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Inheritance squabbles.

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    Inheritance squabbles.

    My father sadly passed in December and his will stated that his wished that my brother and I split his estate 50/50.

    Sadly his brother died recently and I was talking to his sister. She asked me if it was possible to put property into to trust so that her daughter would receive 100% of their property (to which I advised her to speak to an estate planning expert)

    In literally the very next breath she mentioned that my father had spoken about including herself, her sister and a distant family member and asked if my father will had been amended to reflect this (he hadn't and it hasn't).

    I was absolutely stunned that she thought her daughter should receive 100% of her estate yet my father should take care of her side of the family to the detriment of his children.

    My father lived on the other side of the country and my aunt and uncle did a lot for him. My brother and I had spoken about paying for a nice holiday for them but they can FRO now.

    Has anyone got any stories about such pettiness? I imagine my story is far from unique and the tip of the iceberg when it comes to resentment over money.

    #2
    Sounds rather muddled.
    In any event, any living wishes are invalid. The only thing valid is the Will save any dispute in contributions financially or workwise towards the estate. Only the terms of the Will is settled it can be split otherwise by agreement. Trusts can only be dealt with by a specialist solicitor but IMHO it's too late.
    "A people that elect corrupt politicians, imposters, thieves and traitors are not victims, but accomplices," George Orwell

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      #3
      Originally posted by Paddy View Post
      Sounds rather muddled.
      In any event, any living wishes are invalid. The only thing valid is the Will save any dispute in contributions financially or workwise towards the estate. Only the terms of the Will is settled it can be split otherwise by agreement. Trusts can only be dealt with by a specialist solicitor but IMHO it's too late.
      It's not muddled.

      1. My aunt wants 100% of her own estate to go to her daughter - any trust is up to her and nothing to do with my fathers estate.

      2. She also believes my father should have amended his will to look after her side of the family which I find quite unbelievable considering the point above.

      Comment


        #4
        Originally posted by TheDude View Post

        It's not muddled.

        1. My aunt wants 100% of her own estate to go to her daughter - any trust is up to her and nothing to do with my fathers estate.

        2. She also believes my father should have amended his will to look after her side of the family which I find quite unbelievable considering the point above.
        Does she know anything about bleeding radiators or films about gladiators?
        Old Greg - In search of acceptance since Mar 2007. Hoping each leap will be his last.

        Comment


          #5
          Originally posted by Paddy View Post
          Sounds rather muddled.
          In any event, any living wishes are invalid. The only thing valid is the Will save any dispute in contributions financially or workwise towards the estate. Only the terms of the Will is settled it can be split otherwise by agreement. Trusts can only be dealt with by a specialist solicitor but IMHO it's too late.
          Nope - you can do a deed of variation to move things round for ages until the estate is finally settled.

          What I will say is that wills bring out the very worst in people...

          Including from the funeral I attended last week - the hubby who

          1) brought his new companion to the funeral (note his wife has had Alzheimers for 5 years so we can get this at one level but she shouldn't have attended)
          2) announced to the step-children (he doesn't have any but new companion does) that for tax reasons he's keeping all 4 of her houses and the money
          merely at clientco for the entertainment

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            #6
            Originally posted by Zigenare View Post

            Does she know anything about bleeding radiators or films about gladiators?
            No but she is heavily into spiritualism so this could all have come from beyond the grave. Probably witnessed and signed by Elvis Presley.

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              #7
              My family have feck all so no squabbles here.

              I'm currently more worried that my Mum will end up in a home and the inheritance will go on care home fees.

              Comment


                #8
                Originally posted by ladymuck View Post
                My family have feck all so no squabbles here.

                I'm currently more worried that my Mum will end up in a home and the inheritance will go on care home fees.
                My father was not a wealthy man and it is quite possible his estate would have gone the same way.

                Comment


                  #9
                  After my wife's mother (MiL) died, a whole heap of tulip came to light.
                  The Will left everything 50/50 between my wife and her brother (BiL). (Although she had a partner, she wanted everything to go to her children.)
                  The Will named BiL and I as executors.

                  1) a few weeks before she died, BiL approached MiL's solicitor to try and get me removed as an executor (obviously, he was sent packing)
                  2) while she was dying in hospital, partner forged, and cashed, cheques of hers totalling £20k
                  3) also while she was dying in hospital, BiL and partner conspired to try and get her to sign a new Will excluding my wife (the doctors stopped this)
                  4) after she died, BiL kept trying to persuade me to stand aside as an executor (obviously, I later discovered why!)

                  Needless to say we haven't had much contact with BiL, or the partner, since!
                  Scoots still says that Apr 2020 didn't mark the start of a new stock bull market.

                  Comment


                    #10
                    Originally posted by ladymuck View Post
                    My family have feck all so no squabbles here.

                    I'm currently more worried that my Mum will end up in a home and the inheritance will go on care home fees.
                    I think you you need specialist legal advise now. I have known this to happen too many times. Sometimes it was not even necessary for the person to go into a care home but the council was very eager to get the person into a BUPA home, I wonder why.

                    "A people that elect corrupt politicians, imposters, thieves and traitors are not victims, but accomplices," George Orwell

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