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Advice

My aunt died intestate she suffered from dementia for some time and her brother and his wife became power of attorney (Scotland ) . While she was alive my aunt was concerned that her brothers wife was withdrawing £20 here and there from her account but no one in the family wanted to do anything about this as they did not want conflict . My aunt had significant savings which I saw on a bank statement in her house and had three insurance policies . Since she died her brother and his wife have not made any contact with other family about her estate . My mother was my aunts sister but she passed away and after informal consultation with a solicitor I was advised my sister and I would inherit any share of assets which would have went to my mother if she was alive ( my aunt did not marry and had no children and her parents long deceased ) . My sister contacted my aunts bank and was told there had been three insurance policies one of which our mother had set up many years ago for her sister and had paid for some time .we were told the bank had sent a form to my uncle and once he signed it all funds would be released to him to distribute . When we eventually decided to question my uncle through email about this in as polite a form as possible I was told that my sister was Chancing it and that basically it was nothing to do with us . I emailed back stating that we knew the law and that any assets should be divided between my aunts two surviving siblings and then between my sister and myself and got no answe back . We plan to contact my aunts bank tomorrow as initially when we called they said we could ask for withdrawal forms ? I am hoping someone can give advice on what to do idetally we don't want conflict with my aunt and indeed my mothers siblings however their attitude had been terrible . At my aunts funeral rher was no mention made of the role our mother had on her life despite them being very close and we feel like we have been completely left in the dark about it all despite being very close to my aunt something which her brother and his aunt seemed to resent as she had a difficult relationship with them but as they lived closest that is why they had so much to do with her affairs .

Comments

  • Yorkshireman99
    Yorkshireman99 Posts: 5,470 Forumite
    Given what you have said it would seem that the relationship with the relatives if you want things sorted you are going to have to be hard nosed. Start with a letter sent Signed For politely but firmly setting out your case.
  • Confused31
    Confused31 Posts: 12 Forumite
    What would we say in Letter also how do we go about getting a final value of what she had at time of death ? She had a local government pension as well .
  • Yorkshireman99
    Yorkshireman99 Posts: 5,470 Forumite
    JUst set out the facts as you know them and state that you exepct the estate to be administered according to the law and ask whowill be doing it. You might say that if things are not sorted you will go to the police. Only do the latter if you are prepared to do so.
  • Confused31
    Confused31 Posts: 12 Forumite
    Thanks yes prepared to involve police if required as some of these relatives have stole off my mother many years ago and nothing was said or done at the time but they're not getting away with it twice
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