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AIBU?

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do all beneficiaries have to be paid at the same time

91 replies

Trebor57 · 10/01/2025 12:58

Hi,

Long story short , I lost my beloved Grandma in October 2023, she was in a care home so a lot of her money went towards that, however she did have a house that had only just been sold before she passed so all that was left.

Her Will instructions consist of her 4 Grandchildren (including me) getting £1000 each and the rest to be split equally between my mum and her sister who are both the executives ( after the costs this will result in about £70k each).

Me my brother and my mum and dad did everything for my grandma and loved her dearly, we would try so hard to convince her to upgrade her boiler, windows, spend money on taxis instead of trapsing around on the bus and spend money to improve her living and keeping herself warm, my mums sister on the other hand was the complete opposite and scare monger her into spending her money for her own advantage and barely bothered with her.

The day after My Grandma died she was already on about booking an appointment at the solicitors ( which i found very strange and distasteful) and has been constantly nagging at my mum to complain with her about how long the solicitors were taking to sort the probate out ETC, basically she is desperate for the money, that to be honest she doesn't really deserve, please don't think this post is about me not wanting her to have her 'fare share' or wanting her share for myself as my parents, myself and Brother all have our own money and always have done and would much preferred our Grandmother to have spent it on herself more.

Anyways just before Christmas, I received a letter from her solicitors advising me about the £1000 I have been left and to complete a FOA with my bank details so they can make that payment to me, I immediately shoved it in a drawer not ready to face up to what is the final chapter of My Dear Grandma's life/death.

Anyway much to my surprise I have had chase letters from the solicitors for this form, so I can only assume they wont get paid until they have paid everyone out,
But I am just wondering if anyone knows if all beneficiaries have to be paid at the same time, as we are all wondering if my mums sister has been nagging them for her payment?
( PS we don't really talk to my mums sister as she is not a very nice person so cant really ask her)

and to be honest if that is the case, I'm happy to leave it in the drawer for a while if she is that desperate for her mum who she treated terribly over the years money and to be honest my mum feels the same, call me petty I don't care

Anyone know from experience if it will make a difference me withholding my FOA?

OP posts:
Sasskitty · 10/01/2025 16:02

You sound incredibly petty. What’s the point. It is not about you. It is your grandma’s wishes, all you have to do is respect them.

Ps. You could give your 1k to a local charity in your grandmas’ name, if you’re not that fussed about it. I’m sure they’d appreciate it.

BIossomtoes · 10/01/2025 15:54

Talk about cutting your nose off to spite your face. Just supply the details.

lostinthememory · 10/01/2025 15:52

YABU.

Your grandmother has died, which is very sad.

You and your mother are now obstructing the solicitor doing their job. You can complete a deed of variation if you don't want the money, but saying you "don't want it because you wanted your grandmother to have it" just sounds childish.

Please stop dragging the solicitor into your family disputes.

BunnyLake · 10/01/2025 15:50

For heaven’s sake you sound so childish. If you don’t want your money donate it to an elderly charity in honour of your gran, but stop fucking around and let the solicitors do their job.

BananaSpanner · 10/01/2025 15:46

You’re being spiteful. It’s nothing to do with grief otherwise you wouldn’t equate your reluctance to complete the form with whether it will cause a delay to your aunt (who you clearly despise) receiving her inheritance.

It is not for you to judge whether your aunt is worth of your grandmothers money, your grandmother already did that and that was the purpose of the will.

Autumndayz77 · 10/01/2025 15:43

Is it not costing the estate money every-time they send a letter?

Just sign it and send it back and stop
worrying about an aunt you don’t like very much.

Sidebeforeself · 10/01/2025 15:39

Your grief is stopping you from thinking straight. Your GMs will is exactly that - her wishes, not yours.

Stop holding things up out of petulance. Believe me, holding on to grudges wont help with your grieving and wont change the past.

Be grateful your GM loved you and wanted to give you a gift in her memory.

thisisagoodsign · 10/01/2025 15:37

1987qwerty · 10/01/2025 15:34

All you're achieving is increasing the solicitor's fees. This in turn reduces the amount your Aunt and MOTHER receive. I suggest you grow up.

This exactly. You really need to cop on.

1987qwerty · 10/01/2025 15:34

All you're achieving is increasing the solicitor's fees. This in turn reduces the amount your Aunt and MOTHER receive. I suggest you grow up.

poshfrock · 10/01/2025 15:34

If you don’t want the money then tell the solicitor that you wish to disclaim your legacy so it can go back into the estate. Or ask them to draft a Deed of Variation and have your share redirected to charity or maybe to the care home to benefit the residents. Plenty of options. But at the moment all you are doing is racking up solicitors fees and preventing them from doing their job. If the funds on their client account are accruing interest then there will also be income tax to pay on it and that will mean an additional task for them to complete and charge for. Which again will reduce your mother's inheritance.

ForeverPombear · 10/01/2025 15:25

I understand you're hurting but this wasn't your grandmothers wishes. You need to grow up and fill the form in.

friendlycat · 10/01/2025 15:10

This is not a grown up attitude. Just send the form back and let the solicitor finalise their job.

You’re not achieving anything by doing this and your grandmother stated her wishes irrespective of your thoughts on the matter.

thisisagoodsign · 10/01/2025 15:08

You really need to grow up.

CandidHedgehog · 10/01/2025 15:03

It seems to me that your aunt isn’t the only one being disrespectful of your grandmother (if she is - your behaviour doesn’t exactly entitle you to take the moral high ground).

Aunt is apparently being grabby but you (and your mother and brother) are deliberately disregarding your grandmother’s wishes and wasting her money.

Frankly, I think your behaviour is worse. Why is it OK for you to ignore your grandmother’s wishes like this but not OK for your aunt to follow her will?

Also, somewhat amusingly, this won’t work so your spite gains you nothing. The solicitor will have drawn up estate accounts that total the estate assets, deduct the liabilities (debts) and list what remains to be distributed. They will then send out the individual shares. I’m sure they’d like to close the file but all they need to do to comply with their obligations is send reminder letters periodically while leaving the money sitting in their client account. They can take their fees when the actual work of administering the estate is finished and probably have done already.

MyTwinklySloth · 10/01/2025 15:02

Sign the form. Today.

edwinbear · 10/01/2025 14:46

Of course the solicitor is chasing you, they can't close their file and send their final invoice until all funds are dispersed. So you're just preventing a solicitor from being paid for the work they've done. It's not a good look OP.

DinosaurMunch · 10/01/2025 14:45

The solicitor will charge for their time including all the letters they send you and this will come out of the estate. So all you're doing here is spending your inheritance on a solicitor. And no they don't have to be paid at the same time. If you don't reply after a set number of letters they'll crack on without you. It's their job to pay you the money so they will make a decent effort to do so but not carry on forever

MrTiddlesTheCat · 10/01/2025 14:42

You're being childish, spitefully delaying hoping it'll irritate your aunt. You may not like her, but she is your grandmother's daughter and your grandmother loved her.

RoseDog · 10/01/2025 14:40

I'm sure everytime the solicitor has to send you a letter the estate is charged for it, if that's the case your taking money from your own mother, your money will be protected!

MrsTerryPratchett · 10/01/2025 14:40

Just fill the form so you can stop thinking about this aspect of it. Get it over with and then you can just think about your grandmother without anything else hanging over you.

titchy · 10/01/2025 14:36

If you want to respect your grandmothers wishes, truly respect them, stop delaying. You may think your aunt is a dick. Your dm may think her sister is a dick. She may well be a dick. But your grandmother wanted her to inherit. Do right by your grandmother and ensure her wishes are carried out.

And that means quickly - unless there was something in her will that said make sure to give the solicitors tons of extra cash?

stichguru · 10/01/2025 14:36

All you will be doing is making more of the money be spent paying the solicitor so, yes it will mean your aunt gets a little less, but so will the rest of you. What's really the point other than to be disrespectful of your grandma?

Sureitwont · 10/01/2025 14:31

Not returning the form will only delay your payment, not anyone else’s.

The money will be sitting, allocated, in the solicitors client account and will likely be manually transferred to each beneficiary as soon as each form is received. There is no basis for one beneficiary to hold up the others once everything is settled- the beneficiaries have a legal entitlement to the funds, like it or not

Ahwig · 10/01/2025 14:30

Because yours is a set amount they have to pay those out first because what's left is a percentage split . And that split can only done with the balance. It's possible that you not replying will hold everyone's else inheritance up.

MaggieBsBoat · 10/01/2025 14:28

The fact is your aunt was the equal of your mother in your grandmother’s eyes and is equally the beneficiary of her will. Your postponing does nothing in terms of denying your aunt her rightful inheritance- it just irritates the solicitor and makes you look disorganised and disruptive.