I received a 'final account' letter from my Uncle's accountant. Am I correct in thinking that this should have been handled by a Solicitor rather than an accountant?.
I was sole beneficiary in his Will for 30yrs and had always intended to give my brother & sister some money if & when that time came. I was also unmarried with no children & I asked my Uncle if he would consider having his Will updated to include my 2 siblings, we were a close family and he agreed and he made an appointment with his Solicitor. I was asked what I wanted my brother & sister to receive from the estate and I said 1/3 each from the house sale. I was to receive any other monies and his possessions.
My uncle's accountant sent me a copy of the updated Will a few days after my uncle passed away. I had a few queries with it because it wasn't very well detailed and was a poor photo copy. My uncle had always used the same firm of solicitors previously and this new Will came from someone else. There was no mention of his beloved gun dogs that here wanted his friend from the gun club to have plus £500.00 for their upkeep which was important to him and i was surprised at this because he was meticulous with his affairs. I rang the solicitors that the new will had come from and they refused to send me another copy.
My uncle rang me when he had returned from solicitor to let me know he had updated his Will as I had wanted and said apart from adding my brother and sister to receive money from the house sale and also adding to the Will his wishes for who his dogs went to with £500.00 towards their upkeep, everything else stayed the same in the Will and I was main beneficiary. When I received a copy of the Will after my uncle's death it just stated a three way split basically between us siblings, no mention of anything else including the dogs which was abut baffling. I spoke to his account about it and he said that my uncle had told him that I was to be his main beneficiary.
No I haven't obtained a Will from Probate Registry. I received a final estate account letter (from the Accountant), and a total valuation given on all my Uncle's possessions (house contents, tools, fishing equipment, guns etc), was put at £2000.00 which was ridiculous.
Apologies for not replying sooner, we have been away a few days staying on our river boat and have not had any internet signal.
In answer to you question though, I did speak to the two executors about my concerns and unhappiness with how things were handled and I asked to see receipts from items that were sold but they told me they didn't legally have to show me anything and that I was being awkward and ungrateful.
Please accept me apologies for my silence, I was hoping to have a copy of the Will from probate before I got back to you but there are some sort of delays with probate getting the documents out in the post but I will keep you up to date with any developments etc.
In the meantime I hope you don't mind helping with another matter that concerns me in all this please?.
At the time of my Uncle's death he was having some internal alterations to his home carried out by a builder, this work was approximately 80 per cent finished. The builder was being paid when the work was finished so he was owed money. The builder did finish all the work and was paid by the accountant. I expected to see the invoice when the final accountants came through but there wasn't one. When I queried this I was told that there wasn't an invoice because the builder had been paid cash in the hand before the final accounts were done. This implies to me that money was taken from the bank account by use of my Uncle's bank card??. I do not feel this was a lawful way of paying the builder and would appreciate your comments please.
Are you able to confirm for me please if you can, whether or not the way the builder was paid was lawful?.