Donate to Remove ads

Got a credit card? use our Credit Card & Finance Calculators

Thanks to Wasron,jfgw,Rhyd6,eyeball08,Wondergirly, for Donating to support the site

Probate question...

A virtual pub for off topic, light hearted pub related banter and discussion. No trainers
Beerpig
Lemon Slice
Posts: 330
Joined: November 5th, 2016, 6:49 am
Has thanked: 114 times
Been thanked: 304 times

Probate question...

#374954

Postby Beerpig » January 8th, 2021, 8:17 pm

Can you assist me with this please?
A legal question has come up in the plot of my new novel and I am having a disagreement with a colleague about probate.

Here it is.
A leaves £100 to B.
B dies a week before A.
A then dies.
Does A's gift to B fail or does it go to B's estate?
A's will is silent on the matter.

staffordian
Lemon Quarter
Posts: 2300
Joined: November 4th, 2016, 4:20 pm
Has thanked: 1900 times
Been thanked: 870 times

Re: Probate question...

#374956

Postby staffordian » January 8th, 2021, 8:23 pm

IANAL, but believe if the potential beneficiary dies prior to the death of the testator, the bequest fails unless otherwise specified, such as specifying that it goes to his children.

The other slightly ambiguous case is if the recipient dies after the testator but before probate or distribution. In that case, I'm certain it is part of the estate of the beneficiary.

88V8
Lemon Half
Posts: 5843
Joined: November 4th, 2016, 11:22 am
Has thanked: 4199 times
Been thanked: 2603 times

Re: Probate question...

#374957

Postby 88V8 » January 8th, 2021, 8:23 pm

Falls back into A's estate.
B is not a legal entity such as a charity, and so has no afterlife.
I think.

But perhaps better on the legal board, even though it is fictitious.

My current will has a few specific legacies to persons who are no longer with us. Or at least, their atoms are no longer conglomerated.
Or is that agglomerated....

V8

JohnB
Lemon Quarter
Posts: 2509
Joined: January 15th, 2017, 9:20 am
Has thanked: 696 times
Been thanked: 1008 times

Re: Probate question...

#374958

Postby JohnB » January 8th, 2021, 8:25 pm

Gift fails, money remains in A's estate. https://www.tanfieldchambers.co.uk/2015 ... neficiary/

swill453
Lemon Half
Posts: 7991
Joined: November 4th, 2016, 6:11 pm
Has thanked: 991 times
Been thanked: 3659 times

Re: Probate question...

#374959

Postby swill453 » January 8th, 2021, 8:26 pm

I'd say it fails, and whoever drew up A's will was an idiot. Or meant it that way...

Scott.

Lootman
The full Lemon
Posts: 18947
Joined: November 4th, 2016, 3:58 pm
Has thanked: 636 times
Been thanked: 6683 times

Re: Probate question...

#374963

Postby Lootman » January 8th, 2021, 8:39 pm

swill453 wrote:I'd say it fails, and whoever drew up A's will was an idiot. Or meant it that way...

From the point of view of writing a credible novel, the assumption would have to be that omitting standard pre-deceasement clauses would be a deliberate attempt to disinherit the next of kin of the beneficiary.

Obvious example might be where you love your kid but hate his or her spouse.

PinkDalek
Lemon Half
Posts: 6139
Joined: November 4th, 2016, 1:12 pm
Has thanked: 1589 times
Been thanked: 1801 times

Re: Probate question...

#374984

Postby PinkDalek » January 8th, 2021, 10:31 pm

I’ve never seen pre decease clauses for pecuniary legacies, which normally would fall into residue. Certainly unlikely for £100.

88V8
Lemon Half
Posts: 5843
Joined: November 4th, 2016, 11:22 am
Has thanked: 4199 times
Been thanked: 2603 times

Re: Probate question...

#374986

Postby 88V8 » January 8th, 2021, 10:35 pm

PinkDalek wrote:....unlikely for £100.

Ahh, but when was the setting of this novel?

V8

PinkDalek
Lemon Half
Posts: 6139
Joined: November 4th, 2016, 1:12 pm
Has thanked: 1589 times
Been thanked: 1801 times

Re: Probate question...

#375006

Postby PinkDalek » January 9th, 2021, 12:32 am

88V8 wrote:
PinkDalek wrote:....unlikely for £100.

Ahh, but when was the setting of this novel?

V8


No mention of guineas!

UncleEbenezer
The full Lemon
Posts: 10815
Joined: November 4th, 2016, 8:17 pm
Has thanked: 1472 times
Been thanked: 3006 times

Re: Probate question...

#375014

Postby UncleEbenezer » January 9th, 2021, 3:58 am

PinkDalek wrote:No mention of guineas!

Of course not.

But if set in, say, biblical times, the hundred lire would make a substantial legacy.

scrumpyjack
Lemon Quarter
Posts: 4861
Joined: November 4th, 2016, 10:15 am
Has thanked: 616 times
Been thanked: 2706 times

Re: Probate question...

#375039

Postby scrumpyjack » January 9th, 2021, 9:36 am

88V8 wrote:
PinkDalek wrote:....unlikely for £100.

Ahh, but when was the setting of this novel?

V8


Quite. A friend of my parents bought 2 houses in Notting Hill just after the war for £200 each! Several million each now!

UncleEbenezer
The full Lemon
Posts: 10815
Joined: November 4th, 2016, 8:17 pm
Has thanked: 1472 times
Been thanked: 3006 times

Re: Probate question...

#375096

Postby UncleEbenezer » January 9th, 2021, 11:59 am

scrumpyjack wrote:Quite. A friend of my parents bought 2 houses in Notting Hill just after the war for £200 each! Several million each now!


Q: What's the difference between an Oligarch and an Aristocrat?
A: A couple of generations.

Your friend's family may be somewhere on the cusp.

scrumpyjack
Lemon Quarter
Posts: 4861
Joined: November 4th, 2016, 10:15 am
Has thanked: 616 times
Been thanked: 2706 times

Re: Probate question...

#375161

Postby scrumpyjack » January 9th, 2021, 2:01 pm

UncleEbenezer wrote:
scrumpyjack wrote:Quite. A friend of my parents bought 2 houses in Notting Hill just after the war for £200 each! Several million each now!


Q: What's the difference between an Oligarch and an Aristocrat?
A: A couple of generations.

Your friend's family may be somewhere on the cusp.


She was a teacher, long since dead

Leothebear
Lemon Quarter
Posts: 1461
Joined: November 4th, 2016, 1:18 pm
Has thanked: 219 times
Been thanked: 830 times

Re: Probate question...

#376073

Postby Leothebear » January 11th, 2021, 11:08 pm

Hang on - I thought you were the lawyer....


Return to “Beerpig's Snug”

Who is online

Users browsing this forum: No registered users and 39 guests