What am I and my Siblings entitled to?

elsien

Nearlyold said:

theoretica said:

I would proceed as though the money is still in the bank account, waiting to be claimed, and see what the bank says when you say you are her children and as she died intestate you wish to claim it and distribute it.

The banks response would be that they have already released the monies in line with their procedures for small estates to the partner in his role as Personal Representative/Administrator (not as a beneficiary) of the mother's estate as they were satisfied with his bona fides to act in that role. (e.g. they had lived together as partners for 25 years+). 

The Bank would also advise that the daughter should approach the partner in regard to any failure on his behalf to administer the estate correctly.

There is no evidence as yet as to whether the money is still in the bank account or not. On that basis I would start with the presumption that it is still there and go with theoretica’s suggestion.

Pollycat

cfox5771 said:

74jax said:

Do you know for definite there was no Will? 

Did her partner deal with the Estate or was it someone else? 

Yes definitely no will, 

He dealt with all the money side, my sister dealt with all the funeral arrangements etc. 

we even had to pay towards a headstone for her as he thought it was a waste of money. 

I am not after the money all for myself i want it evenly spread across all her loved ones. 

And that is what she would of wanted too.

Does your sister know more about your Mum's financial affairs than you do?

cfox5771 said:

We know the money wasn't used for her funeral, but that's what we suggested it be used for. 

she had 14k in her bank account and other bits. 

He is known for being money hungry if we brought the subject up, his answer is its not our business.  

Who paid for the funeral?

Savvy_Sue

Flugelhorn said:

Savvy_Sue said:

Flugelhorn said:

theoretica said:

I would proceed as though the money is still in the bank account, waiting to be claimed, and see what the bank says when you say you are her children and as she died intestate you wish to claim it and distribute it.

seems reasonable plan - will need a death cert though. 

Not hard to get one of those. https://www.gro.gov.uk/gro/content/certificates/login.asp

After a while it is easy to get one through that route but I think they only have 2021 on there at present as this year hasn't been loaded up yet (at least when I was looking for one last week they hadn't) - the best way to get the cert would be via the local registrar in the district where the death occurred

Ah, I think it SAID that if it was less than six months ago, you'd need to go to the local Registrar, and I totted up on my fingers that it was just over that. I'd be unsurprised to find that six months may not mean six months ... 

Spendless

cfox5771 said:

Nearlyold said:

You may be entitled to a share of her estate under the intestacy rules.

However: -

Perhaps the money in her bank was used to pay her funeral costs?

How much money, items of value do you suspect she might have left?

Are you thinking her partner of 25 years has acted or is acting improperly?

Do you get on with her partner?

We know the money wasn't used for her funeral, but that's what we suggested it be used for. 

she had 14k in her bank account and other bits. 

He is known for being money hungry if we brought the subject up, his answer is its not our business.  

If you brought what subject up? Are you meaning you asked him who paid for the funeral and what with or asking him what money was in Mum's account?

Or do you just mean if money was ever mentioned whilst your Mum was alive that would be the response? 

getmore4less

Nearlyold said:

theoretica said:

I would proceed as though the money is still in the bank account, waiting to be claimed, and see what the bank says when you say you are her children and as she died intestate you wish to claim it and distribute it.

The banks response would be that they have already released the monies in line with their procedures for small estates to the partner in his role as Personal Representative/Administrator (not as a beneficiary) of the mother's estate as they were satisfied with his bona fides to act in that role. (e.g. they had lived together as partners for 25 years+). 

The Bank would also advise that the daughter should approach the partner in regard to any failure on his behalf to administer the estate correctly.

That would have been in error, intestate there is a strict order for who can act as PR, someone you lived with is not on that list.

It would be the banks responsibility to recover funds released in error when presented with the authorised PR turn up.