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Executor Issues

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  • Executor Issues

    In July last year a relative sadly passed away. I've got a copy of probate and the will and I am the sole residual beneficary of the estate, but other beneficaries have been given gifts in the will.

    The information on the probate form is significangtly understating the value of the estate, which I was surprised at. Probate was granted in Feb 2020 and I received a much much smaller amount than I was expecting in September.

    Post receiving this I have asked the executors to see the inventory and account as I am entitled to. However, It seems they are now wanting to gather more bank statements etc and are refusing to provide any information until they have contacted every bank in the UK.

    Has anyone got any ideas on the best way forward? I know I can apply for a inventory and account order from the probate registry but I wasn't sure how long I should give them to provide it? Do I need to send them a recorded letter, as proof of requesting and give them 14 days?

    If I applied for a I&A order does anyone know how much this is likely to cost?

    Tags: None

  • #2
    I've read on a few similar threads that I need to send a request for the I&A, can anyone confirm would sending a letter request by recorded mail satisfy this requirement?

    Comment


    • #3
      you would not need to send the request "signed for". Ordinary first class with a free certificate of posting is sufficient.

      When you send the application to the registry it has to be accompanied by an affidavit that (among the other requirements) the I&A was requested and ignored.
      That is sufficient

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      • #4
        That's great thanks, appreciate the reply

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        • #5
          Im trying to get organised and get the summons form the probate office, however the guy at the Manchester one is saying they don't supply it and I need to supply it?

          Comment


          • #6

            The form is obtainable from the Probate Registry office that granted probate and headed: " Summons Form".
            It does not appear to be available as a download, and I have heard that some registries require a request in writing!

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