Was Auntie bu over the will?

[stairbears]

Not sure what to think about this.

Our Dad died unexpectedly and horribly 18 months ago.

Our Aunt (his sister), arranged with our still surviving Grandfather, for his will to be re-written a few weeks after our Dad died, otherwise my sister and I would have been in line to receive our late Dad's largeish inheritance.

Grandfather died, Aunt receives v.large sum, her daughter (our cousin) also substantial sum. My sister and I, the other two grandchildren, a comparatively very small sum each.

I only know this from obtaining a copy of the will, which is a public record.

I do not begrudge getting much less than my aunt and cousin. They were much closer and took care of him sometimes too. We live hundreds of miles away.

However, was my Aunt being unreasonable when she didn't send us a copy of the will, when we were named in it, and was she unreasonable saying to our faces after the funeral "there will be a little something for you, he didn't have a lot I'm afraid".

She doesn't know I applied for a copy myself... I think our late father would say she was "on the make again", but unsure how I should feel?

Birds I understand that it IS an obligation to show a copy of the will and the estate accounts (not the same as the Grant of Probate) to all residuary beneficiaries ie those whose legacy is stated as a percentage of the estate after payment of all debts (the OP's situation).

However it seems to be fine only to send copies of will/accounts upon request, rather than pre-emptively.

I also agree that it's always fair that anyone doing the actual Care, even if that is keeping someone's spirits up by being available, is left more.

The GF might have wanted this change.

It's tough to decide, he also would have been grieving. If he was 'Old School', he would have changed his will after a change in the Family and would look for his DDs % to increase.

12 weeks isn't quick, when talking about elderly end of life/confusion. So he could have had very fixed ideas and be well capable of making the decisions he did, then within a fortnight, even, been very different.

I think it needs to be remembered that the Aunt has lost her Brither and her Father, in a small time space, one of which she was close and involved with.

When my Mother, who I cared for died, I was lost and didn't know what to do with myself.

""Birds I understand that it IS an obligation to show a copy of the will and the estate accounts (not the same as the Grant of Probate) to all residuary beneficiaries ie those whose legacy is stated as a percentage of the estate after payment of all debts (the OP's situation). ""

I asked my Relatives Solicitor if that was the case and was told that I didn't have to. I would have done. The Bank wanted to see the original Will and wouldn't have accepted a Copy, it could have been lost, that day, that's why it's on record and can be traced by the Beneficiaries.

It has to be stated on the Probate forms what is to be given out. I'm only at the first stage.

DoomGloomAndKaboom - thanks... yes it does niggle... out of curiosity really and why she hasn't been up front about everything.

I suppose at best she wanted to spare our feelings, or was embarrassed about the division of the estate as we only received a token amount really, compared to the other remaining grandchild.

I'll just hope it was this and let it go... I don't see how any request for further info will go down well, either way.

I just read the opposite on a solicitor's website here Birds.

It's under the part that says "when executors obstruct or delay". I think what your relative's solicitor probably meant was that you don't have to send them unless you are asked for a copy.

Birdsgottafly - just re-stating that I don't have a problem with the division myself, of course those he was closer to receive more. It was her shadiness over it that confused us.

Has this Auntie got form for shaddiness? I suspect she must have, otherwise, I would think you would have taken her remarks at face value.

Probably the best thing is to forget it now.

Yes she has. Difficult lady. And agreed.

I am in a very similar position OP. My father died in 2012, leaving his estate to myself and my siblings equally. He had one sister, my aunt.

My paternal grandfather is likely to die this year. I am pretty sure he will have left all his money to my aunt, having changed his will when my father died. I have absolutely no problems with this.

It is your grandfathers money. I am not sure why you are so focussed on your aunt? Unless you are saying she has forged your grandfathers will or blackmailed him or something?

If you want to engage with what the OP is saying charlestonchaplin you'll really benefit from reading her posts.

If on the other hand you just want to have a pop, you should carry on misrepresenting what she's saying since that suits your argument.

You sound very sensible about this OP. Good on you. In your shoes though I'd struggle to be on friendly terms with the aunt.

I wouldn't forget it. I'd see a solicitor.

Thanks all, have decided to delete the thread due to privacy concerns, so it's about to disappear.

Thanks again for all of your help.