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Advice on inheritance money from a will
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Staf86
Posts: 2 Newbie
Hi,
I am writing today on behalf of my partner and money that she feels that her, her sister and aunty was entitled to from their grandfather.
Recently, we borrowed money from my partners father to pay off a deposit on a house. We are both financially stable but struggled to gather enough money together to save for the deposit so her father told us he would lend us 4 grand to help towards it and with us putting in the rest. We all agreed that we would pay it back at roughly £100 a month. Over time me and my partner ended up having 2 sons with the age gap of 18 months between them. Things then became harder to pay him the money at that amount when she ended up out of work. Instead of the 100 it became 50 and the last couple of months it became what we could afford. He has became somewhat angry regarding this and seems to think we live some kind of luxury life and have loads of money just sitting about that we can throw away. But here is what brings me to the part regarding my partners grandfather's will.
As all of this has kicked off she has now disclosed to me that at the time of his death in 2010, that there was a will that her father was named executor on. She has told me that her grandfather informed her before his death that she, her sister and her aunty would all be due money, and that she was to make sure that her father gave them it. She has told me that on the will her father was made to have her grandfathers house, her aunty was due 5 figure sum and her and her sister was just around 5 grand each. Nobody else recieved any of the monies but her father recieved the house. This had caused a rift in the family and his sister now refuses to talk to him. His explanation was that my partners grandfather had made a mistake in the will and only he was named on it.
My question is, is there any way that my partner can find out any information on the will without having to go through her father? She has assured me that she has no interest in the money, and that is why she never pursued it, but given the circumstances now, she would like to know if she has essentially been ripped off by her own father. Is that even possible? Could her father have been the one that changed something or made the mistake to benefit himself? Can we turn to a lawyer to gain any access? She would have been 18 at the time, So therefore an adult if that would make any difference. Thanks in advance.
I am writing today on behalf of my partner and money that she feels that her, her sister and aunty was entitled to from their grandfather.
Recently, we borrowed money from my partners father to pay off a deposit on a house. We are both financially stable but struggled to gather enough money together to save for the deposit so her father told us he would lend us 4 grand to help towards it and with us putting in the rest. We all agreed that we would pay it back at roughly £100 a month. Over time me and my partner ended up having 2 sons with the age gap of 18 months between them. Things then became harder to pay him the money at that amount when she ended up out of work. Instead of the 100 it became 50 and the last couple of months it became what we could afford. He has became somewhat angry regarding this and seems to think we live some kind of luxury life and have loads of money just sitting about that we can throw away. But here is what brings me to the part regarding my partners grandfather's will.
As all of this has kicked off she has now disclosed to me that at the time of his death in 2010, that there was a will that her father was named executor on. She has told me that her grandfather informed her before his death that she, her sister and her aunty would all be due money, and that she was to make sure that her father gave them it. She has told me that on the will her father was made to have her grandfathers house, her aunty was due 5 figure sum and her and her sister was just around 5 grand each. Nobody else recieved any of the monies but her father recieved the house. This had caused a rift in the family and his sister now refuses to talk to him. His explanation was that my partners grandfather had made a mistake in the will and only he was named on it.
My question is, is there any way that my partner can find out any information on the will without having to go through her father? She has assured me that she has no interest in the money, and that is why she never pursued it, but given the circumstances now, she would like to know if she has essentially been ripped off by her own father. Is that even possible? Could her father have been the one that changed something or made the mistake to benefit himself? Can we turn to a lawyer to gain any access? She would have been 18 at the time, So therefore an adult if that would make any difference. Thanks in advance.
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Hi and thank you for the quick reply. I should have mentioned that we live in Scotland and I know that there is a difference in the laws regarding rises kind of things. I have tried the link but it appears to only be cases out with scotland. Thanks.0
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You would need to approach the Sheriff Court where the deceased lived, to see if they have a copy. https://www.scotcourts.gov.uk/taking-action/frequently-asked-questions/your-questions-on-dealing-with-a-deceased's-estate0
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If it turns out that the will did not leave anything to the grandchildren and aunty, I think your best option is to try to patch things up with your partner's father; you owe him money, and your partner needs to prioritise repaying him, but only after your priority needs are covered. You need food, fuel, some clothes, basic smartphones etc. You do not need the full package from Sky, the latest Smartphone, 60 inch TV, and should forgo any such luxuries while you owe money.
If it turns out that your partner was left £5000 in the will, and did not receive it from her father, I would suggest that she asks for the £5000 less what she still owes on the loan. The aunty will potentially have to take legal advice if she was left a five figure sum and did not receive it. I would suggest that your partner's father be given the opportunity to pay over the amount owed. He might be able to get a mortgage on the house in order to release the funds to pay the aunt.The comments I post are my personal opinion. While I try to check everything is correct before posting, I can and do make mistakes, so always try to check official information sources before relying on my posts.0 -
One possibility is that all the money was spent before your grandfather died, leaving nothing but the house.
The only way to find out for sure would be to obtain copies of the Will and Probate.0 -
Silvertabby wrote: »One possibility is that all the money was spent before your grandfather died, leaving nothing but the house.
The only way to find out for sure would be to obtain copies of the Will and Probate.
Good point!0
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