Helpful tips

How are paternal uncles and aunts entitled to inheritance?

How are paternal uncles and aunts entitled to inheritance?

Some among them inherit to the exclusion of some others, while others among them inherit jointly. If there exist paternal uncles and aunts and there are no maternal uncles and aunts with them, then a single paternal uncle or aunt is entitled to the entire estate irrespective of whether he or she is a full, an agnate, or a uterine uncle or aunt.

Which is closer a paternal uncle or a maternal uncle?

To sum up, a full or an agnate paternal uncle is exactly like a full brother, or an agnate brother in the absence of a full brother. The nearer ‘paternal uncle’ will supersede the distant one; hence the decedent’s paternal uncle supersedes his father’s paternal uncle, and the father’s paternal uncle supersedes the grandfather’s paternal uncle.

When did Anne take inheritance from her grandmother?

Anne took an inheritance of €30,000 from her grandmother in 2005. In 2008 she took a gift of €40,000 from her aunt. Both of these benefits fall within Group B above, therefore they are aggregated. As the first benefit of €30,000 was below the Group B threshold, no tax applied.

What should I do if my brother inherits my Mother’s House?

If your brother were to go to the expense of going to court, it would be wise to use a solicitor yourselves who would be able to advise on how to formalise the verbal agreement you had with your mother about her wishes for your other brother to use the property as his home after her death.

Can a niece or nephew inherit from an aunt or uncle?

If your aunt or uncle did not have a will, then you will inherit only if you are “the closest living relative” – only if your aunt or uncle died with no living spouse, descendants (children, grandchildren, great-grandchildren etc.) and parents.

How does a paternal uncle inherit from his mother?

A full paternal uncle inherits jointly with the daughter and the mother, because the two inherit as sharers and he as a result of ta’sib, and when a residuary inherits jointly with a sharer, the sharer takes his share and what remains of the estate goes to the residuary.

Who is the executor of an aunt or uncle’s estate?

If you are the closest living relative (your aunt or uncle does not have a living spouse, descendants or parents) or you are named as the executor in your aunt or uncle’s will, then you can be named the executor or administrator of their estate. Can I inherit from my aunt or uncle if they were not married and the children are not theirs?

Who are the children of an aunt or uncle?

Children are presumed to be biological children if they were born during the marriage or have your aunt or uncle’s name on their birth certificate. Adopted children of your aunt or uncle are considered their children. Step-children or foster children are not considered their children.