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Not a clue where to start after the death of our mother.....
Wondering if anyone can assist us please. Our minds and foggy and we just cant think after the death of our mother. Our father passed away 9 years ago and everything (well the house), passed to our mother. She died a week ago. What she has: Savings/bank account of £3,000 An ISA £3,000 House paid for - probably worth around…
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Do I have to use probate
I have made a will but ive been looking into the question of probate it seems to me as this is another attempt to squeeze more money out of me after death.
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Possible dispute over jointly inherited house
My father died at the end of last year. His will leaves everything to my brother and me equally. The estate consists a mortgage-free house, some money and a car (together worth about a sixth of the value of the house) , so in theory straightforward. However it's complicated by the fact that my brother lived in the house…
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Selling fathers house
Hi , my father has passed away; he didn’t leave a will, and the house deeds are only in his name. My mum is moving into rented sheltered accommodation and wants the house sold but doesn’t want the deeds changing into her name. I’m arranging probate (in her name) and wonder if - • we can sell the house with the deeds still…
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Executor's right to past information
Hi, My OH and his brother are joint executors to their recently deceased Mum's will. My OH alone had had PoA for her (and his Dad before he died a few years back). Following their Mum's passing, my OH's brother has now started demanding detailed financial history from him of both his Mum and Dad because my OH had PoA. We…
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Best option if any - Inheritance
Think this is the most appropriate forum. Are there any pros or cons to using any of the above methods please? Ie what will get me the best return. I currently don’t know what the amount will be. TIA
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Legal rights and Joint Accounts in Scotland
In Scotland, if one party to a joint account dies does the whole of the joint account balance automatically pass to the other party to the joint account or is some portion of that balance regarded as being the deceased's net movable assets under the legal rights provisions of Scottish law?
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Bond of Caution
I was wonder if anyone has went through the process of settling an intestate estate which had to take out a bond of caution. My dad died in June without a will and we are now almost at the confirmation stage after payment of inheritance tax; estate is in Scotland. I thought once confirmation was complete I as executor…
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Stopping email ads
My wife died in August 2020 (not from Covid-19) Over the years, I have bought things for her online and now I keep getting emails from the companies I bought things from encouraging me to buy the same things again, The latest is from Marks and Spencer. But there is nothing on their web site that I can find which allows me…
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Help with Estate valuation for Probate application
Just starting the process of sorting Probate following the passing of my Husband's Mum. His Dad had passed away about 2 years since, leaving everything to his Spouse at that time, so the matter seems quite simple. The Will leaves everything equally to my Husband and his brother, and names them both as executors. House…
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Establishing % Split of Tenants in Common property in an Estate
Hello, I have a query regarding Tenants in Common in relation to a property that is part of my fathers estate, of which I am an Executor. My father and step mother purchased a property in 1988 as joint tenants. In 2003 they approached a local firm of solicitors and asked them to write new wills and sever the joint tenancy…
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Dealing with mums estate - practicalities ?
Sorry if this is a silly question, but... My sister and I are the executors and sole beneficiaries of our mums estate. Total value approximately £800k. We are both competent to deal with the paperwork and get on well and trust each other. But there will be a lot of work to do and it’s going to take a while. Ideally we…
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Tenants in Common and property to leave to children ON TRUST
Hi, My wife and I are changing from joint tenants to tenants in common for inheritance reasons for our children and to protect our legacy from care costs. We've filled in the SEV form, already done the notice of severance letters and about to send the SEV form to the land registry. So my questions are... 1. will the land…
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Returning money
I had a partner who gifted me some money when he sold his house and moved in with me. He made no further contribution to the bills and I even paid for two holidays. I knew it wasn’t working out so asked him not to sell his house but he went ahead. The money just appeared in my account one day . He was very careless and…
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witnessing a will
I have been appointed as executor to a friend's will and one of the witnesses lived at the same address as a beneficiary although they are not a relative of the beneficiary. It seems it was the girlfriend of the beneficiary's son but no longer lives at the address as they are no longer together. Is this will still valid?…
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Deed of Variation Criteria
Hello Everyone, As posted on here some time ago both my aunt and uncle passed away in 2019, October and August respectively. Both without a will. My Mum and cousin are the beneficiaries of the will and this has all been sorted with a probate solicitor over many months. My Mum wants to share her portion of the estate out to…
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Shareholder perks not transferring upon death of a relative
Greetings MSE'ers! My father recently died and I have taken legal ownership of his Eurotunnel shares (now called GetLink). As a shareholder her was entitled to discounted travel on Eurotunnel as one of their "perks." However, GetLink have now told me that share perks are "personal" and cannot be transferred to me after his…
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Tax to pay on selling Commonwealth Bank of Australia shares following probate
I am executor to my fathers estate. He left shares in the Commonwealth Bank of Australia. I have sent the grant of probate to Link Market Services, who are the company dealing with the shares and have set up an account with them with change of address details and executor bank account details for the payment of dividends,…
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Planning my own paperwork - checklist - Life Admin
Having a bit of a life review and I need to make sure that my 'estate' is planned for. Need some advise on weather I have covered everything for my paperwork. * - Power of Attorney (seems that this is also called living will) * - Will * - Mortgage, its only in my name not my life partners (not married but wish would be…
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Tenants in common- paper work after bereavement
Hi my father passed last year and owned the family home as tenants in common with my mum. My mum has Alzheimers and lacks capacity. I have applied for probate, however stumped as what to do now. How can I get land Registry changed ? Will I need to apply to court of protection to get the house sold ? Any advice appreciated.…
