to be a little more specific -
is the monies that was held in the joint account classed as part of the "intestacy" legally, as you have also mentioned that my mother has "legal entitlement" to this part of the monies? One seems to contradict the other.
If she chose not to pass any of the monies over would she be legally obliged to?
As my mother was her partners carer for many years in the earlier stages of dementia in her home without him contributing to board or lodgings (him possibly contributing to food bills only) plus whilst in care with the NHS being the main visitor/contact, virtually every other week would she be entitled to a share of the monies from the joint account legally if she chose and is there a way of calculating that proportion?
Whilst her partner was alive his siblings seemed quite happy for her and her family to deal with all matters as it made life easy for them but now wish to control all monetary issues.
Do we need a legal document to disclaim all or part of this joint monies she has inherited in respect of our possible future inheritance tax liabilities?
Regarding the joint monies she has inherited how or who does she pass it to for distributing, if it is not part of his estate as it passed to her can she entrust the brother to do this as the brother is reluctant to let this particular monies in question to go to probate as there are issues within his own family although he is not looking to benefit himself he would like to choose who received this. My mother would like his close friends children to be included but the brother is unhappy with this.