Any help gratefully received

iammumtoone

Why are 1 & 2 coming on Wednesday? Is it just to discuss the will/money or are there other things they need to sort as well?

If its just regarding the will I would be inclined to send a polite email to say there is no need to talk face to face as, as executors you have no choice but to follow the wills instructions to the letter, this is the law. If they wish to contest this you will await a letter from their solicitor tell them you will give them x amount of time to decide what they want to do and if you haven't received a solicitors letter by then you will carry on and execute the will as it is written.

Your father was a very clever man putting the house in yours and your sister name beforehand, he must have suspected something like this would happen and he has spared you the grief of having to fight for the house over his will.

YoungBlueEyes

Yep me + 4 had already agreed that I would buy her out. She doesn’t want to be “stuck in her childhood home”, she wants to move on. Depending on the valuations I think I could buy her out so she’d have a cash pot to get herself somewhere suitable. But if she insists on making sure 1+2 have the monetary value of half the house, she’ll be left with a very small pot to sort herself out with.

YoungBlueEyes

Wednesday’s visit is to see how we are, make sure we’re alright.
What I meant by “transpires” is I’ve spoken to our solicitor (that read out the will, but he thinks I’m fine and told me to sit tight and await their next move. I have an appointment with a specialist solicitor on Friday, but I’ve posted on here to seek a bit of advice beforehand. I’ve looked at a few websites but there are differing opinions, I think I just made my (already full and scrambled) head even more full and scrambled.

Edit: Dad was a bright man, he’s thought all this through and I think he thought it should be fairly straightforward. He would be disgusted and appalled that all of this is happening. Just to give you a flavour of the man here’s an example. I wanted dad to get classified as disabled (for which he would have qualified in a heartbeat) because Carer’s allowance is not enough to live on. Dad said no, he’d give me money to look after him, because “there are far too many people taking out of the pot, and it has to stop somewhere”.

gettingtheresometime

What was the relationship like between 1,2,3 & 4?

Does 3 & 4 think they'll see 1 & 2 in the future if this situation was resolved amicably?

YoungBlueEyes

1+2 have only had a good relationship these last 10 years or so, it was poor/non-existent before that.
3+4 had a strained relationship before all this, but we speak more and get on better now than we have for years (ironically!)
1+4 have an infrequent but fine relationship.
1+3 have been fine for a few years.
2+4 are very close and have been for years.

Yorkshireman99

YoungBlueEyes wrote: »

1+2 have only had a good relationship these last 10 years or so, it was poor/non-existent before that.
3+4 had a strained relationship before all this, but we speak more and get on better now than we have for years (ironically!)
1+4 have an infrequent but fine relationship.
1+3 have been fine for a few years.
2+4 are very close and have been for years.

It is really hard to see why you need to see yet another solicitor. Assuming you have told us all the facts then there does not seem to be any reason. I simply don't understand why the original solicitor thought there was any problem. Did they tell you?

mrschaucer

Maybe point out to 4 that by insisting on being unnecessarily "fair" to her half-sisters she will NOT be following her father's wishes and will end up with one sixth of the value of the house (50% to you, 50% divided three ways) rather than the half which he intended her to have. If "moving on" is important to her, she won't be able to afford anywhere to move to ...

YoungBlueEyes

I’ve told you everything I can think of, facts , dramas, the whole shebang.
The first solicitor (who read the will) is our family one, just a general not a specialist. He suggested I go get specialist advice because of a conflict of interest and he doesn’t do court work any more. He said it would be wise to speak to someone else as you get 30 mins free so I should use it.
I guess I wanted help on here because Friday seems so far away. I’m
reading so many websites, and some of them are conflicting.
Is probate required or not? Is the cash a declarable taxable gift or exempt cos it’s surplus income? I just wanted people that know more than I do to give me or point me in the direction of good information because my head is mashed with overthinking it all.

YoungBlueEyes

MrsChaucer, I’ve pointed it out repeatedly. I think once the emotion calms down a bit she’ll come round. Well I hope so, but she is a bleeding heart, altruistic sort. Her choice though.

Yorkshireman99

YoungBlueEyes wrote: »

I’ve told you everything I can think of, facts , dramas, the whole shebang.
The first solicitor (who read the will) isn’t our family one, just a general not a specialist. He suggested I go get specialist advice because of a conflict of interest and he doesn’t do court work any more. He said it would be wise to speak to someone else as you get 30 mins free so I should use it.
I guess I wanted help on here because Friday seems so far away. I’m
reading so many websites, and some of them are conflicting.
Is probate required or not? Is the cash a declarable taxable gift or exempt cos it’s surplus income? I just wanted people that know more than I do to give me or point me in the direction of good information because my head is mashed with overthinking it all.

Thanks for that. I don't doubt your sincerity but sometimes a small point can be crucial. I think the original solicitor was being ultra cautious! From what you have said, despite the conflict, it does seem as though probate would be straightforward. Because of the gifts ad esate size even if not strictly neccessary I would suggest it would prove to the disentters that everything was open and above board. I just think that going to two more solicitors would be a waste of ewstate funds and achieve nothing. I know it might sound trite but take a few deep breaths and keep calm. You have received good advice from this forum.