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Capital Gains and Interest after grant of Probate
Getting close to done and have a couple of questions about taxes ( not IHT) Probate was granted in May last year but stocks only got sold in March this year and there were Capital Gains and dividends since grant of probate but none between DOD (date of death) and grant of Probate. Additionally, the Executor's account has…
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Executor withholding inheritance
Looking for advice as the executor of my grandmother’s Will (passed away July 2019) has been in possession of all of her assets since January and we have not received any of the estate accounts, any communications or any of her assets. My brother (minor) and I are joint beneficiaries of 50% with the Executor entitled to…
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tenants in common/mortgage question-Grant of Confirmation form
I am executor and sole beneficiary of my late husbands estate. The deeds have no survivorship clause, so I have put half the (estimated) value of the house in the Inventory. There is an outstanding mortgage, which was in joint names and is now in my sole name...Can i put half the outstanding mortgage amount on the…
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I think we have managed to sort everything out... nearly!
Hi guys, I just wanted to confirm if I needed to do anything else. My father passed away back in March 2020 and had a will but we never applied for the probate as we didn't think we needed to as it was all going to my mum. We have I believe managed to close everything without a probate. * Properties were in joint names and…
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Executor issues
Hi, My mum died in October 2019, the house sold prior to her death. My brother and sister had POA. The executor of the will is in his 80's. A probate company is being used to deal with Inheritance tax and Grant of probate. My brother told me in March that all the paperwork had been sent off, it hadnt. He then told me again…
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CMA and Direct Cremations
Hello - does anyone have any thoughts on whether the price of direct cremations (I'm thinking the 'buttercup plan with Age Concern/Dignity) will likely come down given the investigations by the CMA into the industry? Or do you think it probable that this will only affect the higher end funeral packages? I am looking to buy…
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joint account
my late father and i had joint savings account...the bank has now changed this to a single account in my name as the surviving account holder...does this mean that all the money is legally mine.....if so, can my siblings dispute this ... are they entitled to a share of these joint savings ?....[ our father did not leave a…
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Family dispute over Mother-in-law's Will
My MIL has recently died. She had 3 children and 3 grandchildren. She has split her will into 4 with each of her children being given 25% each and the remaining 25% is to be split between her 3 grandchildren. All sounds like a fair distribution of her estate. However my SIL does not have children, my husband and I have 2…
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Dad died while living in Greece, questioning the will
Dad and his wife (by Greek law) lived in Crete. Dad got diagnosed with cancer 2 years ago, and unfortunatly died in January. From what he said he had written a will and all was sorted and that because of my comitments over here everything would be left to his wife and then split, which was fine as i guess i thought the day…
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probate
Hi there Been a while waiting on getting the 'letter of admin' any contact details for newcastle dept would be greatfully received, can i also ask at the end of the day is the only thing that concerns the probate people is the right amount of tax is paid ? if it is due thanks for looking
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Probate and solicitors/specialists
My father passed away a few weeks back and am trying to determine if a solicitor will be needed to deal with probate based on his estate. Background:He lived in a nursing home due to long term health issues and to my knowledge did not pay care fees as this was confirmed by the LA due to him being eligible for "Aftercare",…
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PA1A Probate Application Form
Hi, Can someone please tell what IHT Identifier means on Probate Form PA1A. I also have the Inheritance Tax Form IHT205 which i have managed to complete. Many thanks
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DWP investigation and a bankruptcy question
Hi I have a couple of questions if anyone would be able to answer them. How long after grant of confirmation do the DWP inform you there may be an investigation. I was POA for the deceased then executor so know everything was above board but they were in receipt of Pension Credit but had an indefinite assessment period due…
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Pre paid funeral plans in Covid
As there are regulations applied to Funerals during Covid are there means to get refunds on pre paid plans. Bearing in mind that there is a maximum number of people allowed at the funeral and where funeral cars etc are pre ordered etc then the funeral directors company will not be subjecting themselves to outlay that was…
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Cherish number plate
My late husband passed away a few years ago and I as executor wrote to the DVLA To retain the number as his nominee. i want to sell the number plate now but the retention certificate has me as the nominee and the owner is stated as The Executor of the late (husbands name) which is also me but doesn’t state my name. Can…
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Inheritance for a prisoner
Hello I am executor of my grandmothers will. My brother is a beneficiary but is in prison. He's been in a long time and no longer has any live bank accounts and passport is expired. Its quite alot of money. No idea when he will be released either. Does anyone know if I can open an account for him? Have looked at trusts for…
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Inheritance Issue
My aunt died in January this year and my brother has obtained Letter of Administration enabling him to handle her estate, and the sale of her house is about to be completed. She had made a Will which bequeathed her estate to be shared equally between my sister, my brother and myself. However, my sister predeceased our aunt…
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Mother passed before grandmother
my mum sadly passed and a few months later my grandmother passed my mother and brother were on the will and my mums brother is currently selling the house. Would me and my sister be getting my mothers half of the sale of the house or will it go to my mums brother. I am my mother's next of kin if that helps thank you for…
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IHT & Investment/Insurance bonds
FIL passed away recently. MIL passed away later the same week. Both Wills had 30 day survival clauses in them (Scotland). MIL was in care home last 2 years. FIL transferred most assets (except house) from MIL to himself (POA) when she went in to care home, leaving enough to pay fees. Investment bonds, with both lives…
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Estranged executor
Long post, My father died 3 years ago, we were a very close family, 1 older sister, our mum was the one who took care of finances, mum & dad had saved all their life to leave an inheritance to leave us and their 3 grandchildren, the amount was 50,000, my elder sister who is high up in a position of trust in local…
