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Brother living in inherited house, banning sibling from visiting, probate

(95 Posts)
Gudrun Wed 19-Apr-23 12:13:28

Hi...

My father died last year, left his house (no mortgage) equally between his 3 offspring , with my sister 43 and brother 32 as executors. My brother has never left the family home, and has I think only worked maybe 3 years in his life, when he was around 20...has never studied, volunteered or travelled. Not sure what he does with his life actually... nothing criminal, not an alcoholic, etc....just a bit of a loner. He also was not my Dad´s carer as my Dad was very healthy and able up until his death.

Thing is, my Dad left a little note, signed by himself ( not as part of his will) stating that my brother can ´stay in the house, rent free, only paying household bills, for as long as he wants´!!

My sister & I are pretty sure throughout his life, he barely contributed anything for rent to my Dad, or to cover bills...so of course he is taking full advantage of this continued rent free situation ( lovely, 3 bed semi, with a garage and garden) , and banned us from the home since 3 weeks after the funeral. He calls it ´his home!´

A solicitor has already said the note is not legally valid, but my sister and I decided to honour Dad´s wishes for a ´while´, ideally 1 year, to give our brother time to find his direction & find his own , 1st home, something not so difficult, as we are set to inherit around 100 thousand each from Dad´s house.

He also started a legal case against my sister, stating he cannot complete probate, as she lied about not owing Dad any money. (not true) The brother has spent almost 1 year now, searching around Dad´s rather muddled financial receipts, looking for any scrap of paper that may suggest any loans took place, even going back to 2004!.... He seems to hold some kind of vendetta against my sister, as she often tried to gently bring up when visiting, his lack of ambition, travel, work, even volunteering....and also not paying rent.

The younger brother states that attempting to visit him , in his home would be seen as ´harrassment & intimidation`!!

I can honestly say that Dad would be weeping, to see how things are, not even 1 year after his passing!

My sister has a husband , both working full time, and 2 children, just starting Uni.

I live in a small, rented place, have always worked too, often 2 jobs, and travel a lot.

For us both, this amount of money could make a massive difference in our lives, but we are equally frustrated and at a loss of what to do, without destroying what relationship we may have still, or being seen as vultures.

Plus, I don´t know how he handles real life, and stress, etc...but he seems to be happily prolonging everything for the sake of it, with the solicitor case against my sister, etc.

The main and deeply upsetting thing is what my brother has become....and that we can´t visit my late Dad´s home, for memories and to handle our grieving processes...
When I write sweetly to him, or send gifts, he mainly just ignores me.
Does anyone have any ideas how to progress? Thanks!!!!

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Gudrun
Subject:
Brother living in inherited house, banning sibling from visiting, probate
Message:
Hi...

My father died last year, left his house (no mortgage) equally between his 3 offspring , with my sister 43 and brother 32 as executors. My brother has never left the family home, and has I think only worked maybe 3 years in his life, when he was around 20...has never studied, volunteered or travelled. Not sure what he does with his life actually... nothing criminal, not an alcoholic, etc....just a bit of a loner. He also was not my Dad´s carer as my Dad was very healthy and able up until his death.

Thing is, my Dad left a little note, signed by himself ( not as part of his will) stating that my brother can ´stay in the house, rent free, only paying household bills, for as long as he wants´!!

My sister & I are pretty sure throughout his life, he barely contributed anything for rent to my Dad, or to cover bills...so of course he is taking full advantage of this continued rent free situation ( lovely, 3 bed semi, with a garage and garden) , and banned us from the home since 3 weeks after the funeral. He calls it ´his home!´

A solicitor has already said the note is not legally valid, but my sister and I decided to honour Dad´s wishes for a ´while´, ideally 1 year, to give our brother time to find his direction & find his own , 1st home, something not so difficult, as we are set to inherit around 100 thousand each from Dad´s house.

He also started a legal case against my sister, stating he cannot complete probate, as she lied about not owing Dad any money. (not true) The brother has spent almost 1 year now, searching around Dad´s rather muddled financial receipts, looking for any scrap of paper that may suggest any loans took place, even going back to 2004!.... He seems to hold some kind of vendetta against my sister, as she often tried to gently bring up when visiting, his lack of ambition, travel, work, even volunteering....and also not paying rent.

The younger brother states that attempting to visit him , in his home would be seen as ´harrassment & intimidation`!!

I can honestly say that Dad would be weeping, to see how things are, not even 1 year after his passing!

My sister has a husband , both working full time, and 2 children, just starting Uni.

I live in a small, rented place, have always worked too, often 2 jobs, and travel a lot.

For us both, this amount of money could make a massive difference in our lives, but we are equally frustrated and at a loss of what to do, without destroying what relationship we may have still, or being seen as vultures.

Plus, I don´t know how he handles real life, and stress, etc...but he seems to be happily prolonging everything for the sake of it, with the solicitor case against my sister, etc.

The main and deeply upsetting thing is what my brother has become....and that we can´t visit my late Dad´s home, for memories and to handle our grieving processes...
When I write sweetly to him, or send gifts, he mainly just ignores me.
Does anyone have any ideas how to progress? Thanks!!!!

Driventodrink Wed 19-Apr-23 12:33:29

Wow so complexed. Does your solicitor have any direction for you. You should gather as much info and go and speak to a legal body. Good luck.

aggie Wed 19-Apr-23 12:39:55

Get on to the solicitor

Germanshepherdsmum Wed 19-Apr-23 12:41:13

You really need to ask a solicitor to sort this out for you. I’m sure people will be along with all sorts of opinions, but as a retired solicitor I can see that you need professional help.

Luckygirl3 Wed 19-Apr-23 12:49:31

Is the legacy to you all dependent on the sale of the property in which your brother is living or is it savings?

Blondiescot Wed 19-Apr-23 12:58:10

Germanshepherdsmum

You really need to ask a solicitor to sort this out for you. I’m sure people will be along with all sorts of opinions, but as a retired solicitor I can see that you need professional help.

Totally agree. There's really little point in anyone on here trying to advise you - you need to get professional legal advice as this could turn into a real minefield.

Madgran77 Wed 19-Apr-23 12:58:15

Are you even sure that it was your dad who wrote that note? Could it be written by your brother?

Norah Wed 19-Apr-23 13:00:22

Solicitor.

Dickens Wed 19-Apr-23 13:57:24

So basically unless brother moves out of his own free will - you've had it! And from what you've told us - it doesn't look like he has any intention of doing that, so giving him time to sort himself out will achieve nothing.

Germanshepherdsmum is right - you need to see a solicitor to sort this out. The sooner, the better.

How on earth does he support himself if he doesn't work?

M0nica Wed 19-Apr-23 15:56:40

Legal advice is the only way forward. Speak to the solicitor handling the estate.

Just one thought, your description of your brother sounds as if he could possibly be neurally diverse, Has he ever been assessed for autism or any other personality disorder, or does he have a learning difficulty? These problems are not always obvious, especially in adults.

I am not trying to do any diagnosis here. It is just that his pattern of life and behaviour do seem to have similarities with people with these problems. I would mention this to your solicitor as well, as it could affect how the problem you have is dealt with.

Germanshepherdsmum Wed 19-Apr-23 16:10:14

I would advise seeing an independent solicitor if one has already been appointed to obtain probate - which isn’t clear. As the brother is one of the executors a solicitor already appointed to deal with the estate would have a conflict.

HousePlantQueen Wed 19-Apr-23 17:53:05

Definately see a solicitor experienced in probate matters. It is a pity though, because between your brother on one side, and you and your sister on another, a lot of your late Father's estate will go on legal fees.

Germanshepherdsmum Wed 19-Apr-23 17:56:53

Indeed.

Katie59 Wed 19-Apr-23 18:23:34

I’m sorry, but as your father actually wrote down his wishes, that is what will happen, assuming the note is genuine, it is the executors duty. Your father might have had a wife where it is common for life interest to be left, but it could be anyone. Even a well founded verbal promise can be valid, be careful challenging a will it will be very costly.

If the total estate is more than the threshold inheritance tax may be due, you and your descendants will have a share of the house when your brother leaves, he can leave his share to whoever he wants.

Germanshepherdsmum Wed 19-Apr-23 18:35:53

katie, I assume you’re not a qualified lawyer. I am, albeit retired. The note is not binding. I suggest you refrain from giving advice and leave the OP to take advice from a practising solicitor specialising in these matters.

3nanny6 Wed 19-Apr-23 18:46:24

If your sister is one of the executors then her and your brother need to work together to carry out your late fathers wishes which are in the will. The three of you are in the Will and it says the proceeds of the house are to be shared out equally between you all which means that the house will be put up for sale so you can all receive your share. As far as the piece of paper saying that your brother can stay in the house for as long as he wants all sounds dubious as your brother knows you are all set to get some inheritance so he needs to move out. Get legal help urgently.
How sad when things like this happen in families there is always one that wants more than they are entitled to some people just get too greedy.

Dickens Wed 19-Apr-23 19:22:23

HousePlantQueen

Definately see a solicitor experienced in probate matters. It is a pity though, because between your brother on one side, and you and your sister on another, a lot of your late Father's estate will go on legal fees.

Jarndyce v Jarndyce. sad

Wyllow3 Wed 19-Apr-23 19:34:33

M0nica

Legal advice is the only way forward. Speak to the solicitor handling the estate.

Just one thought, your description of your brother sounds as if he could possibly be neurally diverse, Has he ever been assessed for autism or any other personality disorder, or does he have a learning difficulty? These problems are not always obvious, especially in adults.

I am not trying to do any diagnosis here. It is just that his pattern of life and behaviour do seem to have similarities with people with these problems. I would mention this to your solicitor as well, as it could affect how the problem you have is dealt with.

My thoughts too, M0nica, personal knowledge of someone like that, and yes tell solicitor.

Unless Dad left him some money, I can't see how he can possibly afford to live there in the long term. You can't keep property up on benefits..

Katie59 Wed 19-Apr-23 19:35:24

Germanshepherdsmum

*katie*, I assume you’re not a qualified lawyer. I am, albeit retired. The note is not binding. I suggest you refrain from giving advice and leave the OP to take advice from a practising solicitor specialising in these matters.

GSM

In that case as a solicitor would you like to explain why “Estoppel” would not apply in this case, a clear written promise has been made. ( assuming the note is genuine)

Blondiescot Wed 19-Apr-23 20:03:46

As it's not stated in the post where the OP is based, I don't see how anyone on here can give accurate advice. The laws on inheritance are different here in Scotland compared to those in England, for example.

Norah Wed 19-Apr-23 20:15:51

HousePlantQueen

Definately see a solicitor experienced in probate matters. It is a pity though, because between your brother on one side, and you and your sister on another, a lot of your late Father's estate will go on legal fees.

Unkind.

Solicitors provide a valuable service. Evidently needed in this instance. Don't put anyone off of hiring a solicitor because of your view of fees.

Germanshepherdsmum Wed 19-Apr-23 20:17:40

Katie, the doctrine of estoppel is not relevant here. If you understood it you would know that. I don’t intend to get into a debate about it. I won’t post further on this thread, having advised OP what to do. I would further advise her not to rely on comments made by people who are not qualified lawyers.

Sassanach512 Wed 19-Apr-23 20:28:12

Well said GSM - the OP she needs to go to a professional who can advise her properly

HousePlantQueen Wed 19-Apr-23 21:52:11

Norah. Where in my post was I unkind? I don't understand your comment. I recommended using a suitably experienced solicitor.

Norah Wed 19-Apr-23 22:28:16

HousePlantQueen

Norah. Where in my post was I unkind? I don't understand your comment. I recommended using a suitably experienced solicitor.

Perhaps I misunderstood.

You posted "a lot of your late Father's estate will go on legal fees."

I don't that's kind at all.

Solicitors deserve every fee they earn sorting other people's issues, and who are we to judge what is a lot?

My brother works his solicitor socks off, calling fees high is unfair, to me.