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Deaths, Funerals & Probate Board Sticky
Relevant Forum threads you may find helpful: * Introduction to this board * Useful references * Guide discussion: Probate: How to do it yourself If you've spotted any other threads on this board which you think should be highlighted, please do let me know. Useful content from MoneySavingExpert.com: * Guide to probate *…
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Uncooperative Joint Executor
My husband's mother died last summer and left a straightforward will. Her three children were to inherit everything in equal shares. One child lives abroad and the other two (including my husband) are joint executors. My husband applied for and got probate very quickly, it was a small estate made up of some money in a bank…
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When does a gift happen for IHT purposes?
At what time does the 7year countdown for IHT liability start ticking. Cash gifted for property deposit. Yes estate is large enough for IHT to be payable. When the gifter verbally agrees to gift the cash? [obviously no formal proof] When the declaration of gift is signed? When contracts were exchanged on the property that…
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Who owns this property
My grandmother owned a £600,000 house. She passed intestate 8years ago. She had 6 children. The wills and probate service states that authorisation was granted to my uncle to be administrator of the estate. My father has sadly lost capacity. My mother has LPA for finances. I looked up the title register for my grandmas…
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IHT400 page 13. No will so do we apply probate or letters of administration
As above, helping my step sons with IHT400 on their late fathers estate. He didn’t leave a will, so on IHT400, Page 13. Box 121. The options are: are you applying for: probate confirmation letters of administration letters of administration will will annexed others (please specify) are we applying for probate, or letters…
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Just wondering. How long was it between the death and the funeral or cremation.
My father died earlier this year. He was in the funeral home for 6 weeks. Six whole weeks, we took the earliest date the crematorium in our town had an appointment for the service and cremation. Six weeks seems a long time to be in a fridge, and he was claustrophobic in life. When I lived in Ireland if you died one week,…
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Co-Executor Issues
There are 3 siblings who joint executors of our late Father's will. Our Father passed away in 2021; my brother who was the first appointee as Executor on the Will, asked myself to arrange the Grant of Probate which I did willingly at the time. My Father had left £40K (approx) in his bank account, which is now in my sole…
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Dad died with PCP, can they do this?
Hi all, my dad died a fortnight ago and he had a brand new car on PCP; the finance was through Santander consumer and it was just in his name. The settlement figure is £24,500 or so and my dad had paid 13 payments of around £364 out of a total of 48 due payments. My mother cannot afford to keep the car (she wasn’t happy he…
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Virgin Money delaying release of funds to executor
My late father held an ISA with Virgin Money. It is less than £15,000. He died last year and Probate was obtained and his estate administered. All that is, except for an ISA he held with Virgin Money. Upon notification of his death they called me (as Executor) for a telephone conversation and instructed me to send the…
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Executors not agreeing
What happens in the event if two executors are unable to agree on interpretation of part of will. there are only two executors. thank you
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Transfer of Nil rate IHT
Hi I am hoping for a bit of clarity regarding which forms I need to send to HMRC Situation is this, my dear dad passed away last July leaving all of his estate to my Mum in his will. Sadly my mum has now also passed away and I understand I can transfer the unused amount of dads nil rate band to mums estate. He used none of…
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"On trust for sale"
Can't remember if I've asked this before but anyway. 🫤 My Mum's Will states: My Executors shall hold the rest of my estate on trust for sale on the following terms: a. pay debts taxes & Executorship expenses. b. divide the residue into 2 equal shares & pay Daughter XX Daughter YY Does "on trust for sale" mean everything in…
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IHT435
If the estate (including property left to a child) is valued at £385,000 and so no inheritance tax is due, do I need to complete IHT400 and IHT435 or just IHT435?
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Will Trust Investments
I am a Trustee for my mother's Will Trust. The Trust states that my Dad is the sole beneficiary until his death and at that point, I and my two siblings inherit her estate. Up until a few months ago - Dad benefitted from living in the house. He has now had to move into a care home and I am selling the house. This means…
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C1 Scotland Inventory
I have done a Scottish C1 Confirmation submission but I'm encountering hurdles getting the format of the C1's inventory accurate and theres nothing online with which to compare. The Sheriff is knocking it back due to 'formatting' issues and HRMC, when questioned (given it's their form), tell me they can't help and I need…
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Solicitors not making inheritance payments until all beneficiaries return bank details? I
Is this normal practice? About 6 months ago I was made aware I’d be receiving inheritance from a relative who died without a will and was told things were close to completion with payments ready to be made essentially. Their probate was granted in Jan 2023 and I have a copy of this so have seen what their estate is worth…
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Beneficiaries liable for fees?
The probate company which administered my late family member's estate has recently informed me of PPI-related funds they've sourced and held since 2020. Without the co-executors' prior knowledge or consent, an external company was autocratically commissioned, culminating in the beneficiaries now being subjected to 20…
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HM Land Registry - Witness & Verification of ID - Forms AP1, AS1, ID1
Finding the HM Land Registry forms very difficult to understand , having to navigate to different links on HMRC website to figure out how to complete various sections of the forms AP1, AS1, ID1. These forms are for the transfer of my deceased father's property to my sister and it should be straightforward as no third party…
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Property value for estate purposes
Started off as a question about who owns my late grandparents property, which seems to have opened up new questions. When estimating the value of a property for IHT purposes, is it the value on day of death, date of grant of administration, date of probate being granted, or date of subsequent sale of inherited properties.?…
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Completing C1 form
I've been trying to sort out my late father's estate now for months but having problems submitting the C1 form to the local sheriff Court. Its a large estate but it only has 2 bank accounts, no property or shares. I'm the only person named in the will so how difficult can this process be? I've looked at as many examples as…
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DJP form for joint tenancy
Hello, my elderly Mum has recently passed away and ive had joint tenancy with her on our property since 2014. Mum has a will but i dont think i need to go through probate. My sister and i are executors on my Mum's will. So, will sending a death certificate suffice when filling in Q.4 on the form?