Greedy Sister!!

PerfectPony

Mum's will was made at a Will Writers, not by a solicitor. She was not able to drive when the change was made an on Fentanyl patches for pain. Having been on them myself when I had a badly broken leg, I know I was in no fit state to make important decisions. My sister had argued bitterly with my Mum about her 'cutting her off' a photo?? My Mum couldn't look at my sister when I was there. Her only previous change to the will was to include my son, her only Grandson. The change meant he got nothing???

Comms69

PerfectPony wrote: »

Mum's will was made at a Will Writers, not by a solicitor. She was not able to drive when the change was made an on Fentanyl patches for pain. Having been on them myself when I had a badly broken leg, I know I was in no fit state to make important decisions. My sister had argued bitterly with my Mum about her 'cutting her off' a photo?? My Mum couldn't look at my sister when I was there. Her only previous change to the will was to include my son, her only Grandson. The change meant he got nothing???

It sounds like an independent assessor was involved though?


At any rate, there is no entitlement to an inheritance.

Keep_pedalling

Comms69 wrote: »

It sounds like an independent assessor was involved though?


At any rate, there is no entitlement to an inheritance.

Although there is no entitlement to an inheritance, the OP has actually been left half a house which she she can’t touch because of the life interest for her sister. I would rather been left nothing than this bodge up. Unless one child was a dependant of the deceased, it is alway a very bad idea to set up a life interest trust in favour of one child.

In her place I would have no hesitation in challenging this.

moneyistooshorttomention

PerfectPony wrote: »

Mum's will was made at a Will Writers, not by a solicitor. She was not able to drive when the change was made an on Fentanyl patches for pain. Having been on them myself when I had a badly broken leg, I know I was in no fit state to make important decisions. My sister had argued bitterly with my Mum about her 'cutting her off' a photo?? My Mum couldn't look at my sister when I was there. Her only previous change to the will was to include my son, her only Grandson. The change meant he got nothing???

As you have a son and he is the only grandchild your mother had - then it sounds like your worst case analysis being you could never get your hands on your share of the inheritance whilst sister is still alive/living there and therefore mightnt manage to receive the money yourself in your lifetime.

BUT your son will still be alive when your sister can't use her "life interest" any longer (ie because she's dead) and then he would inherit your half share at that point. She can no longer claim "life interest" once she's dead - and the house would have to be sold then - even if you don't find a way before then.

How long a timescale are we talking about? Are you and your sister rather older (eg 60-70 years old for instance) - in which case your son waits to inherit your share maybe 20 years for the sake of argument.

Or are you and sister only in your 30's, for instance, on the other hand. In which case - your son could be waiting for your share of the house for 50 odd years.

PerfectPony

I have consulted a solicitor and we are waiting for medical records. There are additional funds which are also split 50/50. For me it is the principle, what a selfish,evil thing to do. Why was it never mentioned, Mum and I had long discussions about her funeral etc. She was totally lucid at times but talking nonsense at other times. The will writers seem a right 'shower' and have been obtuse at every point of contact. It is the thought of a vulnerable, dying woman being bullied into changing her will. If it was something she wanted, surely we would have discussed it. We spoke daily and I stayed with her often towards the end. She adored her grandson and her eyes lit up every time we visited her. I loved my Mum and don't want my sister wrecking the house again!! She is single a really doesn't need a big house?? I wont take my inheritance in the hope of letting her realise a big , old place is expensive to maintain, heat and live in??

PerfectPony

My sister is 50 and I turn 50 in July, she smokes 60 a day!!!

moneyistooshorttomention

So it could be 30-40 years before she's not exercising that Life Interest then. So your son is due for it in his lifetime at that worst case analysis.

Errrrm....I wouldnt say "single - so doesnt need big house" - errrrm. Those of us that are single need just as big a house (if only courtesy of smaller houses tend to have smaller kitchens/smaller sitting rooms/smaller gardens - and not just fewer rooms).

No point in saying something that could "set off a reaction" in that respect. Don't mention the fact she's single as an advantage to you/disadvantage to her - as it isnt.

Sea_Shell

I sympathize with you. Although even if you can get the will 'thrown out' then you still have the problem of your sister still living in the property. Unless at the same time the court demand the property sold. Even without the life interest, you'll still own 50/50, with her occupying. Good luck!

PerfectPony

How to respond? I purchased my first house in my twenties. worrying about keeping my job, paying the bills blah, blah...My sister has either squatted with parents, grandparents or rented a small manageable property. If you work hard and love space 'fill your boots' If you have no ambition and are happy to drift through life, it's a big shock having large financial obligations. Work hard, live large !!!!

Margot123

She will soon realise that a big house is very very expensive to run. Mine sits empty pending a sale and the gas alone costs nearly £8 per day just at the minimum required for the insurance. Not to mention the council tax and other bills!

She'll soon run into trouble and do a runner.
Well, that's what my brother did in a similar situation. I thought he'd be there forever but one day he just vanished.