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Grief from a troublesome estate executor. Please help

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  • Grief from a troublesome estate executor. Please help

    Hello there, I am a new puppy to the site, which I stumbled across upon trying to find some help/advice/answers.

    My younger siblings and I are having a nightmare with the executors of our mums estate. (ok, mainly me, as I am the eldest, I am left to deal with it all, which I am happy to do for my siblings)

    Long story short, our mum suddenly died in Jan 2014, me, my 2 sisters and 2 brothers (5 of us in total) are the beneficiaries of mums estate. The named executors are solicitors.
    We asked the executors to renounce, but they refused to do so (I am aware they do not have to renounce if asked, but their refusal was rude and abrupt without any consideration at all)
    Thus disappointingly we were effectively forced into having them continue as executors.

    Since then they have made countless mistakes including hundreds of typos, incorrect calculations, over charging us for disbursements, providing us with incorrect bills and more. They also told us/gave us a verbal quote of their costs at the beginning in our very first meeting with them, and these costs have now quadrupled without any warning what so ever.
    I wrote a formal complaint (with the agreement and backing of my siblings) and the executors refuse to accept that there is anything wrong.

    I have been battling with them ever since, with communications/letters back and forth between us regarding my complaint, giving them evidence of what mistakes they made and requesting a fully itemised bill from them due to their incorrect calculations.
    They still refuse to believe that they have done anything wrong (despite me giving them evidence) and have refused to give me a fully itemised bill.

    I have now taken this complaint to the Legal Ombudsman and so far the Ombudsman have seen that they have made numerous mistakes and suggest that they reduce their bill.
    They are refusing to do this also.

    I am hoping the Ombudsman with rule in our favour and the executors will have to reduce their bill.
    However some issues may and will remain.
    Issue 1: If the Ombudsman do rule that the executors must reduce their bill, I am worried that it may not be a significant reduction. We would hope for a reduction of at the very least 50% if not more, in order to bring their fees back down to their original quote.
    Issue 2: Both my brothers are under the age of 21 (which mums will has specified that the executors are to be trustees of their inheritance until they reach the age of 21) 1 brother luckily does not have long to wait, as he will be 21 this October, but our youngest brother is only 15, thus he has some time to wait before we can be rid of these horrid executors. Of course they will be charging for the privileged of being trustees, so even more fees for us/or my brothers.

    (Oh and the estate is still not finalised due to a disputed debt which I am also trying to deal with and getting little to no help from the executors)

    My question is: Do we have any way what so ever to be able to get rid of these incompetent executors?

    I hear that it is possible to remove executors, but it is very difficult to do and will only succeed in exceptional circumstances.
    I have also sought legal advice, with the possibility of suing for professional negligence, but most have told me "sorry its service issues, not negligence" and the ones who are willing to give it a look of course want lots of money just to view it and see if we have a case or not.

    Is there anything we can do? Or are we forced to continue to have a connection with these people until our youngest brother reaches 21?

    Any and all help/advice will be greatly appreciated.
    Tags: None

  • #2
    Re: Grief from a troublesome estate executor. Please help

    http://www.lawpack.co.uk/probate/art...rticle7435.asp

    How to remove or substitute an executor by court order

    Beneficiaries can apply for a court order to remove an executor by making a Part 8 Claim, under the Civil Procedure Rules 57.13.
    The following documentation must be provided to support the application:
    1. A certified sealed copy of the Grant of Probate (or Letters of Administration).
    2. A Witness Statement outlining why the executor should be removed, along with details of the deceased’s assets and liabilities, names of the beneficiaries and the proposed name of the substitute executor.
    3. The proposed executor’s signed consent to act.
    4. A Witness Statement of the proposed executor’s fitness to do the role.

    If proceedings regarding an inheritance dispute have already started, then the application to remove an executor must be made by an application notice and not by a Part 8 claim.


    https://www.justice.gov.uk/courts/pr...es/part57#57.8
    III SUBSTITUTION AND REMOVAL OF PERSONAL REPRESENTATIVES

    Substitution and Removal of Personal Representatives

    57.13
    (1) This Section contains rules about claims and applications for substitution or removal of a personal representative.
    (2) Claims under this Section must be brought in the High Court and are assigned to the Chancery Division.
    (Section 50 of the Administration of Justice Act 19855 gives the High Court power to appoint a substitute for, or to remove, a personal representative.)
    (3) Every personal representative of the estate shall be joined as a party.
    (4) Practice Direction 57 makes provision for lodging the grant of probate or letters of administration in a claim under this Section.
    (5) If substitution or removal of a personal representative is sought by application in existing proceedings, this rule shall apply with references to claims being read as if they referred to applications.
    CAVEAT LECTOR

    This is only my opinion - "Opinions are made to be changed --or how is truth to be got at?" (Byron)

    You and I do not see things as they are. We see things as we are.
    Cohen, Herb


    There is danger when a man throws his tongue into high gear before he
    gets his brain a-going.
    Phelps, C. C.


    "They couldn't hit an elephant at this distance!"
    The last words of John Sedgwick

    Comment


    • #3
      Re: Grief from a troublesome estate executor. Please help

      Thank you for your information Charitynjw, this is some of the info I have previously seen, I am concerned that it is apparently very difficult to do this.
      I also doubt that the executor will cooperate and give me the items I need from the list, such as item such as 1. grant of probate and
      3. signed consent to act.

      If I do not have these things, I get the impression I am unable to put in a part 8 claim.

      Comment


      • #4
        Re: Grief from a troublesome estate executor. Please help

        Hi Spitz

        See the 2nd part of above post
        CAVEAT LECTOR

        This is only my opinion - "Opinions are made to be changed --or how is truth to be got at?" (Byron)

        You and I do not see things as they are. We see things as we are.
        Cohen, Herb


        There is danger when a man throws his tongue into high gear before he
        gets his brain a-going.
        Phelps, C. C.


        "They couldn't hit an elephant at this distance!"
        The last words of John Sedgwick

        Comment


        • #5
          Re: Grief from a troublesome estate executor. Please help

          Thank you,
          Are executors and personal representatives one in the same?

          Comment


          • #6
            Re: Grief from a troublesome estate executor. Please help

            Originally posted by Spitz View Post
            Thank you,
            Are executors and personal representatives one in the same?
            Yes

            If intestate an Administrator will be appointed.
            CAVEAT LECTOR

            This is only my opinion - "Opinions are made to be changed --or how is truth to be got at?" (Byron)

            You and I do not see things as they are. We see things as we are.
            Cohen, Herb


            There is danger when a man throws his tongue into high gear before he
            gets his brain a-going.
            Phelps, C. C.


            "They couldn't hit an elephant at this distance!"
            The last words of John Sedgwick

            Comment


            • #7
              Re: Grief from a troublesome estate executor. Please help

              Ok, thank you kindly for the clarification

              Comment

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