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Gift or Loan
Hi community, My mother in law passed away recently and I am helping my father in law with various issues. When trying to get some advice from the solicitor dealing with it all, I was given a piece of advice I am not quite convinced I should follow. My mother in law gave my wife and my sister in law GBP 30k each as a loan…
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Will leaving inheritance to step-mum in first instance
Hi, I am wondering where I stand. My dad died last year and he had a will made up with his wife (my step-mum), leaving everything to her and then once they both die, their estate will be shared amoung all 5 children (3 on my dads side, 2 on step-mum's side). We live in Scotland and my siblings don't have a great…
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Rent Deposit Scheme - Deceased
Hi all, I have posted this in another forum and was directed over here. A bit of background first. My sisters long term partner and father to her son passed away a year ago. At the time they were separated. He stayed in the property which they had previously rented and she moved back home with another member of the family.…
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Getting money back
Hi This is quite difficult and and I don't know what to do. Basically I had £6k in my mums bank account for safe keeping, and unfortunately she passed away unexpectedly a couple of days ago. My sister and I are the executors of her will, and my son and my sisters 2 sons are the beneficiaries. I don't know if there is any…
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Heads spinning
My mother has just died, my 2 brothers lived with her, 1 is disabled, there is no mortgage. She has left the house to all 3 of us but stipulates if the house is sold my disabled brother is to have a home brought and the rest split between us, the brothers wish to stay in the house at present and I am happy with this. She…
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Hiding a will
Hello. I'm hoping this makes sense and someone maybe able to help. My wife's grandfather died recently, he lived in France with her mother and step father. He was very frail for a few years and they looked after him. When he died her mother claimed there was no will left despite it being talked about on a few occasions in…
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Will Search companies
Hi there, a friend passed away recently and his family can not find a will, although they are certain he had one. They have contacted known solicitors and have searched the house but to no avail. I have just googled "searching for missing will" and companies like Certainty have come up, but has anyone used these will…
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Late Sister's Debts
Hi. New to forums but contacting out of desperation 😣. My sister died in October 2017 and we are still sorting through the mess. We (myself and my 2nd solicitor, the 1st solicitor couldn't deal with the complications) uncovered debt collectors letters from credit card and overdraft arrears. I did the usual thing and put…
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Help Paying Funeral Director/Funeral expenses payment
Hello I'm needing some advice about paying my Dads funeral director. The funeral has to be paid in 28 days, I currently have £1,100 I can pay but I'm short of the rest and I'm unsure how the funeral director will react to this. Does anyone have any experience of dealing with funeral directors when you're short, do they put…
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Death in Service beneficiary
Can anyone help? I’ve been put down as a beneficiary for a death in service policy by my dear friend. He has split this between me and his daughter who is a minor. He is still legally married so his family believe this can be contested. There is no will and this isn’t part of an estate. I’m worried that this is going to be…
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House value on probate form if tenant in common
Hi everyone. Really hoping someone can help me. My dad recently passed away. He owned his house as a tenant in common with his two siblings. His third has now been divided up between me and my sisters. We're trying to fill out the probate form. Under house value, it says 'if solely owned or as tenant in common' which I'm…
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Splitting up
Hi, me and my wife are unfortunately splitting up. I would like to know, am I responsible for any of her debts on her PERSONAL bank accounts. Such as overdrafts, etc? Thanks.
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Mums house in a trust
Hi all, I was unsure where to place this post but hope someone here can provide clarity. My mum placed her small home ( say £100k) into a trust for me and my brothers & sister, she is 82yr old but in reasonable health so don't anticipate her going anywhere soon. She believes that in September 2019 ( 10 years anniversary of…
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How long should I keep probate records for.
Can anyone offer some advice on how long I should keep probate records for. ie for X number of years after probate granted or X number of years after estate had been wound up and proceeds distributed. Many Thanks
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Will not being returned after probate application
Hi All Following my uncle's passing a couple of months ago I've been helping my auntie get everything together needed to apply for probate. We're now ready to send everything away but one thing I'm unsure about is whether she needs to get an official certified copy of the will beforehand given that the original is kept for…
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Probate ten years after death-complicated
Hi all, Just looking for some advise, I’ve looked through the forum and can’t find anything similar. My husbands mother died ten years ago leaving a house she solely owned. Her partner and daughter continued living in the house and we assumed he had applied for probate. The daughters and partners relationship deteriorated…
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Gifts from Income - ISA income
Until the last year of his life my Dad never made a withdrawal from his S&S isa. Until a few years back he was transferring his full allowance into it. He regularly made gifts up to the 3k allowance and topped them up at year end with gifts from "excess income". A few thousands each to My sister and I generally. I am now…
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Probate certificate
Hi my sister has done probate for our mum to sell her house. This was issued last week. The solicitor dealing with the house sale has told my sister mums middle names are not on probate but are on house deeds. Will we have to go through probate again now? We are so stressed as we also have our dads asbestos death case and…
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siamesechris
MY Husband is joint executor with his sister. he is a lorry driver so rarely home in time to visit banks solicitors etc so sister was going to do it all. She now says she hates form filling and she isn't all that well anyway....and doesn't want to pay a solicitor as it should be a simple enough probate, just a flat to…
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Making a legacy payment to an unknown beneficiary
Hi, I am an executor of my fathers Will. I have probate and am now in the process of making some specific legacy payments. All of the beneficiaries in the Will are known to me, bar one. I need to make a £2,000 payment to, what may be best described, as an estranged distant family member, that lives 300 miles away who I do…
