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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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PA1P form (apply for “letters of administration with will annexed") regarding additional PA15 form
Hi... My husband passed away in November leaving a Will the executor named in the will (Natwest Bank) no longer wishes to carry out the duties. There are no other executors and I am the sole beneficiary. I now have to fill in a PA1P form (apply for “letters of administration with will annexed") to take control of the…
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Proceeds of will payout
Hopefully someone here can help out. My mother died at Christmas; I had power of attorney granted prior to her death, am the sole executor of the will and have grant of probate to sell her house (dad died 10 years ago). Mum's will names 3 beneficiaries, me and my brother and sister; all proceeds are to be split equally,…
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Deed of Variation - Executor signing
I am the Executor to my late mother's Estate. Mum left her house to her 4 children, I am one. I used a solicitor to obtained Probate on behalf of the Estate. There is no IHT due as mum had both the full Nil rate band and the Residence band. The house is in the process of being sold but it is not a done deal.2 of my…
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Beneficiary
Due to older generation moving on, I am now thinking about my situation and would be interested to know what will happen if a will only have the name of the Beneficiary and not their address and they do not live in the UK? They had previously declined to share their address (as I wanted send them a parcel and they were…
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Who clears a house after death
My neighbour recently passed away at home, she never left the house, never spoke to anyone and we very rarely saw her. Last weekend I noticed flies in her window, I knocked on the door but she wouldn’t have answered anyway. Called the police who came out and discovered her body in the bedroom, they think she had been there…
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Council Tax and a Legal minefield
I am after some help. I have no issue paying the bill if it’s due but this is a very odd situation. My Uncle died in 2007 and Aunt in 2021, the house was never transferred into my Aunts name. We have been to probate for my Aunts estate and all this came to light. We then had to go and seek further probate on Peter’s estate…
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Making a large gift and IHT implications?
I plan to leave my niece, £200K as a large gift while I'm still living.I'm aware of the 7-year taper relief rule affecting this should I die before 2032. Would this gift adversely affect me if I continued to make the £3K yearly tax-free gift allowance?... and would it leave me open to being taxed?
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Hope to Check IHT
Hi, hope that someone could help on my query. We are trying to be MSE after solicitor quoted £6k for probate, so DIY route. My Mother has died and we have confirmed savings of £183,222. (without any recent interest so could go up but would not assume to go over £200k) a bank a/c holding £11K (I KNOW!!!) and a house with…
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Contact IHT 400
Hi folks . I’m due to go on a trip to Nepal for several weeks in July . I’ve submitted IHT 400 and all the schedules - If there are any queries from HMRC , does anyone have any experience of how they contact you ? My sister is co executor but has no clue as to how the IHT works . Do they write or phone and is it only the…
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Trust and Estate Tax Return (SA900)
I am hoping that someone can advise me as to the circumstances in which it is necessary to complete SA900 relating to may late father in-laws estate. My understanding is that if non of the following criteria apply then it is not necessary and any tax due by the estate can be dealt with through "informal arrangements". 1.…
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Death of grandparent…
Hi, I have no idea if this is even the right place to post this. But really, really looking for some advice. Back in January my lovely nan died. My Grandad was her next of kin. So obviously everything was left to him (that was hers) they own their house together. We both attended the bank and closed one of her accounts…
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Gifting transferring money before death probate etc
So member of family had to reduce savings so transfered 40k into a joint bank account of daughters a couple years back questions on chats today were what to do when god bless her she goes with the cash best way naturally is to tell probate solicitor about it and send it across as part of the estate I presume they will…
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Grant of Confirmation - Form C4(S) for Corrective Inventory
Hi. After having successfully obtained Grant of Confirmation last year, we are now dealing with sale of deceased mothers house. But, solicitor has just advised the wrong title number cited on Grant of Confirmation issued relating to the property, and we will need to use Form C4(S) 2022 to have this amended! Our fault…
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C1 Confirmation help required
I am helping a friend with a C1 submission to Falkirk Sheriff Court. Confirmation is required by a bank. The estate is valued at circa £110,000, no heritable property. The court has rejected the initial C1. The deceased's home address was in the Strathclyde Sheriffdom and is shown in the Will. They passed away in the…
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Inheritence Tax on family home.
Hi, When a house is left solely to one's children in a will. I believe this can increase the threshold for IHT to £500,000 before incuring IHT. My question is this. If I left my 3 children 75% of my house that has an approximate value of £300k and left 25% to a friend. What effect would this have on the IHT threshold? Do…
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Clarification of wording in will / property trust
I'm seeking some clarification on the wording of a will (written in 1993) for which I am named as an executor, mainly regarding a property trust (not sure if this is called a life interest trust / IPDI Trust?). To clarify, these are mirrored wills of a married couple, both of whom are still living, where the other spouse…
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Inherited Property
Would anyone please be able to advise, general or legal please? My situation is : my parent has prepared his will, he is living everything 50/50 to my sibling and I, my sibling has lived with dad for nearly 18 years due to marriage breakdown, job losses, not looking for work as dad supplements him, he’s 60, I live in…
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Executors’ absolute and unfettered discretion
The names below are fictional. The figure of £x00,000 is a stated number. My mother passed away recently. She left a will, prepared in 2007. I, “MOORS MAN” am an executor and Trustee of her estate. My sister “JOSEPHINE JONES” is the only other executor and Trustee, who has decided to reserve powers. My father passed away…
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Deed of Variation - Stamp Duty certificate
I've finally managed to make some progress - other executor/beneficiary has finally agreed to a DoV which removes the Will Trust - horray! So their solicitor has drawn up a DoV which seems ok but going thru the IOV2 checklist under box 4 it asks " If the variation alters the destination of stocks, shares or marketable…
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C1 Confirmation please help a newbie
I have been trying to complete C1 confirmation on behalf of my late Mum, I have been assigned as the Executor after my Step Dad resigned as he is blind, grieving and elderly. I have already had one refusal from the courts and am desperate to get it correct before I resubmit. The first was sent by post but I am considering…
