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Summons for inventory and account

andreak
andreak Posts: 9 Forumite
Fifth Anniversary First Post Combo Breaker
in Deaths, funerals & probate
Dear all, please can anyone assist with the wording of a summons for inventory and account from the Administrator of a deceased's estate? What sort of things do I include on the affidavit? I have tried so many ways to do this cost effectively but solicitors seem to want a fortune.
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Comments

  • Marcon
    Marcon Posts: 15,823 Forumite
    Ninth Anniversary 10,000 Posts Name Dropper Combo Breaker
    edited 12 April 2022 at 2:33PM
    andreak said:
    Dear all, please can anyone assist with the wording of a summons for inventory and account from the Administrator of a deceased's estate? What sort of things do I include on the affidavit? I have tried so many ways to do this cost effectively but solicitors seem to want a fortune.
    No specific wording is required. Have a look at https://www.kingsleynapley.co.uk/insights/blogs/dispute-resolution-law-blog/beneficiaries-in-the-dark-what-can-you-do-to-obtain-the-information-you-need


    Googling on your question might have been both quicker and easier, if you're only after simple facts rather than opinions!  
  • Keep_pedalling
    Keep_pedalling Posts: 22,624 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    Are you a residual beneficiary? If not you don’t have a right to a copy of the estate accounts.
  • Marcon
    Marcon Posts: 15,823 Forumite
    Ninth Anniversary 10,000 Posts Name Dropper Combo Breaker
    Keep_pedalling said:
    Are you a residual beneficiary? If not you don’t have a right to a copy of the estate accounts.
    Anyone with an interest in the estate (which includes any beneficiary) can make an application for inventory and account. It's not the same thing as estate accounts - have a look at the link I've given above.
    Googling on your question might have been both quicker and easier, if you're only after simple facts rather than opinions!  
  • andreak
    andreak Posts: 9 Forumite
    Fifth Anniversary First Post Combo Breaker
    Yes, I am not only a creditor but the sole beneficiary...unfortunately the deceased's family fraudulently applied for and were granted probate.
  • msb1234
    msb1234 Posts: 625 Forumite
    Part of the Furniture 500 Posts Name Dropper Combo Breaker
    andreak said:
    Yes, I am not only a creditor but the sole beneficiary...unfortunately the deceased's family fraudulently applied for and were granted probate.
    Who was the executor?
  • andreak
    andreak Posts: 9 Forumite
    Fifth Anniversary First Post Combo Breaker
    His mother with her son as legal representative 
  • Marcon
    Marcon Posts: 15,823 Forumite
    Ninth Anniversary 10,000 Posts Name Dropper Combo Breaker
    andreak said:
    His mother with her son as legal representative 
    Why was it fraudulent for them to apply to administer the estate?
    Googling on your question might have been both quicker and easier, if you're only after simple facts rather than opinions!  
  • andreak
    andreak Posts: 9 Forumite
    Fifth Anniversary First Post Combo Breaker
    Because he has 3 children...I am their mother..
  • msb1234
    msb1234 Posts: 625 Forumite
    Part of the Furniture 500 Posts Name Dropper Combo Breaker
    andreak said:
    Because he has 3 children...I am their mother..
    That doesn’t mean it’s fraudulent. Was there a will? If not, I assume his mother applied to become the administrator. Are you the ex wife?
  • andreak
    andreak Posts: 9 Forumite
    Fifth Anniversary First Post Combo Breaker
    Yes it does because they failed to mention the existence of his children.  They didn't even tell me he had died. Everything has been disposed of without even telling me 
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