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Chapter 8: What the Document Said

Daniel's lawyer was a woman named Carol, who had handled his father's estate the first time and who listened to everything Daniel told her on the phone without interrupting once.

When he finished, she was quiet for a moment.

"Bring it in tomorrow," she said.

"Don't let anyone else handle it."

We went together.

Nora came with us, asleep in her car seat, entirely indifferent to the fact that her grandmother had potentially concealed a legal document for four years.

Carol read the codicil twice.

Then she set it down on her desk and folded her hands.

"It's valid," she said.

"Properly witnessed, properly dated.

Filed with the original will but — yes, it appears it was never submitted for probate."

"Is that legal?" I asked.

"It's not.

The executor — which was Margaret, as the surviving spouse — had a legal obligation to submit all testamentary documents." Carol looked at Daniel.

"She didn't."

Daniel's hands were flat on his knees.

"What does it say?

Exactly."

Carol turned the document to face him.

"Your father left the Vermont property and thirty percent of the investment portfolio to you outright, with no conditions.

That part was in the original will and was executed correctly." She paused.

"The codicil addresses a separate asset.

A private account your father held that was not included in the original estate filing.

The balance at the time of his death was approximately four hundred thousand dollars."

The room was quiet.

"He left it to you," Carol continued.

"With one condition.

That you use it, in whole or in part, to support yourself or your immediate family — meaning a spouse and children — within ten years of his death.

If you had no immediate family within that period, it was to go to a named charity."

Daniel stared at the document.

"That's it?" he said.

"That's the condition?"

"That's it."

"There's nothing about Rebecca.

Nothing about reconciliation."

"Nothing."

Daniel looked at me.

"She lied," he said.

"She told Rebecca the condition was about staying married to her.

But the actual condition was just — use it for your family."

"Which you have," Carol said simply.

"You have a wife.

You have a daughter.

The condition is met."

"And my mother knew this."

"She's known it since your father d*ed."

Daniel leaned back in his chair.

He looked at the ceiling for a long moment.

"She invented the reconciliation clause," he said.

"She told Rebecca there was a condition that didn't exist.

To make Rebecca believe she was owed something.

To keep her emotionally available.

To use her as a tool."

"That's how it reads to me," Carol said carefully.

"And she hid four hundred thousand dollars that my father left me."

"Yes."

"For four years."

"Yes."

Carol let the silence sit for a moment.

Then she said, "Daniel, what would you like to do?"

He looked at me.

I didn't tell him what to say.

That wasn't mine to decide.

He looked back at Carol.

"What are my options?"

"You can pursue this civilly.

Failure to disclose a testamentary document is a serious matter.

There may also be questions about what happened to the account in the interim — whether it was properly maintained, whether any funds were moved." She paused.

"I'd want a forensic accountant to look at it before you decide anything."

"Do that," Daniel said.

"And Margaret?"

He was quiet.

"Send her a letter," he said.

"Formal.

From you.

Telling her we know about the codicil and that we're reviewing the account.

I want it on record that she's been notified."

Carol nodded.

"And contact with your family in the meantime?"

"None," he said.

"Not until this is resolved."

We drove home mostly in silence.

Nora woke up halfway and made small sounds from the backseat.

I reached back and put my hand near hers and she wrapped her fingers around my finger without opening her eyes.

"She's going to say I turned you against her," Daniel said.

"I know."

"She's going to tell people that.

Her friends.

My cousins.

Anyone who will listen."

"Probably."

"Does that bother you?"

I thought about it honestly.

"Not as much as I thought it would," I said.

He glanced at me.

"She wrote those words on the back of that photograph," I said.

"She invited Rebecca into the delivery room.

She hid your father's money for four years and used it to manipulate two people who trusted her." I looked out the window.

"Let her tell people whatever she wants.

We know what happened."

May you like

He reached over and put his hand over mine.

We drove the rest of the way home in quiet that felt, for the first time in days, like something other than dread.

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