Deaths, funerals & probate

Archives for February 2017

Finally made a Will, but....
Hello I'm new to MSE Forums... My husband and I have finally made a Will using the Union (of which my husband has been a member of for 45 years) Free Will Service. We received a very basic questionnaire and completed it then waited almost 3 months for the Wills to arrive. Basically, I'm not 100% convinced they're what we…
Executor with mental probems
I am joint executor/beneficiary with my sister. I am willing to apply for probate and do all the executor duties, as I am already with death certificate, banks, funeral directors. The problem now is that my sister has vascular dementia and is in a care home and cannot do anything towards the executor duties. Her daughter…
IHT gifts.
My mother in law gave out some of her money to her children and grandchildren over past 7 years. She assured us that, because she was below the IHT threshold there would be no tax to pay. But I'm not so sure and I don't know if she took any advice. She isn't someone that I feel able to discuss her personal finances with.…
Time to grant with IHT to pay
Following on from the helpful advice I received on here last month we have submitted the inheritance tax account and schedules for my late father's estate to the Nottingham HMRC office. We have sent IHT423 to one of his banks for direct payment of the tax and applied for a grant of probate. We also sent them a surveyor…
Do I Need to Apply for Probate ?
Hello, I'm looking for some advice and guidance regarding probate. My father died earlier this month, he had two assets; his share of the family home (shared with my mother and mortgage free) and his share of the cash held in two joint bank accounts (again with my mother). I have had the house valued, and both assets when…
DIY Probate for this estate: Yes or No
My grandfather passed away last Saturday and I (his grandson) am executor along with a non-family member. The other executor is happy for me to lead on proceedings so I am now pulling everything together I need for probate. The forms look relatively easy (too easy) so I wanted to run the basics of the estate by the forum…
Grandfather's Will - please help
I'm having a bit of a panic and need some help. If you need any additional info please let me know and I will provide what I can. My grandfather passed away on Boxing Day. I had become more involved in my grandparent's financial affairs since last year, and have previously come on here for help when I discovered my…
Interpretation of my Mum's will
My Mum passed away almost 17 years ago. My sister and I where left a third between us and my Mum's partner the rest. The will also gives my Mum's partner a right to use the property for his lifetime. (Although the will doesn't state what share we are left, it is only my Mum's partner that has said it is a third, my Aunt,…
Inheritance
Right, 3 children A, B, and C, child A has 2 kids but then dies. Parents of A, B and C both die leaving no will, would I be correct in assuming that the 2 kids of A get a third share between them along with B and C?
Dad had shares what do we do?
Hi, just after some advice. My father passed at the end of Jan and were slowly working through his financial affairs with mum. We have found he has some united utilities shares that pay out a dividend twice a year into their joint account. Can we just transfer the shares to mums name? and the dividend will continue as…
Executors expenses, 10% charity bequest
I would be very grateful if anyone knows the definitive answer to...... The will states that 10% is to be given to charity which leads to use of the 36% IHT rate. In calculating the 10% how are non-funeral expenses handled? For example minor repairs to house and insurance before completion of sale, house clearance, press…
Nationwide - Grant of Representation
Hello, Recently my father passed away and I have been helping my mother to wrap up his affairs. It's been fairly straight forward as all he left was the house which was in both their names and a couple of bank accounts. One of these accounts is with Nationwide and after checking their website and doing some research I…
Potential dispute over car not mentioned in father's will
This is a ridiculous situation brought about by my irrational narcissistic mother. She has always been difficult, but has gotten worse since my father died. She does not drive, but is fairly active for her age, and lives about 5 miles from a little town. There is a bus on her doorstep, and she has friends who can give her…
Executor taking funds from estate without authoristion
Is there any recourse, if an executor who has been complained about by those who are the residuary estate owners/inheritees, uses the residuary estate funds to pay for their legal defence fees? How can we prevent him using our estate funds for this purpose? This executor was complained about by us to the Legal Ombudsman…
Consultation on future probate fees
The report on this has just been published. Interesting conclusions. Details here. [FONT=&quot]https://consult.justice.gov.uk/digital-communications/fee-proposals-for-grants-of-probate/.[/FONT]
Question re wills
Any advice with the following would be helpful. Person A had a will that left unmortgaged property and chattels to B and C and residue of estate to DE & F after funeral expenses and debts etc. Question arises as property sold for care and money added to pot prior to death but only a small proportion used for care (not…
IHT submission and letter of intent
In his will my dad left everything to my mother, so in theory the value of the estate for IHT purposes is £0 with the spousal exemption (and I've told her to spend the lot before she dies so I don't have to do this again...). However, he also left a letter of intent, asking her to make various small cash gifts to…
Beneficiary wanting to buy out other beneficiaries from inherited property
Hi, new to the forum, joined after seeing various posts on popular search engine about similar topic. Ok, I am an executor of a will fro my late uncle that left his propert to 12 beneficiaries all inheriting equal portions, I've each beneficiary inherits 1/12 of the estate both monetary and property. I have had the…
Trust fund
I am executor for my late brother's will. He has left everything to his 14 year old son for when he reaches 26. Do I go to a solicitor or a bank to set up the trust fund? Or maybe see a financial advisor? There should be around 75000 to invest.
Probate - Can rent be claimed from resident beneficiary living in house to be split?
Hi Everyone The scenario: Estate includes 1 property, value to be split between 2 of the beneficiaries. 1 of the beneficiaries who was also the executor of the will has lived there from 1971 to present day. His mother (their mother) passed away in 2011 but he didn't carry out any executor functions due to depression until…

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