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Inheritance: Will this will covenant stand?

7 replies

Landoni112 · 17/06/2014 19:40

Really difficult situation about to arise in my family, just wondering if anyone has any advice?

Long story short...

My DM has been diagnosed with terminal cancer, and we will probably lose her in the next 6-12 months.
She inherited from her parents their family home (worth about £450K in todays money) about 20 yrs ago. Her only brother had the family business & land (worth a lot more) as his inheritance.

My (D)GF had a covenant on the inherited house stating my DM could only sell the house to her brother (and possibly his children, not sure) for the maximum of £100K regardless of any increase in value, and could only sell it to a third party if this offer was declined.

This covenant was probably designed to prevent my DF getting his hands on the place and selling it to pay off large (very) gambling debts etc (had happened before, with some property that was given to DM a decade before). Added to the fact my Uncle and his children were very much favoured over my side of the family.

My DM tried to challenge the covenant at the time of the inheritance, went to court (not sure how high) and was ruled that it should stand (not sure why).

Uncle has now passed away (in his mid-sixties), a couple of years ago.

My Uncles side of the family (I have 2 older cousins) have done well for themselves, they had private educations (paid for by my GPs) while my siblings and I very much get by (there are 5 of us).

My DM will probably (from half-snatched conversations, as it does seem right to talk about money as her life is being cruelly cut short) leave the inherited house to my siblings and I. Her own share of her marital home will be left to my DF who will probably gamble it all away when she is gone.

I don't want to seem money grabbing, but any inheritance from the GPs house would change my life, enabling me to afford to have children without worrying abut how to afford the time off work (I am SE). It would also change my siblings lives, as they are in similar positions to me and might be able to get on the housing ladder etc.

The GPs house is in a lovely part of the world, but I can't imagine any of my siblings wanting to re-locate to live there FT. At the moment my DM rents it out for holidays, but even though she ploughs all her salary & earnings into it, it has really gone down-hill maintenance wise as its too much for ordinary folk to look after. It is the most beautiful house, but it really needs well-off owners to bring it back to it former glory and hopefully live in it FT to enjoy such an amazing house.

I am so sorry about the long post, but I felt I needed to explain the circumstances properly.

My two questions are:

  1. Do we have a chance of getting this bloody covenant lifted when my DM passes on, baring in mind her brother is dead already.
  2. If not, how on earth do they calculate inheritance tax (probably my biggest worry - as I am scared we will all be in debt from this and that beautiful house will just have to rot because we can't afford to maintain it).

I really appreciate any help/advice with this, its really stressing me out and making me so angry about how badly my DGPs treated my DM over the years.

TIA

OP posts:
IvyBeagle · 18/06/2014 13:05

I think its worth having a solicitor investigate for you. You DM may need to word her will carefully etc. I would take advice now.

poshfrock · 18/06/2014 13:45

It's difficult to comment without seeing the original document although I assume the covenant was contained in your DG's will ?

I believe it would lapse on your DM's death and she could leave the property to whomever she wishes. The property would be valued at open market value for IHT though and as the IHT allowance is £325k if the property is valued at £450k then IHT will be due on the excess (£125k @40% = £50k).

If I were you I would get a copy of your GF's will ( £10 from probate registry) and a copy of the property title deeds( £4 from Land Registry website) and see if there are any restrictions on the title.

From an IHT perspective your mum may be better off leaving the property to your Dad as then there will be no IHT until he dies and then he will have two allowances to cover his estate ie £650k. She could put it in trust for him so that he can't sell or mortgage it for gambling debts and it would automatically go to you and your siblings on your Dad's death.

Presumably if she is terminally ill she is thinking about updating her will anyway so now would be a good time to get some professional advice on this.

Landoni112 · 18/06/2014 17:09

Thanks ivy and posh Its not an easy conversation to have at anytime. Emotions and with so many siblings there might not ever be an agreement about the house anyway, but at least we might get a choice in the matter and I won't dictate the way we all live our lives quite so much.
How do I go about getting a copy of GF will & the property title deeds, are they open to anyone to enquire about?

OP posts:
fairgroundsnack · 19/06/2014 10:50

The property title will be on the land registry, it is a few £ to get the title. The will should be with the probate registry, again a few £. Without seeing the documents, my view is that the covenant would lapse on your DMs death. You and your DM should take advice in connection with her will.

poshfrock · 19/06/2014 19:02

The will and property title deeds are public documents (assuming the property is registered). As I said in my original post:

Title deeds -£4 from Land Registry website
Copy will and grant of probate £10 from Probate Registry

poshfrock · 19/06/2014 19:06

hmctsformfinder.justice.gov.uk/courtfinder/forms/pa001s-eng.pdf

Link for Probate Registry

www.landregistry.gov.uk/public/property-ownership

Link for Land Registry. Looks like the price has dropped to £3

Landoni112 · 21/06/2014 09:31

Thank you posh, I got a bit confused when I went on the websites and couldn't find the right info.
Am off on a family holiday next week, so hopefully will have time for a quiet chat with my Mum about the whole situation. She might need some persuading, last time I tried to bring it up that it would be great to get things in order before you was too unwell she basically, "well that's for you all to fight over when I am gone".
Its funny, you would think that having completely fallen out with her only brother because of her GF will she would want to try and mitigate against that situation arising amongst her children Confused

OP posts:
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