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Discretionary Trust via a Deed of Variation by Siblings
We opened our late brother's will (after receiving advice from forum posters here, a big thank you). He named all of us siblings as the executors and equal beneficiaries of his estate, (our parents are with us, but very elderly). However, my siblings have now told me that, they want me to be the sole executor and…
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IHT forms
If you send in forms 400/421 when you don’t need to, will HMRC accept/use them or will you have to do form 205 instead? I think I maybe didn’t need to send in 400/421 after all so I’m now wondering what will happen to my probate application, which I sent off on the same day? (as HMRC stamp and send the 421 to probate) .I…
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Deceased Paying Bills what order from estate
Hi, My sister passed, did not leave any will, and a fair bit of debt ( under £10,000 everything including the funeral ) I am trying to deal with all the bits and pieces. She was in a rented accommodation, was in Hospital from March till she passed in June. Owes money from bank, rent, utilities etc. My Parents was able to…
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Estate Property
Hi I am administering a small (below IHT threshold) estate of a family member and there are insufficient cash balances to repay credit card debt. Can the credit card company force the sale of the estate property (flat with mortgage) in order to have their debt repaid? Thanks!
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Confused about what to do re dads estate
My Dad owned his house and had made a will leaving his estate etc to myself and my brother. My brother died last year, I contacted Dads solicitor and he confirmed that myself and my brother were executors. So now its just me the sole executor. Brothers half goes to his two children. There is issues in the family that…
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DIY Probate - help with understanding transfer of allowances
Mum died in 2010 and was a joint owner/tenant with my father. She left her 50% of the house to myself and my brother and Dad had a lifetime interest in the property (I think that's the term - able to live there until death or downsize). Mum's estate was just under £225,000 including her half of the property that was valued…
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IHT overwhelmed with forms
I’m really struggling with IHT435 and 436 concerning transferring NRB AND RNRB. Dad passed in Feb this year, mum in 2007 - it’s reads like they are expecting a valuation on the estate at her death in 2007, is this correct as I don’t understand how this value affects what the estate is worth now? Sorry if it’s a basic…
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Selling a house after probate settled
Hi, A year or so ago probate ended on a property myself and a sibling inherited. I paid my sibling for their share based on 3 local estate agents value. Over a year later I am possibly looking at selling, I have done some work on the property and its now been valued substantially more. My sibling says if I sell for more…
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Opening a will
I found my late brother's sealed will, in amongst his papers. He had no partner or children. Whilst i was caring for him (during his final illness) he spoke of leaving his estate to his siblings, but he never mentioned the written will. (i can only assume that he had forgotten). My question is, Can i open the will by…
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Refunds to deceased account when bank has frozen the account.
My mother lived in rented accommodation (housing association for elderly). She paid in advance each month and she died 2 days after the rent was paid so presume she will be due a refund (quite a large sum of money). She paid by direct debit but now that the bank has frozen the account will the refund be rejected and if it…
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Keeping first time buyer status?
Hi, I'm hoping someone can help with a question I have, I'm executor to my mums will which is quite straightforward, one property and some savings, with a set amount left to grandchildren and the rest left in equal shares between 5 adult children, myself being one of them, the other 4 have never owned a property before and…
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Inheriting half a property.
My partner has just inherited 50% of his Nan's house. The other half is held by her friend who she gifted it to. His Nan owned the house outright and this person did not invest in the property. It also appears that he paid none of the bills. There was a deed of gift and a severance of joint tenancy which made them tenants…
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Probate advice
My two sisters both passed away recently in April and May followed by my mother a few days later. How would the estate be divided if I am the only child remaining. One of of my sisters had children. Does the estate come directly to me or does the estate get divided by 2 or by 3. (one sister never married and never had…
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Tax on private pension left to spouse
Hi Guys My father died 3 years ago. Both parents were pensioners at the time (both over 65) and dad was in receipt of a private pension which he had contributed to all of his working life. On his death, 50% of his pension was passed to mum. However, HMRC then took 40% of it. So, with that 40% deduction, the amount she…
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Solicitor not producing original Will
I’ve tried to get my father’s original will from the solicitors but so far despite lots of phone calls and two aborted appointments I have had no success. The last time they tried to give me the original of an older Will until I pointed out there was a later one (thankfully my father gave me a copy immediately both times…
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Bank/Building Societies balance on date of death
My Father (now deceased) had accounts with Lloyd's Bank and Nationwide. On the morning of his death I transferred £5,000 from Nationwide into a joint account in Lloyd's so that I would have funds available for his cremation and funeral expenses. The funds cleared from Nationwide into Lloyd's whilst my father was alive,…
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Advice needed please
Hi everyone, hope you have been well. My mother unfortunately passed away in March 2020. She owned a property with my father as tenants in common. She was diagnosed with lung cancer in 2017 and went to a solicitor to change the tenancy from joint tenancy to tenants in common as she wanted to leave her 50% share of the…
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Grandmother's will
Unfortunately my father passed away last April leaving a will with a fixed amount to my Aunt (his sister) and the remainder split between myself and my sister, (or our children should either of us pre-decease him) with all 3 of us as executors. - no problems so far! Sadly we then lost my grandmother (Dad's mother) in…
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Probate office still not signed for
I sent a relatives will (probate done online) via royal mail signed for last Wednesday, as of today (Tuesday) there's no change in the tracking, are the Harlow probate office not signing for these or would there be another problem?
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Court of protection
Just a little background history. My mother in law was admitted to a care home October 2019 because of dementia and was a danger to herself roaming the streets at night in her dressing gown and nightie. See was questioned by numerous people of the medical profession and was certified as not being to make decisions for…
