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Money taken
My mother passed away last September and after going through her bank statements I've discovered that a considerable amount has been taken from her account over quite a long period My Mum suffered from many different things which meant that she was house bound for many years and so had authorised her partner to have a…
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Stocks and Shares Finding Services - Opinions
Hi there, just looking for people's opinions on the companies that you contact to get a list of stocks and shares that my MIL had prior to her death. We appointed a solicitor to do this and the company they used have come back with a very different list to what we thought she had. There are lots of missing companies where…
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Missing relatives and will
Hello all you lovely people. I've got a couple of questions that I'm hoping you can help me with. I will phone up and ask for advice, but would appreciate your thoughts My dad died recently in his 90s. A copy of his will was sent to the court of protection when registering as a deputy. However, after house moves etc, the…
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Contesting A Self Appointed Executor.
I have very little knowledge of the probate system, so i am seeking a little bit of advise. My father died suddenly in January, leaving my sister and i as joint beneficiaries in his will, a will which does not have a named executor ! The issue i have is a very difficult relationship with my sister coupled with the fact I…
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Will in Trust
my late father left his 3 children his house in Trust for our stepmother who has the right to live there until she dies. She's buying another house and is moving out. Does that automatically mean she has walked away from her interest in the trust or does she have to sign it away legally? If she doesn't sign it away is she…
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Iht205
Hi, As a beneficiary of a Will can I ask for and legally expect to obtain a copy of the IHT205 which has been submitted, and when does this form need to have been submitted to the HMRC in order to establish inheritance tax requirements. The reason I ask is that I want to be sure the estates valuation is accurate as I fear…
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stepdaughter won't make a will.
My step daughter will not make a will even though I have tried to convince her how important it is. She is a middle aged woman with 2 grown up children, she owns her own home. She assumes her children will inherit automatically. However she has now remarried .I am not sure now if her husband will inherit or will he and her…
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So many questions!
I lost my mum at the weekend; I reported my concern for her welfare when I hadn't received my usual daily call from her. The police broke in and found her on the sofa. She had already passed away, and the case has been referred to the Coroner, whose office I'm waiting to hear from with regard to certifying her death. Mum…
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How long after probate settled can debtors claim?
My mother passed away some time ago, at which time I believed I had advised all utilities and also placed a newspaper advert informing the same. Im now being chased for outstanding electricity costs - the company claims it was not made aware of her passing. Probate has long been settled, so I wondered how long after…
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Outstanding mortgage after death
Hi all we recently downsized but had a small mortgage to purchase the new house. If we died with this small amount outstanding would the lender seize the full house value or would our children pay the outstanding amount from our estate? Asking the question to try and work out if we should use savings to pay it off.
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Land Registry Form DJP
Please can you tell me if the executor needs to complete this form. Joint owner has passed away. Half share of property is left in trust for 3 daughters with life interest for trustee who is executor / spouse. Should the property be registered in the name of the surviving owner as half owner/ half trustee ? Thanks
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Complex Probate Case
Hi Guys My mother died 18 years ago but we haven't sorted out her estate yet. I would like some advice on how I can find a very experienced and excellent probate lawyer.
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Debts after death
I have several loans and credit cards which are all solely in my name. If I should die who will be responsible for paying the remaining balances? I'm worried my parents will get hounded for repayments. Also, my mom lent me the money to use as the deposit for my flat in which I have now lived for over a decade. Is there any…
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Probate/Tax Advice on 2nd Property
My wife's grandparents transferred the deeds of their house over to my mother-in-law approximately 12 years ago shortly before they passed away. This was not put through Probate. Now my mother-in-law has transferred the deeds of the house over to my wife last year as she is ill and now in a care home. The house doesn't…
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Dependency act claim on estate query
Brief description of my query: My DFiL passed in August last year. His will was written very clearly, in that all money - up to iht limit- was split equally between my DH and his sister. Any residual estate went to his wife. His wife has the right to live in their house for the rest of her life and then the house is split…
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Advice on how to divide house contents?
Hi just wondering if anyone had any advice on how best to divide the house contents of a childhood home between 4 sibblings. Nothing has been sorted yet - I was hoping for some hints and tips to avoid upsets and to keep things fair. tia sparkie
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Will with potential problems
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Tell Us Once - Car Registration
My brother and I have just registered our Mum's death, and have been given the the details for the Tell Us Once service which we plan to use. When it comes to the DVLA they will cancel her licence, and also unregister her as the keeper of any vehicles. Is it just a case of nominating one of us to be the new registered…
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First time going through probate - please help
Hello all My mum has recently inherited the estate from her aunt, who she had been caring for. According to the will, she inherits the estate (essentially a house, quite run down), minus some cash legacies to other people, the solicitor fees and the funeral costs. The total cost to pay out is around £50k. Probate has just…
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Scotland - which form for HMRC if no Confirmation
My dad, resident in Scotland, died in January. He left everything to Mum. The house passes to Mum by virtue of survivorship clause and the only other assets were a car and 3 bank a/cs and approx £15,000 premium bonds, total value of the moveable estate of approx £41,000. There will be no IHT due. We rang Sherrifs Court to…