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Subject:
LAW? Question for Tutuzdad-ga
Category: Miscellaneous Asked by: jenniblake-ga List Price: $15.00 |
Posted:
24 Mar 2004 19:39 PST
Expires: 23 Apr 2004 20:39 PDT Question ID: 320241 |
My question actually does not refer to divorce proceedings, but to inheritance: Is it true, under British law, that when a couple have been married for 25 years, their separate assets automatically become joint? In her will, my mother has left her separately owned house to my stepfather as a life estate, that is, he can live in the house for the duration of his life, should she die first. My mother and my father owned the house; five years after my father died, my mother remarried -- an "old-age" marriage. Upon my stepfather's death, the property becomes mine, according to the terms of the will. My mother is still alive, but mentally incompetent and living in a nursing home. My step-sister is assuring me that my mother's house is now owned by my stepfather even though my mother never put it into his name and still owns it outright. So my question is, does my stepfather now automatically enjoy joint ownership of my mother's house by virtue of their 25-year marriage? Thank you, Jennifer |
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Subject:
Re: LAW? Question for Tutuzdad-ga
Answered By: tutuzdad-ga on 25 Mar 2004 08:32 PST Rated: |
Dear jenniblake-ga; Thank you for allowing me an opportunity to answer your interesting question. The answer depends on when your mother made out her will or when she last reviewed it or changed it. In the United Kingdom marriage invalidates any will made before marriage. So if your mother made out her will prior to marrying your stepfather and made you her sole beneficiary, you have a serious problem with your claim to sole ownership of the home following your mother?s death regardless of what she may have stipulated in her will. WILLS AND PROBATE http://www.lawontheweb.co.uk/basics/wills.htm For all intents and purposes, if your mother made out her will prior to her marriage to your stepfather, she has no valid will. Should she die, she will die ?intestate?, or without a testament or will. The UK laws pertaining to intestate succession are explained here: http://www.lawontheweb.co.uk/basics/wills.htm#Dying%20without%20leaving%20a%20Will%20(intestate)%20-%20Who%20gets%20what? Generally speaking, if your mother dies, and her estate is worth less than £125,000 then her legal spouse gets everything. If your mother?s estate is worth more than £125,000 then her spouse would get £125,000 and a life interest (ie the right to take interest on the remainder, but not the capital itself) in half of anything over this sum. You (and your siblings, if any) would get half the sum over £125,000 immediately and be entitled to the other half on the death of your mother?s spouse. Should you die before this happens then your children would be legally entitled to inherit your share in the same manner. This document will give you an idea of who is who in intestate succession. Contrary to what your stepsister has claimed, note that the term ?children? applies to biological and adopted children but NOT step children: http://www.autumngoldadvice.co.uk/pdfs/IntestateSuccession5.pdf Now, assuming your mother DID make a legal will some time after her marriage to your stepfather, or modified an existing will thus making it legal after the fact, the property distribution will follow the direction of your mother?s will. If the will leaves little or nothing to your stepfather, he CAN claim legal rights to part of the estate but how successful he will be will depend entirely on the court?s opinion. On the other hand, assuming your mother, in her will, left the house to your stepfather, YOU would become the ?step child? and have no more of a legal claim to the estate of the stepfather on his death than your stepsister now has to your mother?s estate unless your stepfather specifically makes those provisions for you in HIS will. That is to say that given this scenario, your stepfather would indeed inherit a large portion of your mother?s estate but his biological children would receive nothing ? until HIS death, at which time you would be in the same position they were in at the time your mother died. At any rate, while your stepfather COULD theoretically challenge the will and effectively gain control of a portion of your mother?s estate through other means, your stepsister?s assertion that property acquired by your mother prior to her marriage to your stepfather somehow automatically becomes common or jointly owned property after a prescribed period of time is erroneous and has no legal basis in fact. I hope you find that my research exceeds your expectations. If you have any questions about my research please post a clarification request prior to rating the answer. Otherwise I welcome your rating and your final comments and I look forward to working with you again in the near future. Thank you for bringing your question to us. Best regards; Tutuzdad-ga ? Google Answers Researcher INFORMATION SOURCES Defined above SEARCH STRATEGY SEARCH ENGINE USED: Google ://www.google.com SEARCH TERMS USED: WILLS PROBATE PROPERTY INTESTATE SUCCESSION LAW UK ENGLAND |
jenniblake-ga
rated this answer:
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Dear Tutuzdad, Thank you so much for all your help and for the links that will help me with further research. This is general info that I was unable to dig out on my own and that my solicitor in England wanted to charge me a truly exhorbitant amount for. (Sometimes the old joke about lawyers and sharks seems to have a true basis in fact!!). Again, thank you for your time and effort. I appreciate it. Sincerely, Jennifer |
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Subject:
Re: LAW? Question for Tutuzdad-ga
From: hlabadie-ga on 24 Mar 2004 20:58 PST |
There are two separate legal points. 1) According to the Family Law Act 1996, a spouse with no beneficial interest in a matrimonial home has "matrimonial rights" to occupy the house during the continuance of the marriage, but these rights terminate at the death of the spouse who had the beneficial right. 2) In this case, the will would confer the right to occupy the house upon the surviving spouse after death of the spouse who had the beneficial right, but the will also transfers ownership to a second person named as beneficiary. In short, your stepfather has the right to occupy the home, but has no ownership rights. Family Law Act 1996 http://www.hmso.gov.uk/acts/acts1996/e1996027.htm#30. " (8) Even though a spouse's matrimonial home rights are a charge on an estate or interest in the dwelling-house, those rights are brought to an end by- (a) the death of the other spouse, or" http://www.insolvency.gov.uk/pubsscheme/technical/techmanvol1/Ch25-36/Chapter33/part4/part_4.htm hlabadie-ga |
Subject:
Re: LAW? Question for Tutuzdad-ga
From: probonopublico-ga on 25 Mar 2004 00:13 PST |
Jennifer As tutuzdad said, your step-sister is probably wrong. If your mother has left a VALID will and validity is important ... Was she mentally competent at the time, etc. and do you know where the original is kept? (I know of a case where the deceased left a will but nobody could find it!) If your mother has not left a valid will (and it's probably too late now if she's mentally incompetent) then the rules of intestacy will apply in which case your stepfather will be entitled to a large chunk of the estate. I hope, for your sake, that your mother was properly advised when she executed her will. Start checking the paperwork! Good luck! |
Subject:
Re: LAW? Question for Tutuzdad-ga
From: probonopublico-ga on 25 Mar 2004 08:45 PST |
My sincere apologies ... I confused hlabadie with tutuzdad. Will I ever be forgiven? (Grovel, grovel.) |
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