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Further advice sought on Inheritance claim

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  • Further advice sought on Inheritance claim

    Further to my other thread titled unexpected caveat.

    After receiving a Larke v Negus from the will drafting solicitors, which weighed heavily in my favour, the other side were instructed by their solicitor to lift the caveat which they failed to do.

    As a result, it expired and my probate application is awaiting approval from the registrar. I have accepted an offer on my mothers property which has to be sold to repay an equity loan.

    My solicitor has said I must wait a further 6 months before I can distribute the balance of the estate, to allow the other side to produce a letter of claim! Is this right considering how much they have messed my probate application around? What if I went and bought a property for my family, would I be breaking the law even though I am named as Executor and sole benificiary of Mum's estate?

    Any advice welcomed. Thank you.
    Tags: None

  • #2
    Originally posted by redsmiffy View Post
    Further to my other thread titled unexpected caveat.

    After receiving a Larke v Negus from the will drafting solicitors, which weighed heavily in my favour, the other side were instructed by their solicitor to lift the caveat which they failed to do.

    As a result, it expired and my probate application is awaiting approval from the registrar. I have accepted an offer on my mothers property which has to be sold to repay an equity loan.

    My solicitor has said I must wait a further 6 months before I can distribute the balance of the estate, to allow the other side to produce a letter of claim! Is this right considering how much they have messed my probate application around? What if I went and bought a property for my family, would I be breaking the law even though I am named as Executor and sole benificiary of Mum's estate?

    Any advice welcomed. Thank you.
    I dont cover probate, but i would have some difficulty if you retained a solicitor to advise, and that solicitor has now advised you on your rights etc, and you are seeking a second opinion here. Perhaps if you lack confidence in the solicitors advice you need to be having discussions with your solicitor, and if the discussions arent fruitful then you may want to look at an alternate lawyer.
    I work for Roach Pittis Solicitors. I give my free time available to helping other on the forum and would be happy to try and assist informally where needed. Any posts I make on LegalBeagles are for information and discussion purposes only and shouldn't be seen as legal advice. Any advice I provide is without liability.

    If you need to contact me please email me on Pt@roachpittis.co.uk .

    I have been involved in leading consumer credit and data protection cases including Harrison v Link Financial Limited (High Court), Grace v Blackhorse (Court of Appeal) and also Kotecha v Phoenix Recoveries (Court of Appeal) along with a number of other reported cases and often blog about all things consumer law orientated.

    You can also follow my blog on consumer credit here.

    Comment


    • #3
      I would go along with your solicitors's advice and not spend that legacy.
      The other side have 6 months from probate in which to lodge a claim under the Inheritance(Provision for Family and Dependants) Act 1975.

      If you spend that legacy (not an offence) but they then successfully make a claim you will be liable

      Comment

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