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What are the Rights to see the Accounts as a Legatee in a will?

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  • What are the Rights to see the Accounts as a Legatee in a will?

    I was informed that i had been left a Legacy in a Will and the Administrators then sent me a Letter saying that there was not enough money in the estate so the Legacies would have to be reduced. Then i recieved another letter saying as to a Loan that the Deceased had forgave in his Lifetime there was no money to pay out any Legacies. It was a Large estate and there was a lot of Money left to Charities and i had heard that some charities had recieved some money although i have no way of verifying this only a News Paper article Stating this. I have written to the Administrators of the Estate several times asking for a Statement of the final accouints and they are refuseing to show them to me saying as i am a Legatee i have no right to see the accounts. The Executors are Solicitor, Accountant, and Family and one is also a Benificary. What can i do to get them to produce the Accounts as i have no way of Knowing where the money has gone and to whom. The will would be in Scotland Law as thats where the Deceased lived and Died and i would like Advice as to what i could do to Redress this.
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  • #2
    Re: What are the Rights to see the Accounts as a Legatee in a will?

    Hi Welcome to LB.
    I am not familiar with the Scottish Law on inheritance, probate etc., No doubt you
    will get help soon from those more knowledge that I.

    The advice I give and draft letters provided are drawn from personal experience and career training and are given freely and without liability.

    Please make your own decisions with care and if necessary seek qualified legal advice. I will not advise by private message. If you'd like me to look at your post please tag me in your post by typing @nemesis45;.

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    Animo et fide.


    • #3
      Re: What are the Rights to see the Accounts as a Legatee in a will?

      In Scotland the executor must write an inventory on the Confirmation document (C1) which is an HRMC document ( you find on their website) . And sign this as being a true and accurate representation of the estate. This form is submitted to HMRC . You can then apply for a copy of this Confirmation from the court (publicly accessible) .
      I believe the will is attached to the confirmation and so you should have an idea of what debts were against the estate and what bequests were left.
      From this you should be able to see if there was any residuary to be left to the residual beneficiaries.
      I think you have , as a beneficiary, the right to see the accounts.

      Perhaps you need to take advice from a solicitor specialising in Scottish law.


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