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TIC and probate
Hello all, can someone help me with a scenario. person A has an estate valued over the IHT threshold and is not married. If this person makes the house they live in as tenants in common with 2other family members and then dies does the whole of the estate go into the probate pot of person A or only the one third of the…
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Executor delays
Hi, I’ve posted about this before but can’t find my original post! Anyway, my FIL died in May 2018 and left the role of executor to a friend of his (she’s an accountant) rather then one/both of his adult children. She lives 50 miles away. FIL had remarried following the death of his first wife in 2002 (hubby’s mum) but…
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Should I be paid as an executor of a will
Hi there everyone. I was left as the only executor of my late ex mother-in-law’s will back in April this year. I did not have to have a grant of probate as there was no property, shares, etc, only money that once her bills, funeral/grave etc is all paid up will go to charity. Although everything was pretty straightforward…
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Early distribution
In the last few weeks of life our Dad asked that we, his daughters - both down as joint executors - arrange some monies to go to his long term carer and some other friends. We decided to do this by means of a deed of variation (DOV) rather than updating the will at that late stage. We now have probate and although the…
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Will and Executor issue
My mother passed away about 1 month ago and left all the contents of the house to her friend and 50/50 split on the house and any property (money)to me and the same friend. She granted her friend as the executor of the will Immediately things went bad, I was told by her friend on the Thursday that my mother had died. I…
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Distribution of estate
Thanks to those who have helped by answering my earlier queries. Dealing with the estate of a family friend. We have probate, but currently awaiting sale of a property. We have an executors account to hold funds. It is pointing out to me that the funds in the account are above the value that would be protected by fscs. I…
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Anyway to remove mortgage lender charge on property without probate?
The deceased owned an outstanding mortgage on the property I live in. I can pay the mortgage but the lender wont remove the charge on the property without probate stuff being done. I can't get probate done at the moment because of a caveat preventing me... long story... Anyone with experience in this? The will take my…
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At My Wits End
My mother passed away recently. She had no will, and according to what I have looked up the 'estate' (if you can even call it that) was so small that I didn't even need Probate or Letters of Administration. All she had was about £2,500 in her bank accounts, and life assurance policies which amounted to a total of about…
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Paying for funeral? A question.
Hi, I paid a large deposit for my mother funeral out of my own account. I still have third party access to my mother accounts, as I haven't yet had them frozen. I am able to pay the remaining amount directly out of her account. Would it be best that I now pay the whole bill totally or pay the remainder from my mothers…
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Issue With Potentially Unsigned Will
Hi All, bit of a long one My Nan recently passed away leaving two london properties and some shares. Initially we had trouble finding her will and but eventually discovered a receipt for a document wallet held at Barclays. My Aunt her only surviving child initially tried to get access to the document wallet and the bank…
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Solicitors stated as executors of the will
Hello, My father in law's will states the solicitor that drew up the will are to be the executors and trustees of the will. Does that mean that we can't do anything ourselves to save paying the solicitor's fees? The will is straight forward if that makes any difference. Thanks.
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Care home deferred payment
I hope I am in the right area the question is about my mum. She has dementia and at the moment in a hospital because they found her wandering the streets, she was assessed and I was told she could not go home although we already had all the care in place Carers and alarms and told social we thought it not safe. So we saw a…
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Trust tax difficulty
I am trying to work out how much tax my sister and I owe on a trust that was left to us by our grandmother. It is a complicated situation as there is no trust paperwork or tax returns. The trust was transferred to us after a lengthy legal battle. The aunt who eventually signed it over did not keep the records or settle the…
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Quick question on understanding language in a will
I have had some helpful advice recently regarding my grandmother's will - thank you! - and have what I hope is a final quick question. Quick recap - very simple estate, only one bank account, no property, no physical assets, no debt. Have heard from all relevant government departments and have only one bill left to pay,…
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HA & property clearance
No will was left and I am the next of kin. The Housing Association have told me they are going to charge me, am I legally responsible for this? I’m disabled and live 3 hours away so I can’t sort it myself. Thanks.
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Co executor of trust
Hi, hoping someone can help me with this... I did do a word search across the forum for applicable terms and got no comparable scenarios so just going to ask and hope. My mother died a few years ago and left a tidy little sum in a trust for my two sons for when they reach 21 which even for the eldest is still 8 years away.…
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Potential disagreement over inherited property
My mother recently passed away. She owns her own home outright and was the only name on the title deeds. We searched for a will and couldn’t find one so I instructed a solicitor to start the procedure for obtaining Letters of Administration (Scotland) with myself as the executor of her estate. He stated as there was no…
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Deceased ISA stock and shares selling rules
Hi guys, Just going through my father in law's IHT forms that the solicitor sent me. I realised that there is a stock and share ISA in there held with Aegon. I took one quick look at Aegon's charges and I know that I will be recommending my in law not to use them any longer... How they get away with such charges is beyond…
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Asset overvalued for IHT
What happens when an asset has been substantailly overvalued for IHT puposes and the IHT has already been paid to HMRC? e.g in Feb, The Executor, Mr Cat contacts a financial organisation (lets call them Geneva, not their real name) who held unit trusts for the deceased, to obtain value of assets at point of death. Geneva…
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Transfer of House Deeds
Hi all, I'm looking for some advice regarding transferring house deeds into my name. My Grandad passed away a few years ago without leaving a will, we are now living in the house that was 'his' as far as the deeds are concerned. I'm now looking to transfer the house into my name and am not sure where to start as online…
