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Deceased estate accounts for residual beneficiary
I am one of two residual beneficiaries of a Will but not an executive. We have also both been left a valuable item each. I understand as a residual beneficiary I am entitled to a copy of the deceased estate accounts. Should these accounts show all the deceased assets at the time of death or just the residue please.
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Travelling with Mum's ashes
My mother passed away before Christmas and I'm planning to travel to Chile to return her ashes to the country of her birth (and mine as it happens). It will also be an opportunity for her family to have some kind of memorial (she has 3 siblings there). I checked with the airline website and it appears to indicate that it's…
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Natwest wont let me access my late mums money
Hi, my mother passed in December 18 following this went to bank with death certificate and froze the accounts and said now i had the death certificate i would be applying for Probate and arranging the funeral. Asked for balances on the accounts, list of DD's and any outstanding credit card amounts 1 was found i knew there…
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House deeds
I am new to the forum and hopefully have posted in the right section. My question is about house deeds which were thought lost but have now been found. My dad passed away in 2017, because my mum suffers dementia I got a letter of administration to transfer my dads money into my mums account, I asked about the deeds to mum…
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Executors account problem
Hi all, My father passed away recently and myself and my brother are the executors. Our problem is, I am coming towards the end of an iva and my brother completed an iva last year( a short iva settled by a lump sum). I bank with the co op and he banks with TSB. My brother also has a joint account with our late dad due to…
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Can specify where the inheritance goes subsequently?
I bought my house before I got married. I pay the mortgage. If something happens to me, I would want the house to go to my spouse, but I don't want my spouse to pass it to her side of the family in future. Or even lets say, my spouse get re-married, to go to a new partner. Also, what happens in the house is sold to buy one…
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Mum recently passed, starting DIY Probate - Help please
Hi all I am just about to start Probate following my Mum's recent passing. I am the Executor of her will. She has a property but not much else, any savings were used on her funeral. The property is worth approx. £350,00 and is left to myself and my sister. When Mum was alive she had a small interest only mortgage, when the…
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Assets
Hi I’m trying to fill in iht205 And confused about assets Are items such as cars, Narrowboat furniture joint assets ie 9.2 on form What about deceased Jewellery Is that deceased OWN assets section 11 or joint asset automatically passed to survivor
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Estate of rta victim.
I'm trying to help a friend whose son passed away today following a collision. The driver admitted fault as they didn't see his bike behind a car and pulled out. I'm going around first thing tomorrow and could do with some facts. My friend has no idea about insurance etc. and I've tried to do a lot of reading, but I'm…
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Forgot iht205
Hi everyone I was executor 2yrs ago for my mother My father inherited everything and it was all very simple to administer . No probate was required. No tax to pay However I now realise I should of sent a IHT205 to inland revenue. Can this be done now? Am I in trouble? Has my father “ lost “ the amount that could of been…
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Do we chose probate registry office to use?
Do we chose a probate registry district office to send to? Do we just chose nearest to us rather than nearest to deceased? Thanks in advance
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Easiest way to get a will sorted for dad.
[FONT="]Hi, was looking for some advice on wills and the easiest ways of obtaining one.[/FONT] [FONT="] [/FONT] [FONT="]My mum (dad’s wife) died July last year and i am an only child. My dad has said to me that he would want everything to go to me and he assumed it just would without a will. After my mum died…
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Secondary Beneficiary Issue for Will
Hi To keep things brief... * Mum has dementia * I'm her only family, so sole beneficiary * We'll be making her closest friends secondary beneficiaries in the event of my death * Appreciate doctor or solicitor signatory ideal due to dementia but dementia-related issues make this very difficult * Dementia UK have advised…
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Solvent Estate
There is more than ample debt cover when I sell my Father's house, but I would like to cash in PB's to spend on house before selling. Is this okay as I am not settling credit card debts first. House 350k debts 50k PB's 20k
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Fìnd a will service privacy
Hi, If I pay to download a copy of a relatives will online from the gov find a will service are the executors informed? Thanks in advance.
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Schedules for IHT400
Stupid question, but should I staple the separate schedules or do HMRC like it all unstapled...feels very unorganised sending all these separate forms in one big pile. Also if doing IHT400, can I apply for probate online? someone mentioned an IHT421 form?
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Will Beneficiary - Premium Bonds
My Father died last year, leaving his entire estate to my sisters and me. They are both executors, I am not (despite having sole responsibility for looking after him and managing all his affairs for the last 15 years, but that's another story). We all get along, and I wish to keep it that way. Probate is about to be…
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Is inheritance tax due?
Hi, My Nan passed away in January and my mum and her brother have inherited the house. I am trying to help with probate. The house has been valued at £800k. Is this right: My Nan's nil rate band (£325k) Her husband died in 1993 (transfer his £325k) My Nan's residential nil rate band (£125k) Her husband nil rate band…
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2 Administrators of estate?
Hi. The short of it is: Remaining parent died. No will. So the estate is intestate - meaning it should be shared 4 ways between the living siblings. One sibling applied and got the Grant of letter of Administration last summer. Since then they have gone completely AWOL - seemingly refusing to answer any correspondence from…
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Probate Needed?
My mother has recently passed away and my elderly dad has asked me to look into the issue of probate. I think their situation is/was very simple - married forever, no previous marriages, etc. They have wills (whether they were technically mirror wills, I'm not sure) but I'm told they were both set to pass on assets to the…