her half of my share, like last time, that would most likely
be fine with her. But asking her to sign some paperwork could be...
tricky. She might simply refuse to sign anything, and be insulted
that anyone would think she'd make trouble. She'd take it as a
personal affront, not realizing (or caring) that it's as much for her
protection as anyone else's.
3) Finally, I can
not say anything to L and keep all the money for us. It keeps the
peace with the older sister and with the wife, and if L doesn't know
about it she won't miss it, right? Right.
Except I know,
and I feel like shit about it. I'm betraying L by not standing up for
her and making sure she gets what (in my mind) is rightfully hers. I
really don't give a damn if the law says she has a valid claim or
not, but I just don't know if I have the heart to face the shit storm
from all sides if I try to fight it.
And yes, goddamn
it, to my shame I have dollar signs in my eyes. If all of us agreed
to share with L, it'd take a bite out of the amount we'd get. But
giving up half would be a big chunk, and... well, fuck, why do I have
to make all the god damned sacrifices? With this money, the wife and
I can plan a vacation to the beach that won't put us deeper in the
hole. Okay, L could use the money too, but her financial problems are
largely the result from horribly bad decisions she's made over the
past three years or so.
Fuck.
*I’m not a
lawyer and I can’t vouch for the veracity of what the lawyer said;
only that he said it. Please don’t jump in with your judgment of
the legal situation unless you are a lawyer in Texas familiar with
oil leasing, adoption and inheritance laws. Even then, unless you’re
going to represent me or L for free, don’t bother. I mean no
offense, but I don’t want to get in the middle of what you think
should be the case versus what the lawyer in charge of the paperwork
is saying. Besides, I’m not writing any of this in a bid to get
legal advice from anyone.
I'm certainly not an oil & gas attorney from Texas and have no wisdom to offer other than to say "good luck w that.". But I can't help thinking this sort of reminds me of a plot from Dallas. Maybe you should write it up and submit it. Regardless of how it's split, congrats on the windfall. Do something nice for yourself.
ReplyDeleteOMG, tell me about it! While I was talking to the attorney, I'm dropping all these little wrenches into the works, like "oh, we have a half sister" and "oh, the other sisters don't like her" and "one of the deceased sisters sons is in prison." At one point, he couldn't help himself and started giggling, which got me going.
DeleteYea, this whole situation would make a helluva show, wouldn't it?
Do the right thing. Not split your share, but everyone's share. L will eventually find out and it will be more painful after a payout has been made.
ReplyDelete