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Joint Executors and Beneficiaries don't get on

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  • Joint Executors and Beneficiaries don't get on

    Hello,

    I wonder if anyone can help me?

    My Father recently died and has left his house to my Sister and I. His will appoints us jointly as both executors and as beneficiaries in an equal capacity. Because I live 4 miles away from my late Fathers address and have been looking after his affairs for several years as his health has declined, I have been in sole charge of organising his funeral and winding up his affairs.

    I closed his bank accounts and there was an ISA in his name totalling just under £2000 and an overdraft on his current account of around £90. His funeral cost around £3500 and I have made up the shortfall and paid the full amount to the undertaker, hotel, etc... around £1600.

    My Sister and I having no interest in keeping his house had previously agreed to sell the property. I have had several firms of estate agents look at the property and I have had a valuation of between £100K and £115K pending a home report which I cannot get done until confirmation is granted. There is a burden on the house of around £12K with Aviva for a home income plan that my Father took out around a year before he died and I have informed them of his death and have a year from that date to settle with them.

    I have spoken to the local Sheriff Court and they have sent me examples of the two forms used in order to obtain confirmation which I intend to fill in and submit to the local court forthwith. In addition I aim to set up an executors account with my bank in order to ensure transparency so that my Sister can be assured that she is getting fully 50% of all that is left of the estate once any financial burden has been settled and my receipted expenses have been paid.

    Since then I have been solely responsible for clearing my Fathers home and garden and carrying out repairs and decorating in order to get us the best value when it goes to market. My Sister, although she is an executor has had no involvement as she lives 70 miles away, has no car, and is generally not inclined to help.

    Now, when it comes to the crunch, we have fallen out, not over money I hasten to add but over irreconcilable personal differences that go back a long way and she has stated that she will do all she can to block the sale of the property for which I am still paying utility bills, insurance, etc... purely in order to inconvenience me and leave me with a financial burden that I will struggle continue to support. My Sister has alcohol, and associated, problems and has been estranged from the rest of the family for several years and I think my Father had hoped that as joint executors that we could come together and sort this out like grown ups.

    Can anyone tell me if she can do this or if I carry on and arrange confirmation, can I sell the house and split the proceeds as long as I document everything and can show that she is getting her fair share.

    Thank you in advance in anticipation of your advice
    Last edited by Popboy; 22nd July 2015, 20:06:PM.
    Tags: None

  • #2
    Re: Joint Executors and Beneficiaries don't get on

    Have you consulted a solicitor at this point
    Does your fathers will state that the house is left to the two of you or that it is to be sold and the proceeds divided?

    If not already done you will have to get a grant of probate and I believe a will can be varied and executors changed

    Comment


    • #3
      Re: Joint Executors and Beneficiaries don't get on

      I haven't as I was trying to minimise the expense to the estate as the whole thing initially seemed straightforward. The only solicitor I spoke to is the one who prepared my Dads will and he advised that they'd be looking for around 3% of the alue of the estate before deductions as a fee and when we were both (my Sister & I) in agreement this seemed to be excessive for what seemed, at that time, to be a simple case of filling in 2 forms. He advised me at that time that probate wasn't required as the only asset is the house and thus a deed of confirmation would be all that would be required. My father's will simply states that his estate is left to my sister & I jointly with no specific instructions as to how that is to be achieved.
      Thank you
      Popboy

      Comment


      • #4
        Re: Joint Executors and Beneficiaries don't get on

        That fee does seem excessive, why not shop around or even go and just have a meeting with a solicitor. I did when my ex wife died and it was £90 well spent although you do have to ask them specific questions such as what will happen if.....

        When my dad dies in 2010 the total solicitors fees for probate were less than that for an estate more complicated and bigger (not that much bigger) than your dad's . It did involve setting up a trust and doing Mum's will as well so it was a good deal

        Comment


        • #5
          Re: Joint Executors and Beneficiaries don't get on

          Hi again Popboy are you in Scotland ? if so then your laws maybe different re how to deal with the estate.
          Some info in the link for you
          https://www.scotcourts.gov.uk/taking...te-in-scotland

          Comment


          • #6
            Re: Joint Executors and Beneficiaries don't get on

            Can you confirm this is governed by Sottish law and concerns a large estate (ie over £36000)

            Whether or not you can get confirmation without your sisters cooperation, I'm not sure.
            I think it depends on the exact wording of the will appointing you and your sister as joint executors.


            crossed with enaid (again!)

            Comment


            • #7
              Re: Joint Executors and Beneficiaries don't get on

              Thank you, yes in Perthshire, Scotland.

              Comment

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