Thanks for putting it in a “nutshell”.
A follow on question: What responsibility does B have to address S’ on going and ever more creative accusations: “Illegal and without authority”, “failed to inform authorities”, “purposely defrauded HMRC from IHT”, etc. These are serious accusations and if B does not deny them, is B not effectively accepting them? And S’ threat to seek an order from the court for disclosure of all B’s banking statements, where B will pay S’ costs, can this be safely ignored too as B has directed her to E for all disclosures?
Hi, Thanks for your reply. However hard it may be for B, these accusations should be ignored, and if so, does not in anyway imply fault on B. Likewise, if matters did come to a Contested hearing, B could be called as a witness or disclose statements etc IF they were relevant and the Court agreed that they should be disclosed, but S would certainly not be entitled to request that B be responsible for the costs.
Until such times, B should just ignore all of B's requests.
I hope this assists. Kind Regards AL
Recap: Will with S, E & B as beneficiaries now has codicil. S is the Sibling cut out of the will, E is the Executor and B is the remaining Beneficiary. S has placed the caveat before E had chance for grant of probate, so E is a bit in limbo. S has gone for money no object, shock and awe attack on E & B.
Question: S is demanding 10 years of the estates bank statement from E plus much besides that is relevant only to the estate that S is not a beneficiary of. S has not yet made a formal claim and is aggressively bombarding E & B & lawyers & all else to get some purchase and crack open to exploit any inconsistency. Is E obliged to reveal these documents to S, if not what documents is E obliged to reveal to S.
E is not under a duty to disclose anyhing to S at this stage. E needs to issue a "Warning" to S, which is basically a request for E to supply evidence as to why he thinks the Will is invalid. If he can not provide evidence, the Probate Registry will then remove his Caveat.