Meet the Other Phone. Child-safe in minutes.

Meet the Other Phone.
Child-safe in minutes.

Buy now

Please or to access all these features

Legal matters

Mumsnet has not checked the qualifications of anyone posting here. If you have any legal concerns we suggest you consult a solicitor.

Probate & inhreritance problems with siblings as executors

2 replies

GudrunM · 09/06/2024 21:32

Hi...

My father died last year, left his house (no mortgage) equally between his 3 offspring , with my sister 53 and brother 42 as executors. My brother has never left the family home, and has I think only worked maybe 3 years in his life, when he was around 20...has never studied, volunteered or travelled. Not sure what he does with his life actually... nothing criminal, not an alcoholic, etc....just a bit of a loner. He also was not my Dad´s carer as my Dad was very healthy and able up until his death.

Thing is, my Dad left a little note, signed by himself ( not as part of his will) stating that my brother can ´stay in the house, rent free, only paying household bills, for as long as he wants´!!

My sister & I are pretty sure throughout his life, he barely contributed anything for rent to my Dad, or to cover bills...so of course he is taking full advantage of this continued rent free situation ( lovely, 3 bed semi, with a garage and garden) , and banned us from the home since 3 weeks after the funeral. He calls it ´his home!´

A solicitor has already said the note is not legally valid, but my sister and I decided to honour Dad´s wishes for a ´while´, ideally 1 year, to give our brother time to find his direction & find his own , 1st home, something not so difficult, as we are set to inherit around 100 thousand each from Dad´s house.

He also started a legal case against my sister, stating he cannot complete probate, as she lied about not owing Dad any money. (not true) The brother has spent almost 1 year now, searching around Dad´s rather muddled financial receipts, looking for any scrap of paper that may suggest any loans took place, even going back to 2004!.... He seems to hold some kind of vendetta against my sister, as she often tried to gently bring up when visiting, his lack of ambition, travel, work, even volunteering....and also not paying rent.

The younger brother states that attempting to visit him , in his home would be seen as ´harrassment & intimidation`!!

I can honestly say that Dad would be weeping, to see how things are, not even 1 year after his passing!

My sister has a husband , both working full time, and 2 children, just starting Uni.

I live in a small, rented place, have always worked too, often 2 jobs, and travel a lot.

For us both, this amount of money could make a massive difference in our lives, but we are equally frustrated and at a loss of what to do, without destroying what relationship we may have still, or being seen as vultures.

Plus, I don´t know how he handles real life, and stress, etc...but he seems to be happily prolonging everything for the sake of it, with the solicitor case against my sister, etc.

The main and deeply upsetting thing is what my brother has become....and that we can´t visit my late Dad´s home, for memories and to handle our grieving processes...
When I write sweetly to him, or send gifts, he mainly just ignores me.
Does anyone have any ideas how to progress? Thanks!!!!

OP posts:
bbbsss · 09/06/2024 22:26

I think you can either force a sale on the home or just walk away. i would force a sale personally.

Another2Cats · 10/06/2024 08:48

The first step would be to ask DB to renounce being an executor. That would be the simplest thing but I guess he wouldn't agree to doing that.

"...he cannot complete probate"

By this, do you mean that your siblings have not yet applied for probate?

If probate has not been granted yet because DB is obstructing the process then there is a way that you can get round this. This is the citation process. It is done under the Non-Contentious Probate Rules 1987 (SI 1987/2024).

What happens is that you as a beneficiary apply to the Probate Registry or your local County Court. A citation is a notice from the Registrar or District Judge that unless your DB gets on with things and applies for probate by a certain date then he will be removed as Executor and replaced by you.

This notice is served on him personally and he has eight days to respond. If he doesn't respond then you can apply for an order to remove him.

If probate has already been granted then it's a different process.

You as a beneficiary would need to apply to the High Court for an order under Section 50, Administration of Justice Act 1985 that your DB is removed as an executor. You can also ask that you are appointed in his place if you wish.

In both of these cases you really do need to speak to a solicitor who specialises in this area of law.

New posts on this thread. Refresh page