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timeframe
Morning all, What is considered reasonable time to sort out an estate? There isn’t any property involved but just to complicate matters a bit, my sister is claiming there wasn’t a will, despite my mum always saying she had one. Thanks.
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prisioner inheritance
I have an uncle that is currently in prison for a hideous crime, I'm the executor of a will and he is a beneficiary. None of the family including me, want anything to do with him. I will carry out my duties as executor but...How does he get the money and items? If I put the items left to him in storage? Who would pay for…
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Closing deceased’s accounts
Sorry for so many questions. Mum had 4 separate savings accounts with one particular bank and 2 separate savings accounts with another bank. Of these 6 accounts some had less than £25k but adding each banks total she had more than £50k in each bank. Do the banks look at the total funds held with them or just the individual…
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Tenants in common
Hi, I was hoping to get some clarity on a query about my parents property (that they live in) which is owned outright as tenants in common. My parents both have Wills in place that state that in the event of their death, all assets will pass to the surviving spouse. My question is, will a grant of probate be required for…
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Selling my Nan’s house
My Nan is 101 yrs old and hasn’t lived in her own home for the last couple of years. My mum and uncle have been taking care of her. Two weeks at one and the two weeks at the others. She owns a home which is not near to either my mum or uncle. They are considering selling it. The house is worth around £450k. She has no…
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Inheritance Use Suggestions Needed
Hello, I've lost both Parents to different illnesses in 2020. Me and my other Siblings are all having an equal share as per our Parents will. It will be in the region of 65k. Add to this, last year my Spouse also lost a Parent and inherited 45k. Mine won't be through for a few months yet, but I'm starting to think through…
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Inheritance question - funds issue
Afternoon all, would welcome some guidance around August last year I was contacted and informed that I was to be a recipient to a share of an estate. probate had already been issued and shortly after confirming my identity was issued with an interim payment, information from the solicitors was patchy regarding further…
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Writing a Will
Hello there, I was wondering if you are able to give me some advise please; - I am a male 38 years of age, British passport holder - Family (Parents/2 Siblings) live overseas (non-EEA) and they are not British - I am divorced and my ex and I have a clean break - She lives overseas (Greece). I am paying the mortgage (50%…
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Legal rights of children in Scotland
I am executor of my mother’s will along with my brother. A bit of background for info. Our father died previously, there are a total of 7 siblings. Mother owned the house outright and her original will stated that 2 of my siblings only were to inherit the property and I know the reason why. She moved into rented…
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Council tax charges on empty property 3 years after death of owner
Not sure this is the correct place for this subject, BUT can anyone help....dad passed away 3 years ago leaving the house to myself and my two brothers, probates been and gone, we had one offer on the house which we accepted but turned out to be time waster. Then Covid-19 came and now we’ve got less chances of selling…
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Am I entitled to this inheritance?
I've struggled to find any information on this unique set of circumstances anywhere online so hopefully you guys can help. :) My mother passed away last month and before her passing a will was drawn up with me being put down as who should inherit her entire estate. A few years prior to that, her husband had passed away…
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Own account or not as executor?
I think I know the answer but just throwing it out there. Going through the process of pulling together mums estate for Iht/probate so bank accounts frozen. I have come across 2k cash in old £20 so will need to pay into the bank and there are also a few cheques following mums passing under £500, can I pay these into my…
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The 7 year rule
Hi all, first time poster so apologies if I get things wrong. I’d appreciate your help in a family matter please with regards my dad’s estate. My dad left his estate to be shared equally between myself and my 2 sisters. I’ve just found out that he gifted £30k to one of my sisters within the 7 year point. She admitted it to…
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HMRC 20-year investigation period
I have taken this quote from a different post which I will not threadjack: "The final value of the estate is presented in the estate accounts, which are given to any residuary legatee, and must be kept for 20 years in case HMRC or anyone else want to see them". I have just completed administration of my late mother's…
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Probate Law Complex Sotuation
My sister had learning and physical disabilities, she was left with fatal injuries due to someone’s negligence. We opened a claim as a litigation friend as she did not have the capacity to do this herself. For the same reason she could not make a will and passed away before the claim was settled. My mum then obtained…
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Getting a property valuation for Probate
We need to get my late fathers property valued for completion of the probate application. An estate agent out of our area advised us to get 3 valuations and go with an average. She said to not mention probate to avoid any charges being made by the agent and just ask for standard house sale valuation. When I spoke to IHT…
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IHT question about pensions
I've started filling out the online form for the IHT estimate for my mum's estate. It has asked this: These are any private pensions that XXXXX had. This does not include XXXXX’s state pension. A private pension could be a personal pension or a pension from XXXXX’s employer. * Did XXXXX have any private pensions?YesDid…
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IHT / Probate forms
We are going to apply for probate as my Father in Law has died. Do you send IHT250 and the PA1P application together to the Probate office? The guidance is a little unclear and on the PA form it mentions including an IHT summary form, I presume that means the whole 8 page IHT document? Thanks in advance for any advice.
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Is an oath still required?
Can anyone provide some clarification please? Where a personal probate application Form PA1A (i.e. no Will) is being submitted by post rather than online, are the applicants still required to swear an oath? Or has this requirement now been replaced by the 'Legal Statement' that the applicants sign as part of the form PA1A?
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Share help
Could somebody please help me. My father has recently passed away and left me 380 shares in bt. Would anybody know how much this would be worth. Tia
