Audit Trail for Inheritance Money

Manxman_in_exile

SevenOfNine wrote: »

I read the original post to mean that OP had been specifically named as a beneficiary on his father's nomination form for any pension/death in service payment.

When the father died OP was paid directly by the pension provider, a lump sum. Outside the scope of the estate, therefore the amount not required for the tax forms & none of grandfather's business. Otherwise I'm not sure why it would have gone straight to the son & not to the 'executors of the estate'?

YM99 you've let us down with this one. You ordinarily quote an OP's thread in full, except this time! He's gone & deleted it so now we can't refresh our memory by reading your quote! :rotfl::rotfl:

Don't you just hate that! I can fully understand why some posts are deleted (or even whole threads removed by the MSE team) but I don't recall anything controversial in the OP.


YM99 - do better next time!

Yorkshireman99

SevenOfNine wrote: »

I read the original post to mean that OP had been specifically named as a beneficiary on his father's nomination form for any pension/death in service payment.

When the father died OP was paid directly by the pension provider, a lump sum. Outside the scope of the estate, therefore the amount not required for the tax forms & none of grandfather's business. Otherwise I'm not sure why it would have gone straight to the son & not to the 'executors of the estate'?

YM99 you've let us down with this one. You ordinarily quote an OP's thread in full, except this time! He's gone & deleted it so now we can't refresh our memory by reading your quote! :rotfl::rotfl:

That is really odd. I have had no notification of any misdeeds on my part but I assume the OP decided to delete it. I will be more careful in future tio include what I am commenting on!

Yorkshireman99

Manxman_in_exile wrote: »

Don't you just hate that! I can fully understand why some posts are deleted (or even whole threads removed by the MSE team) but I don't recall anything controversial in the OP.


YM99 - do better next time!

Ha ha ha! I will try to.

noh

Here it is.

rachooo109 wrote: »

Audit Trail for Inheritance Money
22nd Feb 18 at 7:40 PM
#1
Hi, my grandfather is the executor of my father's will, alongside my stepmother. Myself (22 years old) and my younger sister (18) have not been involved in anything regarding my fathers will, or asked if we would like to be involved (be that meetings, or the reading of the will). I was recently asked by my grandfather for an audit trail of my finances to show the money I received from my dad's pension (which was sent directly to me) - showing the money coming into my account, and all of the transactions in between, until it goes out into the savings account I set up. Which is basically a full bank statement of my current account. I do not feel comfortable giving away my full bank statement, especially because I have not heard anything from the solicitor myself; and I don't feel comfortable giving that information away for my grandfather and stepmother to look at. It's potentially important to add that my grandfather is extremely controlling, so he is very demanding of this - and most likely interested in looking through my finances.

Thank You!

dresdendave

I guess the OP is long gone but seeing as he is an adult, what he does with his money is none of the granddad's business.

If it were me I would knock a convincing but fake bank statement showing receipt of the money followed by a string of payments to strip clubs, casinos, bookmakers and off licences. That should wind the old codger up.