We're aware that some users are experiencing technical issues which the team are working to resolve. See the Community Noticeboard for more info. Thank you for your patience.
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

Hypothetical "new will" question

Options
AnotherJoe
AnotherJoe Posts: 19,622 Forumite
10,000 Posts Fifth Anniversary Name Dropper Photogenic
edited 28 April 2019 at 8:44AM in Deaths, funerals & probate
The current "New Will" thread made me think.
Suppose you held a copy of X's will, because you were named as executor in it.And you met with X from time to time and all seemed normal.

Then X died and you started the process and perhaps handed all the bequests out. And then you, or someone else, discovered "new will", created without your knowledge, not even held in the house of X or with their belongings but filed elsewhere, perhaps with a solicitor in a different town, all perfectly valid, in which you were (a) not the executor and (b) all the bequests were different. And X had never mentioned this new will to you.

Or, less extreme case, you start the process, pay for the funeral, spend some considerable money sorting things out, and only latterly do you discover in a bank vault the "new will" naming a new executor.

What happens? Are you liable in the first case? Can you reclaim you expenses in he second?
«1

Comments

  • Yorkshireman99
    Yorkshireman99 Posts: 5,470 Forumite
    AnotherJoe wrote: »
    The current "New Will" thread made me think.
    Suppose you held a copy of X's will, because you were named as executor in it.And you met with X from time to time and all seemed normal.

    Then X died and you started the process and perhaps handed all the bequests out. And then you, or someone else, discovered "new will", created without your knowledge, not even held in the house of X or with their belongings but filed elsewhere, perhaps with a solicitor in a different town, all perfectly valid, in which you were (a) not the executor and (b) all the bequests were different. And X had never mentioned this new will to you.

    Or, less extreme case, you start the process, pay for the funeral, spend some considerable money sorting things out, and only latterly do you discover in a bank vault the "new will" naming a new executor.

    What happens? Are you liable in the first case? Can you reclaim you expenses in he second?
    Remember an executor can only act on the original will not a copy. If you had already applied for probate the other will could not be probated. With r4spect this forum is primarily intended to help real problem solving not hypothetical.
  • Flugelhorn
    Flugelhorn Posts: 7,296 Forumite
    Part of the Furniture 1,000 Posts Photogenic Name Dropper
    Interested to hear the answers to that - also what happens is a "new will" turns up after probate has been granted with the old one?

    Mother's will was in her paperwork, untouched from the when it was written in 1987 but I half expected to find one leaving everything to the dogs' home
  • Flugelhorn
    Flugelhorn Posts: 7,296 Forumite
    Part of the Furniture 1,000 Posts Photogenic Name Dropper
    Remember an executor can only act on the original will not a copy. If you had already applied for probate the other will could not be probated.

    That has answered a part of my question - thanks!
  • AnotherJoe
    AnotherJoe Posts: 19,622 Forumite
    10,000 Posts Fifth Anniversary Name Dropper Photogenic
    OK so perhaps my Q could have been better phrased, such as what happens if a later will is discovered.

    And whilst its theoretical now, it might help people to make choices, for example perhaps by posting a notice in The Gazette (which i didn't bother with) you might be protected against such eventualities and later discoveries ?
  • Yorkshireman99
    Yorkshireman99 Posts: 5,470 Forumite
    edited 28 April 2019 at 10:02AM
    The gazette notice only protecthe executor against claims from unexpected creditors after due notice. In any case as explained the hypothesis you postulated could not happen anyway. As I implied before please try to research elsewhere.
  • Dox
    Dox Posts: 3,116 Forumite
    1,000 Posts Third Anniversary Name Dropper
    Remember an executor can only act on the original will not a copy. If you had already applied for probate the other will could not be probated. With r4spect this forum is primarily intended to help real problem solving not hypothetical.

    This forum is also a place to give accurate information rather than guesswork/patronising responses.

    OP, the answer to your question is that the original grant could be revoked and the new will probated. Good explanation at https://www.bequeathed.org/wills/will-after-death/will-found-after-probate
  • Flugelhorn
    Flugelhorn Posts: 7,296 Forumite
    Part of the Furniture 1,000 Posts Photogenic Name Dropper
    Dox wrote: »

    That is very interesting - thanks, wonder if it happened often that a later will has been found and the probate revoked? Also what happens if the bequests have been spent??
  • AnotherJoe
    AnotherJoe Posts: 19,622 Forumite
    10,000 Posts Fifth Anniversary Name Dropper Photogenic
    That link explains what happens, last couple of paragraphs. .
  • Flugelhorn
    Flugelhorn Posts: 7,296 Forumite
    Part of the Furniture 1,000 Posts Photogenic Name Dropper
    AnotherJoe wrote: »
    That link explains what happens, last couple of paragraphs. .

    So...
    The recipient of any cash gifts (who would not be entitled to the legacy under the new will) may be liable for the full sum.

    and if they have spent it / gambles it / given it away to the kids etc etc ?

    Suspect this is fortunately a very rare event or some company would be offering insurance against a later will popping up a some point
  • AnotherJoe
    AnotherJoe Posts: 19,622 Forumite
    10,000 Posts Fifth Anniversary Name Dropper Photogenic
    Flugelhorn wrote: »
    So...

    and if they have spent it / gambles it / given it away to the kids etc etc ?

    Suspect this is fortunately a very rare event or some company would be offering insurance against a later will popping up a some point

    Then it will get legal !
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 350.8K Banking & Borrowing
  • 253K Reduce Debt & Boost Income
  • 453.5K Spending & Discounts
  • 243.8K Work, Benefits & Business
  • 598.6K Mortgages, Homes & Bills
  • 176.8K Life & Family
  • 257.1K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.1K Discuss & Feedback
  • 37.6K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.