need advice regarding a will (sensitive)

Zara33

Gawd! :eek: I can't believe that some poster's are being so bloody insensitive.

Op don't be put of by them, there are many helpful people here on MSE who actually don't give a stuff about grammar etc

jh2009

Heart breaking set of posts really, and am deeply sorry to read them. Shes suffered a terrible loss of clearly a relative who was very important to her, and who she loved and highly respected. To make things worse some of her relatives are behaving in a disgraceful manner.

I cannot see the point in people therefore on here taking turns from their armchairs to commentate on the OP's quality of written english. Shes asking for help, not for the fun of it, and in these cases only think you should post on here if theres something constructive to say. Try and put yourself in her position and imagine how those posts appear......

In any case, the posts are readable, so if you're going to post, keep to the facts or not at all.

With the bank transfers then as painful as it seems i agree it seems unlikely the money taken from the account can be returned, other than if those who have taken it return it voluntarily. Is their evidence they took money dishonesty by stealing log on details for the bank account (eg by taking his wallet with the details)? Or could they use the argument that he gave them permission (even though it sounds obvious whats gone on).
I would get the person dealing with the estate to write to them and ask for the amount back as suggested. Then if they refuse, well, im guessing its gone and for the sake of a few hundred pounds their reputation in the family will always be damaged. I have a relative today whose oustrachised nearly 30 years later for the sake of barely £50.

If you cannot find a will then as they are married your grandma automatically inherits as his spouse. Im not sure of her age, but she could do the following:

1. Gift any money/assets to who your grandfather wanted to recieve them. If she lives 7 years no inheritance tax is payable.

She can gift small sums without tax in any case, up to £250 each year to as many people as she likes, and can give away a total lump sum of £3000 each year on a single occasion once each tax year (£6000 if she didnt do it in the last tax year).

2. Inherit and do her own will, and ringfence any assets for her relatives who should have benefitted. This might be helpful if there are small children involved who in any case may be many years below 18/21 and in no hurry to inherit.

3. Choose not to inherit part of any estate. It would then go to the next beneficiaries (children usually) (although this may not be a good idea if that is your relatives you are in dispute with)

A solicitor should be able to help you with the above, and discuss them in more detail.

I would try and focus though on the funeral first on monday. All funds should now be frozen and will only be able to be accessed once the estate is finalised. For now and this weekend i think you should focus on your Granmother and the funeral.

flo5

Well said jh2009.:T

Oliviasmummy - my heart goes out to you - at this time you need support not criticism.

Listen to the good advice and try to ignore those who have been quick to condemn.

I hope that it all works out well for you and your grandmother