- October 5, 2023
- Posted by: legaleseblogger
- Category: Related News
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Title: The Complex Situation Regarding My Grandmother’s Inheritance and the Role of AI Legalese Decoder
Introduction
In the aftermath of my grandmother’s recent passing, the division of her house has become a contentious issue. While I was left with a 50% share, the other 50% was bequeathed by my late grandfather to my mother and aunt several years ago. However, my aunt, seemingly driven by spite over her disinheritance, is now obstructing the sale of the house. Though her actions may seem irrational from a financial standpoint, this is the predicament at hand.
My Aunt’s Limited Communication and Unexpected Reaction
Throughout this ordeal, my aunt has exhibited a reluctance to engage in meaningful communication, responding only with brief requests while ignoring any inquiries directed towards her. Surprisingly, she directed an impassioned rant towards the estate agent, mistakenly attributing their role in placing room-only tenants in the house to support my grandmother’s at-home care package. These tenants were enlisted as a result of my aunt’s discontinuation of dedicated payments from a family trust fund to the care company.
Attempted Resolutions and Unfulfilled Offers
The tenants, who are still temporarily residing in the house until it is sold, prompted us to offer my aunt a share in the profits generated from the tenancy. We provided her with the tenancy agreements and a comprehensive spreadsheet detailing the financial aspects of the property since my grandmother’s demise. However, my aunt has now requested the same spreadsheet from the beginning of the tenancy, ostensibly aiming to claim her share of the rental income during the period when her financial contribution facilitated my grandmother’s care package.
The Influence of the Declaration of Trust
It is important to note that my aunt’s name has been included in the title deeds since 2017, following a declaration of trust made by my grandmother. This declaration stated that my grandmother, who was previously a tenant in common with my deceased grandfather, would hold the property on trust as follows: 50% for my mother and aunt in their capacity as trustees of the Flexible Life Interest Trust outlined in the late XXXXXX’s will, and the remaining 50% for my grandmother.
The Question of Backdated Rent Entitlement
Given this intricate legal framework, the question arises as to whether my aunt is legally entitled to a retrospective portion of the rent earned during my grandmother’s lifetime. This clarification is essential to establish a fair and equitable resolution to the current situation. Nevertheless, it is worth mentioning that we have already extended an offer for my aunt to receive a quarter share of the proceeds generated from the tenancy since my grandmother’s passing.
The Role of AI Legalese Decoder in Addressing Legal Gray Areas
In navigating the complex web of legal terminology and implications surrounding this case, utilizing an AI Legalese Decoder could provide invaluable assistance. This AI-powered tool allows for the interpretation and simplification of convoluted legal jargon, thus enhancing our understanding of the legal intricacies at hand. By utilizing AI Legalese Decoder, we can ensure a more informed legal approach, offering greater clarity and transparency throughout the resolution process.
Conclusion
The inheritance dispute triggered by my grandmother’s passing has placed significant strain on the sale of her house. While my aunt’s motives may appear irrational, it is crucial to objectively address the legal rights and entitlements of all parties involved. By seeking the assistance of an AI Legalese Decoder, we can better comprehend the intricate legal aspects, striving for a fair and satisfactory resolution that respects the wishes of all beneficiaries.
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How AI Legalese Decoder Can Help Simplify Legal Jargon
Introduction:
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Explaining Legal Jargon:
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The AI Legalese Decoder is an innovative tool that utilizes artificial intelligence to transform legal terminology into simple and easy-to-understand language. By applying natural language processing algorithms, the AI analyzes the complex legal jargon, breaks it down into its fundamental parts, and translates it into plain English. With its advanced machine learning capabilities, the AI Legalese Decoder can recognize patterns in legal language to identify common phrases, contextual usage, and specific legal implications.
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Conclusion:
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****** just grabbed a
Get a solicitor. There are too many variables for reddit to help.
>Her name has been on the title deeds since 2017
Are you sure about that?
Stop offering your aunt things she is not entitled to, and get a solicitor to handle this on your behalf. They can apply for a court order to force the sale of the house if necessary. Your aunt will have no recourse to legally block it, unless she wants to buy you and your mother out beforehand. And please do that via a solicitor too.
Your aunt had no right to pre-dated income from the tenancy since she was not the legal owner of the property but the trustee.
Please get a Solicitor
This seems like a complex situation. One issue is the nature of the tenancies provided. Are these purporting to be actual leases, or a lodger arrangement? Was your aunt aware that these tenancies were issued?
I do think this seems too complex for Reddit. But just to add, if your main concern is her blocking of the sale, you (and other co-owners) can apply for an order for sale via the courts. You should speak to a solicitor in any case.
Speaking from UK tax and trust knowledge, if your grandma had a life interest in your grandfather’s half share of the property, they your grandma would have been entitled to all of the income from the house. Your aunt and mother would have no entitlement until after her death.
Post death, your mother and aunt, together with your grandma’s executor(s) would hold the property for the three of you (in 1/4, 1/4, 1/2 shares) until it is sold.
This is effectively a bare true and the income belongs to the three of you (after expenses relating to the house).
We used to have something here called a settled land act trust where the trustees had no input into the property and the life tenant called the shots, so I am not even sure that she is entitled to know what the income was pre- your grandma’s death.
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Edit: sorry thought for some reason you were in the USA, despite you saying you’re here.
Firstly you want to look at the family trust fund. In terms of the trust, was your aunt justified in stopping the care payments from the fund.
Have the trusts been registered – see below.
ÔÇÿFor non-taxable trusts created on or before 6 October 2020 the registration deadline was 1 September 2022. For non-taxable trusts created after 6 October 2020, the deadline was 90 days from it being created or 1 September 2022, whichever was later.ÔÇÖ
[Source](https://www.litrg.org.uk/tax-guides/savers-property-owners-and-other-tax-issues/introduction-trusts/do-i-need-register-my#:~:text=For%20non%2Dtaxable%20trusts%20created,September%202022%2C%20whichever%20was%20later)
Contact a solicitor that specialises in Trusts and see what they say. Stop all communications with your Aunt (it sounds like sheÔÇÖs on a fishing expedition) and route everything via the solicitor.
Probably depends on what was agreed at the time. Do you have any evidence around this? She can’t just randomly decide years after the fact that she wants paying if she was happy at the time. If you don’t have any evidence she could make things difficult but I guess she would also have to provide evidence that she is entitled to this by form of agreement. This could get messy so getting creative (paying her off) might be worth it, but don’t admit that you owe her for that period (explicitly state the opposite).
There’s some fundamentally wrong advice in this thread. But it’s written in a confident sounding way so people have upvoted it
We need the whole trust deed and details of the other assets. Just get a lawyer.
Sounds a nightmare, and very likely going to take some time to sort.
have a family friend going through a similar issue (house split 3 ways), and itÔÇÖs now been 4 years and still not been able to sell it due to one of them refusing.
A drawn out legal battle is the only way they are getting it sorted.
***edit – for the numpties that don’t understand the Inheritance Act in the UK, follow the link and learn something https://www.chadwicklawrence.co.uk/legal-news/adult-child-wins-an-inheritance-claim-against-parents-estate/ ***
In the UK it is very difficult for parents to disinherited their children, they have a legal duty to suport them. That said, they can award a smaller amount with a justification letter, or forgive a loan instead of giving money/assets.
If this was not stated in the will, then you will likely have to give her some money, so get a lawyer sharpish.
The splitting of the rent argument I have little experience with unfortunately.
Saw your post the other day, hope you are doing okay buddy.
Has anyone advised you to get a solicitor yet?
Listen to them.