inheritance
#16
The beneficiary who is prepared to "give away" his legal inheritance is very much alive. Clearly the deceased wanted the original beneficiary to have the money or he would not have been left it to him.
It can have tax implications if the beneficiary is tax resident in Spain as it is the individual beneficiary who is liable for tax which is not the case in the UK.
It can have tax implications if the beneficiary is tax resident in Spain as it is the individual beneficiary who is liable for tax which is not the case in the UK.
#17
Forum Regular



Joined: Mar 2011
Posts: 138









There is a thing in Spanish law where one party cannot block the sale. The sale can be forced and the law is satisfied as long as the difficult beneficiary gets their due (and pays their tax!)
You definitely need to get info on this from a lawyer.
You definitely need to get info on this from a lawyer.
#19
The beneficiary who is prepared to "give away" his legal inheritance is very much alive. Clearly the deceased wanted the original beneficiary to have the money or he would not have been left it to him.
It can have tax implications if the beneficiary is tax resident in Spain as it is the individual beneficiary who is liable for tax which is not the case in the UK.
It can have tax implications if the beneficiary is tax resident in Spain as it is the individual beneficiary who is liable for tax which is not the case in the UK.
If someone dies leaving the estate to just two of three children. Then the will can be changed to include the third - irrespective of what the deceased wanted.
This is currently happening to a friend of mine who's father recently passed away in UK.
Can anyone please put this more simply for me as I may be misunderstanding the situation.
#20
I think you've missed the point. It's not the beneficiary who's will is being changed.
If someone dies leaving the estate to just two of three children. Then the will can be changed to include the third - irrespective of what the deceased wanted.
This is currently happening to a friend of mine who's father recently passed away in UK.
Can anyone please put this more simply for me as I may be misunderstanding the situation.
If someone dies leaving the estate to just two of three children. Then the will can be changed to include the third - irrespective of what the deceased wanted.
This is currently happening to a friend of mine who's father recently passed away in UK.
Can anyone please put this more simply for me as I may be misunderstanding the situation.
To be honest this appears to have little to do with wills and more to do with a co owner of a property refusing to sell.
#21
Thread Starter
Just Joined
Joined: Mar 2016
Posts: 14

The fourth child is wanting his share of inheritance (money) which he is entitled but he
wont sign the form for his inheritance. I cant sell the property until my husbands name is taken off the deeds. He is just being awkward and letting his brothers wait until he's ready
wont sign the form for his inheritance. I cant sell the property until my husbands name is taken off the deeds. He is just being awkward and letting his brothers wait until he's ready
#22
Lost in BE Cyberspace










Joined: Feb 2008
Posts: 6,172











Maybe if he has to start paying his share of non residency tax, share of maintainance and ongoing running costs etc pro rata for his share that may focus him to a sensible view of the situation. If he is a co owner then he should be legally bound to pay his fare share? I know you say he won't respond to solicitors etc but if things are correctly served on him then ignoring them does not absolve him of his due responsibilities . I would speak to your solicitor and see if you can get anywhere taking this route?
#23
Hi my late husband left his share of the apt we have in Tenerife to the four children Three of the children have waiver there inheritance to me but the fourth is wanting his share. My solicitor has sent letters but he is just ignoring them. The thing is I have a buyer for the apt but I can't sell until my son signs so I can take my late husbands name of the deeds.does anyone know if this could be overruled by a lawyer. The people wanting the apt will only wait until May.
I, as executor for my parent, was able to reregister a property into my name with the addendum "as executor for ........(deceased)". I was then able to sell the property and divide the proceeds among the beneficiaries according to the will (even though the will itself only named the asset and did not say that the value of the asset should be divided - poor drafting by whoever drew up the will). You obviously need to consult a lawyer or accountant to ensure that you don't end up with any IHT or CGT liability by doing this, of course.
#25
Thread Starter
Just Joined
Joined: Mar 2016
Posts: 14

Hi bobd22
MikeJ
He has already had a letter from solicitor saying he will have to pay his share of the bills but that didn't do any good (bobd22)
That is what i'm trying to do is sell the property (MikeJ)
MikeJ
He has already had a letter from solicitor saying he will have to pay his share of the bills but that didn't do any good (bobd22)
That is what i'm trying to do is sell the property (MikeJ)
#26
BE Forum Addict







Joined: Apr 2010
Posts: 2,143
From: London (mainly)/Oliva











There was a mistake in drafting the will (it was drafted by a solicitor!) that excluded his wife from benefiting from the estate.
The beneficiaries (3) recognised this and had the will changed to reflect the true intent of the will.
A beneficiary can also pass the benefit of there share of a will with a deed of change. It is often used to miss a generation to reduce future IHT.
#27
I would suggest the simplest / quickest and perhaps the only(?) way out of this situation is to buy his share from him. If you don't have / can't raise £6500, he may accept a legally binding contract to accept the cash on completion of the sale?
#28
Thread Starter
Just Joined
Joined: Mar 2016
Posts: 14

Hi missile
This has been tried, I think everything has been tried, that was why I wondered if a Spanish lawyer could overrule this and give him the money he was entitled to after the sale. I even offered to sign an agreement for him to receive the entitlement. Iv'e tried talking to his solicitor but he won't speak to me, and as iv'e said before he doesn't reply to my solicitors letters
This has been tried, I think everything has been tried, that was why I wondered if a Spanish lawyer could overrule this and give him the money he was entitled to after the sale. I even offered to sign an agreement for him to receive the entitlement. Iv'e tried talking to his solicitor but he won't speak to me, and as iv'e said before he doesn't reply to my solicitors letters
#29
It seems he doesn't like you ......... You can pick your friends, but not your family?
#30
Thread Starter
Just Joined
Joined: Mar 2016
Posts: 14

He doesn't like any of the family missile. He didn't go to his dads funeral but he will have his money.



