Overdue legacy

Submitted by Forum_Admin on 28 July, 2005 - 14:08.

Smee & Ford advise that a lady has keft us £1,000 of net estate valued at £69,000. Executor appears to be family member who has obtained probate without involving solicitor. Some twelve months after grant of probate we wrote letter enquiring when we might receive settlement; four months later no answer has been received. Not ahuge legacy but we don't want to ignore it. What can we do next?

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RE: Overdue legacy

Thank you Peter. I have two cases fitting this profile and have written as you suggested.

RE: Overdue legacy

You've possibly been too patient. I would send a recorded delivery request for the legacy including a copy of the original notification and your first polite enquiry, enclosing a stamped addressed envelope for the reply. Anything short of a cheque or reasonable promise of payment could then be followed a a "in sadness not anger" reluctant threat of legal action. The Executor has a duty in law once probate had been obtained to pay out all expenses and bequests. He/she might simply have lost your address or overlooked payment!

Good luck.

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