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Previously on "Can you contest a will to dis-favour yourself?"

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  • EternalOptimist
    replied
    This is worthy of Machiavelli himself.

    You and your brother agree to be diinherited, but you put the wrong date on the form, then too late bro. Doogie gets the lot

    brilliant





    Leave a comment:


  • formant
    replied
    Originally posted by mudskipper View Post
    I guess his fear is that, should your mother meet someone else and remarry, some or all of his money ends up outside the family.
    Yes, that would be my guess too. It's a sensible concern, I think. I mean, I don't expect my mother's will to favour my partner over her grandchild(ren) should she outlive me. Similarly, I'd be puzzled if I inherited from my in-laws in the unlikely event that they'll outlive my partner.

    I do think it's pretty unethical to disrespect your grandfather's (or anyone's) will.

    Leave a comment:


  • mudskipper
    replied
    I guess his fear is that, should your mother meet someone else and remarry, some or all of his money ends up outside the family.

    Leave a comment:


  • d000hg
    replied
    No point quibbling while he lives as long as the law is sensible and allows all involved parties to come to their own arrangement.

    As soon as the money becomes mine it is mine to give to my mother if I wish, but I can say for sure he would prefer none if it goes to the taxman.

    Leave a comment:


  • OwlHoot
    replied
    Originally posted by mudskipper View Post
    Shouldn't you respect your grandfather's wishes?
    I'd certainly show every sign of respecting his wishes and not quibble while he's alive, or he might leave the whole lot to the Pigeon Preservation society or something ridiculous.

    Leave a comment:


  • d000hg
    replied
    Originally posted by LatteLiberal
    Sorry didn't realise that, you don't say that in the post and I haven't been on the forums lately.
    OK then. I deleted my post.

    Leave a comment:


  • d000hg
    replied
    Originally posted by mudskipper View Post
    Shouldn't you respect your grandfather's wishes?
    His wish certainly would not be that any of it goes to the tax-man, arranging his affairs to minimise tax within the law is basically his main hobby!

    Leave a comment:


  • Troll
    replied
    If all the parties named in the will agree then you can pretty well amend it to whatever suits


    HTH

    Leave a comment:


  • Gibbon
    replied
    Originally posted by SimonMac View Post
    It would be easier for your mother to contest the will and then you and your brother agree to her objections.


    IANAL
    Only if she was named in an earlier will or if she was blood line. I know cos I'm contesting one at the moment.

    Leave a comment:


  • mudskipper
    replied
    Shouldn't you respect your grandfather's wishes?

    Leave a comment:


  • d000hg
    replied
    Originally posted by SimonMac View Post
    If you do gift a sum to your mother as long as you survive seven years there are no tax implications.
    Yeah exactly... great news for her if her husband dies, her son has an accident and she gets lumped with a tax bill!

    Leave a comment:


  • BrilloPad
    replied
    Not sure if this helps but a family friend's husband died intestate. Hence the children could inherit some of the estate. But they decided not too.

    Leave a comment:


  • SimonMac
    replied
    Originally posted by d000hg View Post
    My paternal grandfather has the idea in his head that money should go down bloodlines, and has (we believe) changed his will so that if my father pre-deceases him (almost certain) the bulk of his estate would skip my mother and go directly to myself and my brother.

    Now I can of course gift money to my mother but a)aren't there tax implications b)it's a hassle.

    So I wondered if I can contest the will when my grandfather dies along the lines "I don't want it, my mother should have it"? People contest wills to try and get more, how does it work if you DON'T want something gifted to you in a will?

    A bit serious for General I know...
    It would be easier for your mother to contest the will and then you and your brother agree to her objections.

    If you do gift a sum to your mother as long as you survive seven years there are no tax implications.

    IANAL

    Leave a comment:


  • d000hg
    started a topic Can you contest a will to dis-favour yourself?

    Can you contest a will to dis-favour yourself?

    My paternal grandfather has the idea in his head that money should go down bloodlines, and has (we believe) changed his will so that if my father pre-deceases him (almost certain) the bulk of his estate would skip my mother and go directly to myself and my brother.

    Now I can of course gift money to my mother but a)aren't there tax implications b)it's a hassle.

    So I wondered if I can contest the will when my grandfather dies along the lines "I don't want it, my mother should have it"? People contest wills to try and get more, how does it work if you DON'T want something gifted to you in a will?

    A bit serious for General I know...

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