Solicitor's letter 7 months after Probate / Estate closed and finalised

Keep_pedalling

Having just seen your other thread this gets even more complex.

https://forums.moneysavingexpert.com/discussion/5739358

I would be highly tempted to reply to her solicitor informing them that your are preparing amended final accounts due to the error of including expenses associated with the house, but that as you have also discovered that you sister failed to disclose her inheritance to the OR while she was subject to a DRO, that you will also need to do so via the OR.

childofbaahl

I would prefer not to have to do that, she is my sister after all and how she chooses to live her life is her choice but when her choices affect others needlessly and maliciously, that might be where I turn.

baza52

sorry but you seem a nasty piece of work , you didnt give her an equal share and now want to make her life worse by dropping her in the s##t.

Keep_pedalling

childofbaahl wrote: »

I would prefer not to have to do that, she is my sister after all and how she chooses to live her life is her choice but when her choices affect others needlessly and maliciously, that might be where I turn.

I can understand that, but she is making your life very difficult for you, so why not tell her straight that unless she calls off her solicitor, you will be forced to go down this route, as an executor you do have some liabilities to a beneficiaries creditors.

If you cant face doing this perhaps your father could?

Keep_pedalling

baza52 wrote: »

sorry but you seem a nasty piece of work , you didnt give her an equal share and now want to make her life worse by dropping her in the s##t.

You have clearly not read the whole thread. The OP has admitted that they have made mistakes and are willing to correct those. The sister on the other hand is dishonest and has held back information to avoid paying her debts.

I think an apology is in order.

baza52

Keep_pedalling wrote: »

You have clearly not read the whole thread. The OP has admitted that they have made mistakes and are willing to correct those. The sister on the other hand is dishonest and has held back information to avoid paying her debts.

I think an apology is in order.

So she has tried to avoid her debts and that makes it ok for the brother to claim 50% of the value of the house while she gets 33.3%?

The sisters finacial affairs are nothing to do with the OP, he is just looking for a way to justify doing what he has done.

No apology from me.......

childofbaahl

Baza52 = You are certainly entitled to your opinion and I don't fault you for that view, I might have the same looking in from the outside but you haven't lived through the last 22 months I did.

I can honestly say, hand on heart that I did everything I thought was right at the time and by the book as I understood it. At the end of the estate I thought my late mum would be proud of the way I handled it and despite the way things have turned out I still think that. I was open and honest with my sister throughout the process and as I have stated previously, It does seem like I made mistakes in the estate and will rectify those but she is the one that was dishonest (as she has ever been) and she is the one that is trying her hand now.

I'm not having a go, simply trying to explain and if you still feel the same, as I say, you're completely free to hold any opinion of me you like.

baza52

but how can you justify short changing her? Would you not be upset if she had administered the estate the same way you have?

Keep_pedalling

baza52 wrote: »

So she has tried to avoid her debts and that makes it ok for the brother to claim 50% of the value of the house while she gets 33.3%?

The sisters finacial affairs are nothing to do with the OP, he is just looking for a way to justify doing what he has done.

No apology from me.......

Read the thread again, the sister is getting half the estate. The house is not part of the estate it is owned by the father who has effective gifted it to his children in a way he sees fit.

baza52

Keep_pedalling wrote: »

Read the thread again, the sister is getting half the estate. The house is not part of the estate it is owned by the father who has effective gifted it to his children in a way he sees fit.

I have read the whole thread and i am aware of the house being gifted to his children.
Regarding the sisters DRO am i correct in thinking that she did not receive any money until after the DRO had ended?