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What happens upon death of spouse?
Father in Law (92) is in hospital - he may get better, but may not.Mother in Law (88) is still coping reasonably.They still live independently in their (owned) rambling 4 bedroom house as long as 'we' do the shopping and ferrying for them.They have a will in place and we have both LPA's for them both.I *think* that 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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Grant of Confirmation
Hi, I’m trying to fill in the form for Grant of Confirmation for my dad’s estate (C1). I’m trying to do this on my own without a solicitor. I think I understand the main issues, it should be such a simple situation, but what exactly to put on the form is driving me crazy :mad:. Would be grateful if anyone could help.…
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4 years on and still no closure
Hi a very long and upsetting matter, but I will attempt to explain in short and ask my question. Also when I say mum, this is in fact mother in law. Mum and her partner purchased a flat from local council many years ago. Council then carried out essential repairs, and as part of purchase agreement, owners were required to…
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C1 Confirmation without Estate
A pension company has contacted us saying a Lump Sum Death Benefit may be available on behalf of my late father. They have stated they require Confirmation for this process to be completed. They have said the sum is at the discretion of the Trustee and should not be viewed as part of my late fathers estate. With this being…
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Do i need to apply for probate?
My elderly Mum died in her carehome on sunday aged 91. She has savings in the Halifax, one fixed rate isa (1 yr) with £17500 in it, a current account with £930 in it and an instant saver with £950 in it . She also has about 696 Halifax shares with equiniti that arent worth a lot at the moment. I looked after Mum for three…
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Will Beneficiary
My father passed away last September, I lost contact with my father a few years ago, I have purchased a copy of his will from the gov webiste and I am listed as a beneficiary, I have contacted the company whom did the will to say I lost contact and have moved a few times, but not getting a reply. Do I need to just wait to…
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2 years since death of both parents and wills have not even been submitted for probate = Despair !
Ill try to condense 2 years+ and open this up for anyone that might have something they can suggest. Dad died Jun 21 - Mum died Feb 22. They were together 65+ years. Dad left money and property which went to Mum along with beneficiary splits between 4 siblings 49% 49% 1% 1% (I was a 1%). As Mum lived after Dad she…
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Form INT 411. Shares schedule
My dad used Hargreaves Lansdown and Barclay smart investor. on form INT411 do I list every single item on the list like Whitbread vodaphone etc. or do I just write, Barclays Smart investor 3000, total.
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Executor Accounts & HMRC
While administering my late father's estate I found it difficult to set up special executor accounts and was told it wasn't necessary. I did set up an account with NS&I in my name and called it "Executor Account" in to which I transferred my father's NS&I accounts as they were closed. This account has subsequently accrued…
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Obtaining confirmation of death in Scotland without a will
I am trying to complete the admin required for conformation of death in Scotland without a will. I am at the stage where I need to apply for a bond of caution however, the insurance companies have told me that I have to do this through a solicitor and cannot apply for it myself. This is an unnecessary cost. Does anyone…
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Winding Up Estate and Accounts
Finally moving to apply for a probate for my mother's estate. She was the last surviving parent. Will was pretty much leave some money to a couple of charities and grandkids (oldest is 14) and residual to myself and my sister. She and I are the only kids and both exec though she has no interest in being one and I've…
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Who does rent belong to when one Tenant in Common Dies
Hello all I have surfed the internet for answers on this but unable to find what I am looking for so hoping some one here may know. Tenants in common. 1 owns 40% the other owns 60% Owner of 60% dies and leaves their 60% share of property to beneficiaries (direct relatives). Will states that the 40% owner can remain in…
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iht400 forms
Morning, I’ve sent off the the iht400 forms and the associated schedules. Fingers crossed I don’t have to wait more than 20days to get the reply back. I couldn’t get on with trilling the online form in, so I've filled them in manually with black pen-will it make any difference to the timescales does anyone think? I will…
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Listed stocks and shares INT 411
Form INT 411 has two pages. Page 1. List here any UK government securities that the deceased held. For example, Treasury Stock, Exchequer Stock, War Loan and any other stock held on the Bank of England register. Also include any municipal securities, mortgages, debentures and stock held in countries, cities and towns,…
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Solicitor cannot locate original will
My mum appointment solicitors executors 10 years ago, I have a photo copy of the signed will that solicitors gave her and I would assume that given they are executors they would have kept the original This is what she always told me. The solicitor was taken over a year or so ago and now the new company cant find any…
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Estate left to sister in Will - ISA and allowance
My uncle passed away back in February. We've gone through probate and are expecting the grant any day now. There is no property involved and savings under £55k - £22k of the savings is in an ISA. Will my mum as executor (and only beneficiary) need to open an ISA to receive the £22k that's in the ISA currently and will she…
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making a will
Hi all. Having spent over a week in hospital with a nasty water works problem, I was asked by my sister yesterday if I have made a will. (blunt and too the point.) I do not currently have a will in place, and its something up to this point that I've not thought about. so can I ask for any suggestions on making a straight…
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Property sale, inheritance tax
Can someone please advise on the following situation? Parents are married. Parent 1 dies and everything is left to Parent 2 (house and savings) so the 500k inheritance for Parent 1 is unused and can be added on to Parent 2. Parent 2 then sells the house and goes into rented. When Parent 2 dies can the 1M allowance still be…
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Some questions about where to declare random payments
Good evening all. Feeling a bit poo at the moment filling out iht forms. Just some quick questions - where would i declare the following please : 1. Overpayment of a private pension (NHS), several payments were made after my father passed (needs to be repaid once probate is granted). I thought this was sorted through Tell…