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Probate not started - Care home fees
Hi Unsure if this is the wrong section but figured I would ask anyway. Wife’s Grandad died 15 months ago, house was changed to ‘tenants in common’ a number of years before this and he left his half to my Wife and her sister so 25% each in a Will. Probate has not been started yet for various reasons and looks like it will…
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Probate,house valuation and inheritance tax
Hi im looking for some advice my mum passed away last week and need some advice My mum was divorced and left me as the executor of the will and left everything to me as I her only child I have a copy of the will but the original is with Simpson solicitors The house has a estimated valuation of 49000 -59000 And she left 4k…
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Inheritance and living abroad
Hi everyone! My mother died back in 2020 and finally the probate will be complete this week. I currently live in the USA and as my mother did not leave a will the house she owned is being split 3 ways between my brother (in Japan) and my sister who lives in UK (where my mother also lived) and myself. Would like some advice…
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UK and Spanish will advice
My mum died this year in Spain, she lived there with my dad. The Spanish probate is all sorted and signed off. As executor of her UK will - everything goes to my dad, I need to apply for probate as she has a few granny bonds and premium bonds. I have original UK will to send them, they are asking for official translation…
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Grant of probate
We have actually received grant of probate after a 9 month battle. The sister in law is now demanding she wants a copy of the grant of probate through her solicitor. Do we have to provide this? She is a beneficiary of the will.
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Threshold
If my grandma has £48k and rents her home, when the time comes when she needs to go into residential care, family are aware she will be self funding. The family are concerned because grandma wants to gift two of her grandsons £5k wedding gifts. One grandson got married a few months ago and the second one gets married next…
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what are the steps to remove an executor?
Could anyone post a link or explain the steps you'd have to take to remove an executor please? Are they notified/warned first? He can't renounce as probate has been granted (and wouldn't anyway). Grounds are sufficient.
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Death of vendor after sale agreed
We have recently had an agreed sale on a property, the vendors children have power of attorney, the vendor has just died (two weeks after sale agreed) and the house will be subject to probate; does anyone know for sure if this likely to hold up the sale progressing?, Not had this situation crop up before and as its early…
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Unused residence nil rate band
If a person passes away 20 years after their husband/wife, and the spouse at the time left everything to their marriage partner, would the sole inheritor of the estate, say their only child, be able to claim a unused residence nil rate band to make the inheritance tax £650,000?
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Amendment to Probate
Hi, I am hoping someone can help me with a query I have in relation to an incorrect probate entry for the value of my later mother-in-laws house. My mother-in-law passed away in Jan 20 and my husband and I completed the probate paperwork ourselves (as the estate was valued way under the inheritance tax threshold),…
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Probate intestate
Intestate estate As there is no will do all assets need to be sold. Reason being there's a house Brother who is administrator and 1/4 share beneficiary is refusing to move out to sell the property he intends to stay there. Does his duty as administrator come before his wants as a beneficiary? How could he complete probate…
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Probate process
I had an offer accepted on a property going through probate back in June. I was told by the EA it was only a couple of months off....and the vendor just needed grant of probate. Anyhow, recent update that the figures for the probate application are OK- I assume this means the estate valuation was correct and now the…
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Advice regarding Power of Attorney document please
I would be grateful for any advice regarding legal ownership of an Enduring Power of Attorney (EPOA) document for my mother. My solicitor, who has the said document, wants to charge me £50 plus VAT for a certified copy of the EPOA.I am selling my mother's house in order to pay for her care - I have been advised by the Bank…
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Executor no longer solicitors
We are sorting out the will of our grandad and had to obtain the original will from SRA as the solicitors was closed down by them. The will was set up in 1988 by two solicitors whose firm then was taken over by another and has since been closed down by the SRA as it was part of the Kingly Group. The will states that his…
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Asset Protection Scotland
Hi I am hoping to acquire some info and advice regarding the following. My parents both mid 70s are looking at the possibilty of protecting their main joint asset which is their home. They are generally in good health but are worried about losing their home if heallth deteriorates to a point where one goes into care. They…
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ISA deposits went into a closed ISA account, APS doesn't apply...
Hi! Months ago, as executor, I secured Grant of Probate and the investments in my mother's estate were closed/liquidated before distribution to the beneficiaries. This is because financial regulations apply to some of the beneficiaries who work in the regulated sector (can't continue to invest in a firm you do the books…
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Change of Will...
My mother has told me that she intends to change her will so I have a right to live in the family house until I pass when she dies. It is just her and myself living there. The are two sisters of mine who do not. She intends to keep the will much the same in that all three of us would inherit an equal share of the house. If…
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Making sure I get my share
I am the youngest of a large family of originally 10 siblings but three have passed away in the last few years. I have been estranged from the rest of the family for the last 10 plus years but had sporadic contact with my mother over that time. Approximately 4 years ago, she sent myself and the remaining siblings a cheque…
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IHT, will my Nieces need to pay it?
Good day I now have an estate (if i dont buy anything else) made up of the following House I live in on joint tenancy basis of £500k Savings of £600k I want to make a will leaving my spouse the house (although i think i wont need to as its joint tenants, and 500k from my savings. i would like to leave two nieces £50k each…
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Executor but not a beneficiary
My sister and I are joint executors of my fathers will although I have been dealing with the majority of the legal stuff and my sister is ok with this to continue. I’m not a beneficiary of my fathers will my sister and my son are which I’m fine with . when the house is sold will the solicitors pay the money to my sister…