I don't understand why the beneficiaries cannot receive their full or interim payments separately. It will be up to each individual to make their return by the 31st October.
Surely the default position is to give them what was bequeathed in the will?
I wouldn't have thought it was "normal" to check if someone wanted to accept or renounce.
The beneficiary may not be capable of communicating their needs due to the depression, but would almost certainly benefit from the inheritance.Probate was completed a few months ago and one of the beneficiaries is not engaging with the executor regarding their inheritance, ie whether to accept or disclaim their share. There is no malice involved, unfortunately the beneficiary suffers from depression, can't face things and is unlikely to attend to this matter in the short-term, even though the tax deadline is near. Can the other beneficiaries receive their inheritances from the cash balances?
My own willed share is within the Group B €30k threshold and I don't/won't have a CAT liability. However, if the other beneficiary was to disclaim, I would have a substantial liability, be late in making a return and end up paying a needless surcharge, which is what is annoying me.
I thought a disclaimer of inheritance had to be done before probate is completed. Maybe I am wrong.
How was probate form CA24 even completed without the beneficiary advising on any previous gifts?
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