I really want to know if I can demand to see my Father's bank statments - I am concerned that My sister has been very careful in what she has shown me regarding my fathers estate, it has not been 'transparent', I have no idea how much money he had when he died - I only know what was in his account two months after his death.
She has given me some money and another sister has had money, however, if the sister dealing with my fathers account also had the same amount the total comes to more than she said was in his account, which makes me concenred that I am not being told the whole picture. I saw a statement that had £50,000 but the total bequests came to £54 ,000
Is there anything i can do to get access to my fathers bank statments?
Is she refusing or reluctant to show you these?
I assume that he has now passed away
I have not asked her, but I guess she would refuse to show me. My Father passed away January 6th 2013.
It may be a simple question, but the answer is morecomplicated as you will read.
It takes time to type.
The Co-op however didnt know about joint accounts but I do so clearly their service didnt answer your question and so you couldnt rely on it.
I am happy to give youa full comprehensive answer, in writing that you can show to your sister
I am afraid that this is not an instant servicebecause we all have clients and court and all users and travelling and eveningsand weekends, so sometimes you will get a response in minutes and sometimes itmay be hours.
You are in executor of your fathers will/estate. Executorsare also sometimes known as personal representatives and the executor thereforeshould have access to all documents and records and property of the testator (personwriting the will, your father) once theperson has died. You should therefore have complete access to all the documentsand property, including those in joint names.
You need to ask your sister out right for copies ofall the documents, including the joint bank accounts and if she refuses, youcan threaten a court application and costs.
The threat of the court application and the costsis always better coming from a solicitor. However, if the relationship withyour sister was bad, non-existent before, this will not improve it. However,whilst you appear to be reluctant to upset her, she appears to not have thesame concern.
It is worthwhile mentioning that beneficiaries donot have an automatic right even to see the will, but as an executor you dohave obviously, because without access to all the paperwork and the will, youcannot do your job.
In addition, if you were appointed jointly in thewill, you should be signing all the paperwork and any application for probate(if probate is needed, depending on where the assets are).
I will also mention the joint accounts. Whilst youhave the right to see these accounts, the money in them is not necessarilyjoint money. The money might be your fathers or it could be your sisters or itcould be both.
Just because it is in joint names does not meanthat she has any interest in it outside the will.
The reason is quite simply that, if, for example,all his pension or other income was paid into that joint account and it was injoint names, simply so that she can administrate, then it is not joint moneyeven though it is in a joint account, it belongs completely to your father'sestate and should be distributed in accordance with his will.
Finally, although it may be a joint account, she isno longer able to use it after the date of death, except to pay funeralexpenses which the bank will pay directly from the account on production of thedeath certificate and the account from the funeral director
Can I help further?
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