• Welcome to the LegalBeagles Consumer and Legal Forum.
    Please Register to get the most out of the forum. Registration is free and only needs a username and email address.
    REGISTER
    Please do not post your full name, reference numbers or any identifiable details on the forum.

estate valuation and missing money and modified will

Collapse
Loading...
X
  • Filter
  • Time
  • Show
Clear All
new posts

  • estate valuation and missing money and modified will

    Hi everyone, I am new to this so bare with me.
    My Uncle passed away in May 2009, his will had been changed under extremely dubious circumstances it was just over a year before he died, by his carer, he was 89. It now seems the woman whom the will favoured had removed funds from the estate and even emptied a Trust fund of over of over £120,000 that was for our three children. It was only due to our knowledge and persistence that we uncovered it, there were actually other accounts in mine and my Brothers names but the nature of the trust meant it it had to be paid back to us. also we believe there is more. This plus other monies dont appear to have been declared to the executors as the estate was totally under valued. We were and still are actively contesting the will yet the executors have only now supplied a copy of the grant of probatethat was served about a year ago, we were led to believe it had not been issued. The estate was valued at £485,046 yet even a very conservative valuation of the house alone was in excess of £600,000 and solicitor’s notes notes from the changed will confirmed there was at least £190,000 in two other accounts, both which had been emptied.
    Ignoring the £120,000 removed from the estate and other funds that we feel have yet to be accounted for, the estates value should be in the region of £770,000. We have also been informed that gifts etc should be declared, yet among numerous other items such as a new car, we have not seen such disclosures.
    The executors refuse to tell us anything and are now saying that if we don’t sign a formal release they will get a court order. The whole situation stinks but I don’t know where we stand legally. Any help would be greatly appreciated

    Thanks & Regards

    Peter
    Tags: None

  • #2
    Re: estate valuation and missing money and modified will

    Hi Peter, welcome to the site.
    I'm sorry to hear of your troubles, to be quite frank with you, this sounds like a specialist subject and there is quite a large amount of money at stake here.
    My personal advice to you, would be to find a Solicitor that specialises in this, you really do need to take expert advice.
    There are a couple of people on here who do deal with wills etc but I'm not sure when they will be around.
    Please keep us updated how you get on though and hopefully someone else will pop by and be able to shed some more light on the subject for you.

    Comment


    • #3
      Re: estate valuation and missing money and modified will

      was your uncle a widower?

      Comment


      • #4
        Re: estate valuation and missing money and modified will

        Hi Scottie, yes he was ny aunt passed away in 1995.

        Peter

        Comment


        • #5
          Re: estate valuation and missing money and modified will

          Thanks Sapphire, we were using a solicitor but it was just taking too long and expensive, despite the sums of money we are not well off and the "barmaid" who did this (YES BAR MAID) has a daughter you teaches law! and she actually tried to be a witness for her own mother at the signing of the new will but at the last minute the solicitor noticed thay had the same surname and said they should get a unrelated witness. We beleive that this was done in order that noone would know and they thought it would be easy and probably did not realise how close we were to our uncle.

          Peter

          Comment


          • #6
            Re: estate valuation and missing money and modified will

            Hi, just to elaborate, my Uncle had my brother, myself and our two children as equal beneficiaries (i.e. split 4 ways) and when we had our third boy in 2005 he told us that he would add him in the same way, he was with us for christmas 2005 two weeks after the birth, he was on his own and we did try our best for him. Even when this woman got involved we never thought our Uncle would have done this without discussion, we had also had power of attorney for about ten years before he passed on. We actually only found out the will had changed about three months later when I requested to get personal possesions and this woman would not allow it even when we pointed out that our own wedding video was there,she still would not allow it. It was only then that the executor politly told us that it was all hers!

            Peter

            Comment

            View our Terms and Conditions

            LegalBeagles Group uses cookies to enhance your browsing experience and to create a secure and effective website. By using this website, you are consenting to such use.To find out more and learn how to manage cookies please read our Cookie and Privacy Policy.

            If you would like to opt in, or out, of receiving news and marketing from LegalBeagles Group Ltd you can amend your settings at any time here.


            If you would like to cancel your registration please Contact Us. We will delete your user details on request, however, any previously posted user content will remain on the site with your username removed and 'Guest' inserted.
            Working...
            X