Estate funds

Yorkshireman99

P2P wrote: »

Various issues, i.e. he/his solicitor are stating money gifted to me before my Father passed away must be paid back into the estate or it will be taken when the funds are distributed. Storage areas under my parents property where my own contents were kept have been left insecure and items have gone missing. Items in another storage area have now been damaged after brother had garden power washed and water has flooded into this storage area, Basically he is not paying any attention to my property, despite this being stored under my parents house for many years which he has always known about. He has taken items from the property but has not admitted to this despite them previously being on the inventory. He hasn't declared all assets to the HMRC, i.e. jewellery from my Mothers collection, council tax rebates, shares etc, the list goes on and on. Are these grounds for a caveat?

Of course always providing you can provide proof acceptable to the court. Mere assertion or suspicion is not enough.

Zoe_Jackson

Hi


I am new to this and hopefully, I've done this right? (sorry if not)


Please can you clarify, if I am allowed to claim for preparing accounts for my late Aunt's estate as I am a personal representative of my elderly mum who is next of kin. (This is a complicated estate as there are 11 beneficiaries) Thanks

P2P

Items are missing which appear on the inventory. He is the only one with keys, so he is responsible.

He is stating via his solicitors that money gifted to me by my father will be taken from my share of the estate

He hasn't submitted correct details to the HMRC concerning IHT, and has not followed up on a number of other areas where my father was owed money, i.e. 7 years worth of a council tax rebate, health insurance payment from AXA.

He has 'overlooked' a valuation requirement of my late mothers jewellery to be included in the estate, yet has asked for a signet ring that my father gave me to be valued for inclusion in the estate.

Items of my mothers jewellery have gone missing, again he has the keys.

He isn't providing updated accounts info despite repeat requests.

Despite 4 separate requests to allow me property access to remove my own items he is ignoring me

The list goes on and on.