Not Received Bequest

fairy_lights

I find it hard to believe your aunt wouldn't have been able to get hold of you, especially not as she's had three years and you're contactable through facebook.
Do you know any of the other beneficiaries well enough to ask if they received their bequests?

Yorkshireman99

securityguy wrote: »

8%

https://www.gov.uk/make-court-claim-for-money/work-out-interest

What's a bit odd about that page is that it appears not to be compounded.

However, I'd be slightly surprised were that to be due unless the OP has to actually get the money via a court. One man's substantial is another's mere bagatelle, but if it's a substantial enough sum of money that 8% per year for a few years is itself substantial, it might be worth talking to a solicitor to see what best to do.

However, it's worth bearing in mind that by implication the OP was under 21 and more probably under 25 at the time of death (halls of residence and such), and some people have strange ideas about making payments to people they see as "young" but are nonetheless over 18, in the absence of trusts being set up explicitly. It's possible the aunt has - misguidedly, illegally, but with perhaps good intentions - decided to implement an informal trust arrangement. In which case, that needs to be dealt with, and she needs to pay the money out, but you can be a bit more sensitive because it wasn't done with ill will.

Noted which is in these days quite a punitive level but perhaps that is dekiberate. It does sound rather suspicious and hard to believe that the executor has just forgotten about it.

Flugelhorn

is there any chance that the estate is still being wound up? Was there a house to sell for example ? I know it seems a long time but could happen - then maybe they would wait for this before giving the bequests.

Difficult bit I would in all this is explaining why you got grandfather's will - maybe you could say you had been doing a little family history research and this was part of it

Ganga

Could you not contact the other grandchildren who are benificiaries and ask them if they recevied their money/inheritance,all you need to say is " i was told that we would all be left something and have checked the will and we all should have got £xxxxx!
ps without telling us the exact amount was your share hundreds or thousands? if the latter i would be asking asap.

Mojisola

o202 wrote: »

Sadly my partners grandfather recently passed away and was left something in his will; which made me wonder about my grandfather and if I was left anything.

Flugelhorn wrote: »

Difficult bit I would in all this is explaining why you got grandfather's will - maybe you could say you had been doing a little family history research and this was part of it

I can't see any reason to lie - just tell the truth. It's perfectly reasonable for the one legacy to raise questions about another will.

Biggles

fairy_lights wrote: »

I find it hard to believe your aunt wouldn't have been able to get hold of you, especially not as she's had three years and you're contactable through facebook.

The OP even spoke to her aunt on the phone but wasn't sure 'how to drop it into the conversation'. There's not much more can be done if she can't just ask the question.

Mojisola

o202 wrote: »

I don't want to seem rude, but any advice on how to approach this - I've tried calling her to discuss this, but I'm not entirely sure how to drop it into conversation, and it certainly hasn't been mentioned by her that oh by the way, there's a cheque for you here.

trailingspouse wrote: »

I would be inclined to put things in writing. That way, you can choose your words carefully - and also it makes things a bit more official and harder to deny further down the road.

Drop her a note - tell her what you've told us - and see what she says. She can either come back to you saying 'yes, there's some money for you, we didn't know your address', or she can say 'sorry, there wasn't enough left', or whatever.

As above - you've seen the will and wondered whether the estate had been sorted out.

Malthusian

securityguy wrote: »

8%

https://www.gov.uk/make-court-claim-for-money/work-out-interest

What's a bit odd about that page is that it appears not to be compounded.

Correct.

It's a pretty punitive rate over a short timescale (like this one), not quite as punitive over longer ones. (For example over 20 years, 8% simple is equivalent to just under 5% compounded.)