# INHERITANCE DISPUTE MEDIATION REQUEST
Date: 19 April 2033
Parties: Amelia Ford and Lucas Ford, beneficiaries of the estate of Margaret Ford
## 1. Purpose and parties
I, Amelia Ford of 9 Hawthorn Close, Bath BA2 5RJ, ask the parties to appoint an independent mediator concerning the estate of my mother Margaret Ford, who died on 7 February 2033. Lucas Ford of 16 Priory Street, Bath BA1 2AN is the other beneficiary and proposed executor; I make this request without alleging dishonesty or incapacity.
## 2. Facts, scope and terms
The signed will dated 4 June 2029 leaves the residuary estate equally to Lucas and me, but clause 5 refers to a £20,000 advance to Lucas as 'to be brought into account'. Lucas says it was a loan repaid before death; I say the wording requires it to be taken into account. The dispute is about interpretation and accounting, not ownership of the funeral flowers or personal letters.
## 3. Process and responsibilities
The provisional estate schedule shows bank accounts of £64,000, investments of £96,000 and a car valued at £10,000, against a mortgage and other liabilities estimated at £30,000. The net provisional residue is £140,000 before administration costs and tax. If £20,000 is brought into account, the arithmetic should be agreed rather than assuming it automatically creates a cash payment: each equal share of £140,000 is £70,000, subject to the final figures.
## 4. Evidence, records and safeguards
I propose a half-day remote mediation after both sides exchange the will, estate accounts, the alleged loan agreement, bank evidence and relevant correspondence by 5 May. The mediator should explain the process and remain neutral; each participant may receive legal advice and authority to settle. Mediation is voluntary unless a later written agreement or court direction makes a term binding.
## 5. Review, escalation and outcome
Until resolution, Lucas should preserve estate records, keep estate money separate and make no distribution of the disputed residue except agreed expenses. We should jointly instruct an independent valuer if the car value matters and obtain updated bank and liability figures. Confidential mediation communications should not be used as evidence of admissions except as the law or a signed settlement permits.
## 6. Reservations and practical protections
Please confirm participation by 26 April and propose three mediator dates. If settlement is reached, the parties should record the precise sum, payment date, treatment of costs and any release in a signed agreement, and obtain probate advice about implementation. If mediation fails, neither side loses the right to seek directions or other relief from the appropriate court.
## 7. England and Wales law and completion
This completed fictional request is dated 19 April 2033 and concerns the administration of an England and Wales estate. It is not a probate claim, a valuation, or an admission about the £20,000. I reserve limitation, disclosure and costs positions, will communicate respectfully, and understand that a mediator cannot decide the dispute or provide legal advice.