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Deaths, funerals & probate

Archives for August 2015

Tracking assets etc of a deceased
Hi all, I would appreciate any information on an organisation that can trace all assets belonging to my wife's father. Sadly, there is no will and the widower left all the finances to her late husband. There is no mortgage and the house is in joint names so we are ok with the house. However, my mother In law was told by…
What's the best way to leave money to your childrenchildren?
What's the best way to leave money to your childrenchildren? Is it a good idea to start a trust? Excuse the mobile web bugs
Solicitor was ready to send inheritance to beneficences a month ago. Still hasn't.
Hello, was wondering if anyone could comments on this. I won't go into details about who what or where as it'd become too long winded. To keep it simple basically the person that died (back in January) made a solicitor the executor to the will and I'm one of the beneficiaries. My Aunt (daughter of the deceased) has been…
Assent & then separateTransfer or just a direct Assent needed?
Widowed parent dies and leaves house to the only 2 children of the (sole) marriage (A+B). The property is registered and in the sole name of deceased with no mortgage. Both beneficiaries (they are adults) are also named as the only executors. One party (B) reserves executor powers for practical reasons. A completes Probate…
Car finance
My father took a car on finance on August 19th 2015; sadly he passed away on August 22nd only having driven the car once,; he also paid a cash deposit. My mother is the sole executor of his will, and the car finance is the only sole asset he has. The car dealer will not do anything and have passed us to the finance…
Confirmation (Probate) - some questions about the inventory of the deceased's estate.
Hello all, I've offered to help a family friend deal with their application for confirmation (the Scottish equivalent of probate) and was wondering if someone could help me with a few questions which I have. My main question is about the inventory of the deceased's estate therefore I'm sure those who live in England and…
Help with credit card debt
Hello, I need a bit of info on a credit card debt. My father passed away in January, he had a £9000 credit card debt with Natwest which goes back around 7 years, the only assets he had at all are 2 small life insurance policies which will cover the debts but will leave very little in inheritence after all is paid. I…
Pre paid funeral advice please
My wife and I would like to pre pay for our funerals to save our children the expense etc.. (We hope not too soon) we are both 'humanists' does anyone have any advice please as to cost, best services, contacts etc? Thank you.
IHT Payment Advice
My mother died three months ago, some four years after my father’s death. My sister and I are joint executors, and there are multiple beneficiaries including diverse family members and charities. My mother’s estate is complex, comprising of assets that largely cannot be realised until probate is granted. They comprise:* A…
Teachers' AVCs death benefit
Apologies if this is in the wrong place... (it didn't seem appropriate for the probate section - at least, not yet:eek:) I note with interest that the most recent literature from the Prudential, who provide teachers' AVCs, now includes a note about the funds paid out on death, should they not have been cashed or otherwise…
House sale pushes estate over IHT threshold.
We had our mums property valued for probate & used it to work out if we were liable for IHT. Probate was applied for & given. We are now about to market the property and it is expected to sell for £20K more than the first valuation. It was done by 3 different estate agents who gave the same figure. There has been only two…
Barrister in London to contest Will?
Does any one know of a good barrister in London who deals with wills? My mother changed her will the day before her death of terminal cancer, and I believe she was unduly influenced by my 2 sisters, and I want to contest the will. Any suggestions would be grateful, thanks
Executor of a Will.
Hi I am looking for a bit of advice for my parents. My Aunt has passed away she has left a Will to which my dad is the executor. There is no property involved only money. There is about £13.000 which is to be split between myself and my parents. My Aunts bank have given my dad a cheque in his name. My parents are both…
Joint Bank Accounts and Death
About a year ago my Mother asked my sister to help manage her bank accounts and they became joint holders. Unfortunately my Mum passed away this week, my sister has informed the bank and arranged for the accounts to be transferred to my Dad. Two accounts have been transferred but a savings account with £18,000 has been…
Estate asset ?
Situation: Step dad passed away. My mother survives him as do his three children and myself and my brother. Step dads Will states that his estate be divided equally into four shares, i.e. His wife (my mother), and his three children. ...and everyone seemed happy with that. BUT, eight months down the line since his passing…
Using a trust to avoid inheritance tax - Oops
http://www.dailymail.co.uk/news/article-3207501/Barred-stately-home-children-gave-fortune-600m-trust-fund-kids-French-villa-sale.html Seems even the super rich can get it wrong sometimes.
Declaration of trust advice
Hi I'm not sure this is correct forum, but the situation has arisen due to MiL passing away, so hope it's ok to post. Her will was to leave everything to her 2 children, but SiL informed us on day MiL died :undecided that the house had been been put into SiL name secretly previous year and a small mortgage secured by SiL…
Probate
Hi, please can someone help me? If I want to make a claim against a family member who is withholding inheritance money can I issue a ccj? We have documents from the high court of justice probate registry and more showing that this person was entitled to this money once they reached 18, they are over this age but the legal…
DWP Requesting Money
I have recently dealt with the estate of a deceased family member. Thankfully everything was in one account so was simple to sort out. Probate was granted and documentation sent to the DWP for them to check. After a month they sent me a letter saying everything was fine and that the funds could be distributed. Now almost 3…
Probate and inheritance tax query
Hi, my father died in 2009 and my mother died a few days ago :( I have a couple of questions re probate. My mother left a will and I am now the sole executor. If a precise amount of money is left to me in the will, can I deduct that money from the estate when finalising probate? Or as I'm inheriting virtually everything…

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Deaths, funerals & probate

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