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  1. #1
    Phys's Avatar

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    Default Executor pocketed many items from the house & been rash with funds

    Hi,
    I am new to this site, so I hope I am asking questions properly.
    My aunt died in 2014. I was awarded a lump sum outright as per the terms of the will, and am 1 of 4 beneficiaries. Money was handled by a lawyer, who seems to have charged 1.8% on an estate of 1.1 m.
    Remaining executor is one of my aunt's siblings, who is not a beneficiary, but who inherited 1/2 of the value of the house. One of my parents, the other sibling, who was supposed to be the other executor, died in 2013. The other 3 beneficiaries are myself, my sibling, and the executor's two children (so the next generation).
    The executor is now 89, and it seems that she (& one of her children, a beneficiary, who was paid to act as helper and is her LPA) have taken what the executor wanted from the house first and then tried to share out the remainder amongst the beneficiaries. Missing items include most of my relative's gold jewellery (gold rings, necklaces , bangles etc.)and many other items, which they say they never found. With regards to the accounts, there is payment to the executor's helper for her time (£2,500), two funerals!, costs incurred by them before my aunt died! costs associated with unnecessarily completely changing the grave etc. The lawyer handling the estate produced a costs document, but the costs are just listed - there is no justification of the costs, and no copy of the contract as to the lawyers fees, which the executor must have agreed to.
    Since my aunt died, I have written numerous letters to the executor & her daughter asking about the missing items and questioning the costs. I have received replies, but the situation hasn't been changed by the responses - excuses change with each letter. I think I have found it hard to believe that the executor could be deceitful.
    I want to submit a request for a court to get me an inventory of the house & more information about the costs. I have got the appropriate form I think, but I want to know how I communicate the details i.e. what is missing from the house, what is wrong with the costs etc. I must have to present a reason as to why I need to go to court.
    Hope someone can help,
    Thank you, Phys

  2. #2
    Kati's Avatar

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    Default Re: Executor pocketed many items from the house & been rash with funds

    Tagging @Peridot xx
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