If a person who receives any property by a will or trust that is not specifically left to another is designated as a beneficiary, then the in-law is not a beneficiary; she is not mentioned in the will. Her spouse was mentioned in the will & received a cash legacy, but the request has not come through him. Several days ago they accessed the will and wrote to me asking what had become of the estate? The will quite clearly identifies me as receiving the balance of the estate, after all due expenses have been met, which is now the case. The couple then claimed that there had been certain verbal 'agreements' over the distribution of the estate, going back several years to when my father was alive. I had never heard of any such family discussions or at least, I was not party to them. When my father passed away he had left a clear list for my mother of things to do, forms to fill in, and letters to write. We together followed this list to the last full stop, and it helped us a great deal. But there were no references to any 'agreements', only my father's will, which was fairly straightforward. My mother's will was also uncomplicated, clear, and had been drawn up by a local solicitor. My mother passed away suddenly and unexpectedly, otherwise I am sure she would have posted a copy of her will to the relatives, but there was just not the time, we were so busy after my father passed away, there was so much to do around the property.
So I'm wondering how to proceed. Surely these 'agreements' should have been addressed on the sad occasion of my father's passing several years ago? It's only now since my mother died that these mysterious family discussions - of which I have been unaware till now - have surfaced, and together with them requests for figure work. Of course all the IHT figures are with HMRC, presumably they are publicly accessible? There was no request for figures from my late mother who was my father's executor, so there is no family precedent for such requests. But if the IHT details are publicly available I would much rather my relatives received copies from original documents if at all possible. The administration of the will has been long and arduous, I'd rather draw a line under it now, and get on with my life coming to terms with my sad loss.