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Sorry, my life story..Beneficiary expected all the money

Nette1
Posts: 7 Forumite

I am executor in my mums will along with my husband. My older sister and I share the estate which is quite small, with a few personal items going to the 5 grandchildren.
My sister is being awkward refusing to meet me to receive her inheritance. This is something I can't understand as when my mum died my sister became very insistent that the will was just read and the money sorted. I told her it needed to go to probate and that it wasn't my decision but the law.
My sister refused point blank to have anything whatsoever to do with the funeral, cleaning gardening and general upkeep in mums house and everything was left to me to sort.
A little background to the saga is that mum lived a very independent life but was ill for some years. I managed to get her all the benefits she was due and she was quite happy doing her own thing with enough money to live happily. My sister used to visit to help mum and do her shopping, living in the next village over.
I was 60 mile round trip away but still went every week.
Mum used to tell me that my sister wanted and expected everything when she eventually died and asked what I wanted. I would never say as all I really wanted was for my mum to be around.
I was made LPA, asked to organise her will and asked to be executor. I suggested my sister was involved too but mum refused stating she knew my sister lied to her and stole from her and that she didn't trust her. Later, my sister going through my mums personal belongings found the LPA and kicked off at mum, so mum acted all innocent and told my sister I'd done it behind her back.
After a meeting with my sister where she told me this and also asked to see the will, while mum was still alive, I refused and just told her it was split evenly to which her reply was 'well you don't need it'
I spoke with mum and told her she must tell my sister the truth as it would cause me no end of problems down the line.
Mum went to live with my sister after coming out of hospital for Christmas.
I'd had a joint account with my mum for 2 or 3 years again she told me she didn't trust my sister to manage her accounts but trusted that I would pay for things that she was finding difficult to manage. Over the Christmas period sister had £1200 in less than 8 days by taking mums bank card and using it as she pleased. I told Mum who replied that sister refused to give it back. I therefore cancelled the card. When sister founds she couldn't use the card she asked for £400 that she needed before the new year. I refused to transfer anymore money and told my mum if she wanted my sister to have it then she needed to take me off the account and put sis on it. My sister later told me that she'd doubled mums sleeping tablets so that she and her daughters who lived at home could go out on the town leaving mum home alone on new year's eve even though mum was very poorly at the time. I witnessed my sister being very aggressive with my mum refusing to allow her to wear pajama bottoms as she kept messing in them. Mum was taken into hospital the next day with c-diff and made plans to take her home with me when she was discharged. This is what mum wanted.
Sister visited twice in the next 6 months, the 2nd time on the day mum died and was attempting to remove mums jewellery from around her neck. I stopped her and she left.
Roll on 11 months, probate sorted, and house sold, I now want closure.
Sis says she wants to see the will before we meet, but I've told her I've only got a copy, not the original as this went to probate. She says I had no authority to send it off before she saw it, I believe this to be wrong. I've told her she can get her own copy from probate if she doesn't trust mine.
What could be my next corse of action to close this matter please.
My sister is being awkward refusing to meet me to receive her inheritance. This is something I can't understand as when my mum died my sister became very insistent that the will was just read and the money sorted. I told her it needed to go to probate and that it wasn't my decision but the law.
My sister refused point blank to have anything whatsoever to do with the funeral, cleaning gardening and general upkeep in mums house and everything was left to me to sort.
A little background to the saga is that mum lived a very independent life but was ill for some years. I managed to get her all the benefits she was due and she was quite happy doing her own thing with enough money to live happily. My sister used to visit to help mum and do her shopping, living in the next village over.
I was 60 mile round trip away but still went every week.
Mum used to tell me that my sister wanted and expected everything when she eventually died and asked what I wanted. I would never say as all I really wanted was for my mum to be around.
I was made LPA, asked to organise her will and asked to be executor. I suggested my sister was involved too but mum refused stating she knew my sister lied to her and stole from her and that she didn't trust her. Later, my sister going through my mums personal belongings found the LPA and kicked off at mum, so mum acted all innocent and told my sister I'd done it behind her back.
After a meeting with my sister where she told me this and also asked to see the will, while mum was still alive, I refused and just told her it was split evenly to which her reply was 'well you don't need it'
I spoke with mum and told her she must tell my sister the truth as it would cause me no end of problems down the line.
Mum went to live with my sister after coming out of hospital for Christmas.
I'd had a joint account with my mum for 2 or 3 years again she told me she didn't trust my sister to manage her accounts but trusted that I would pay for things that she was finding difficult to manage. Over the Christmas period sister had £1200 in less than 8 days by taking mums bank card and using it as she pleased. I told Mum who replied that sister refused to give it back. I therefore cancelled the card. When sister founds she couldn't use the card she asked for £400 that she needed before the new year. I refused to transfer anymore money and told my mum if she wanted my sister to have it then she needed to take me off the account and put sis on it. My sister later told me that she'd doubled mums sleeping tablets so that she and her daughters who lived at home could go out on the town leaving mum home alone on new year's eve even though mum was very poorly at the time. I witnessed my sister being very aggressive with my mum refusing to allow her to wear pajama bottoms as she kept messing in them. Mum was taken into hospital the next day with c-diff and made plans to take her home with me when she was discharged. This is what mum wanted.
Sister visited twice in the next 6 months, the 2nd time on the day mum died and was attempting to remove mums jewellery from around her neck. I stopped her and she left.
Roll on 11 months, probate sorted, and house sold, I now want closure.
Sis says she wants to see the will before we meet, but I've told her I've only got a copy, not the original as this went to probate. She says I had no authority to send it off before she saw it, I believe this to be wrong. I've told her she can get her own copy from probate if she doesn't trust mine.
What could be my next corse of action to close this matter please.
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Comments
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You don’t actually have to meet her. Will readings are the subject of films not real life.I'm a Forum Ambassador on the housing, mortgages & student money saving boards. I volunteer to help get your forum questions answered and keep the forum running smoothly. Forum Ambassadors are not moderators and don't read every post. If you spot an illegal or inappropriate post then please report it to forumteam@moneysavingexpert.com (it's not part of my role to deal with this). Any views are mine and not the official line of MoneySavingExpert.com.1
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Yes I understand that, but I have jewellery to give her and my neices and don't want to post them. I don't have her bank details to bank transfer her the funds0
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AH, families lol
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Simple really, if she wants her money she will have to provide her bank details.
Till she does that just leave it i the bank ready for her.6 -
Nette1 said:Yes I understand that, but I have jewellery to give her and my neices and don't want to post them. I don't have her bank details to bank transfer her the funds1
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Couldn't you send a cheque instead? It's what my Mum did when my Nan died because my sis was a beneficiary in Nan's will and is estranged from the whole family so no one had her bank details either.
Is the jewellery specifically mentioned in the will?2 -
Nette1 said:Yes I understand that, but I have jewellery to give her and my neices and don't want to post them. I don't have her bank details to bank transfer her the funds
Assuming the nieces are adults, you need to get the jewellery to them, not to her - from what you write about her, I think you might want to think hard about using her as a messenger.
But a banker, engaged at enormous expense,Had the whole of their cash in his care.
Lewis Carroll0 -
just tell her the money and set of accounts is ready for her - she needs to give you bank details to receive it, until then she gets nothing1
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But to answer your question of who is entitled to see a will, assumming you are in England or Wales you are correct
https://www.co-oplegalservices.co.uk/media-centre/articles-may-aug-2018/who-is-entitled-to-read-a-will-after-death/#:~:text=Only the executors appointed in,permission of all named executors.In England and Wales, who is entitled to read a Will depends on whether or not probate has been granted. Before the grant of probate is issued, only the executors named in the will are entitled to read the will. After the grant of probate has been issued, the will becomes a public document and anyone can then apply to the Probate Registry for a copy of it.
If a grant of probate hasn't been applied for and the will has not been provided to the Probate Registry, it will not become a public document.
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Thank you for your replies. The jewellery is in the will to my sister and her daughters.
And yes, I have the money earning interest in my account, but I need closure as it's making me ill. I didn't think about a cheque as I haven't had a cheque book for a few years now.
Don't know if it's a daft idea but if I videoed myself putting the jewellery through my sisters door along with the cheque, would this cover me. They all still live at the same address.0
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