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Government wills site
Hi All I have noticed this morning that the wills site at Find a will | GOV.UK is not currently working correctly. There is a work around for those who use it regularly like me although its not great. You need to clear cookies before every search. I have messaged them to inform them however wanted to let you all know in…
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PA1P form (apply for “letters of administration with will annexed") regarding additional PA15 form
Hi... My husband passed away in November leaving a Will the executor named in the will (Natwest Bank) no longer wishes to carry out the duties. There are no other executors and I am the sole beneficiary. I now have to fill in a PA1P form (apply for “letters of administration with will annexed") to take control of the…
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Land Registry and a trust document
Hi - in 2010 my mum and dad added myself to the deeds of house in trust to be divided equally between myself and two sisters as per the will . My dad passed away in 2016 and my mum has passed away recently . My two sisters and myself are executors of the will. Estate to divided in 1/4 with mum and dad’s 1/4 being split…
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Who clears a house after death
My neighbour recently passed away at home, she never left the house, never spoke to anyone and we very rarely saw her. Last weekend I noticed flies in her window, I knocked on the door but she wouldn’t have answered anyway. Called the police who came out and discovered her body in the bedroom, they think she had been there…
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Council Tax and a Legal minefield
I am after some help. I have no issue paying the bill if it’s due but this is a very odd situation. My Uncle died in 2007 and Aunt in 2021, the house was never transferred into my Aunts name. We have been to probate for my Aunts estate and all this came to light. We then had to go and seek further probate on Peter’s estate…
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Reporting an estate to HMRC under informal arrangements - sell property first?
I'm administering my late mother's estate. Do I need to sell the residential property before I report the estate's final position to HMRC via an "informal arrangement" letter? The property requires extensive refurbishment and will certainly sell for less than 2x Residence Nil Rate band (£350,000) and hence should have no…
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Gifting transferring money before death probate etc
So member of family had to reduce savings so transfered 40k into a joint bank account of daughters a couple years back questions on chats today were what to do when god bless her she goes with the cash best way naturally is to tell probate solicitor about it and send it across as part of the estate I presume they will…
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House in trust - CGT
Hoping someone can help or point me to where I can find more information. Situation is: Married couple. H died in 2019. House worth approx £340k at the time. This was the couple's place of residence, and only property. In H's will, his 50% of the property was put in trust for 2 adult daughters. No paperwork work was…
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Distributing funds after probate granted.
So i have been granted probate as a executor of my mothers estate, probate was applied for on the 20th of May and believe it or not it was granted to me as sole executor on the 3rd of June !!, there is no property to sell as i was appointed as a court of protection deputy five years ago for my mother as she had advanced…
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Deed of Variation - Executor signing
I am the Executor to my late mother's Estate. Mum left her house to her 4 children, I am one. I used a solicitor to obtained Probate on behalf of the Estate. There is no IHT due as mum had both the full Nil rate band and the Residence band. The house is in the process of being sold but it is not a done deal.2 of my…
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Beneficiary
Due to older generation moving on, I am now thinking about my situation and would be interested to know what will happen if a will only have the name of the Beneficiary and not their address and they do not live in the UK? They had previously declined to share their address (as I wanted send them a parcel and they were…
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Trust and Estate Tax Return (SA900)
I am hoping that someone can advise me as to the circumstances in which it is necessary to complete SA900 relating to may late father in-laws estate. My understanding is that if non of the following criteria apply then it is not necessary and any tax due by the estate can be dealt with through "informal arrangements". 1.…
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Death of grandparent…
Hi, I have no idea if this is even the right place to post this. But really, really looking for some advice. Back in January my lovely nan died. My Grandad was her next of kin. So obviously everything was left to him (that was hers) they own their house together. We both attended the bank and closed one of her accounts…
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Inheritence Tax on family home.
Hi, When a house is left solely to one's children in a will. I believe this can increase the threshold for IHT to £500,000 before incuring IHT. My question is this. If I left my 3 children 75% of my house that has an approximate value of £300k and left 25% to a friend. What effect would this have on the IHT threshold? Do…
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Clarification of wording in will / property trust
I'm seeking some clarification on the wording of a will (written in 1993) for which I am named as an executor, mainly regarding a property trust (not sure if this is called a life interest trust / IPDI Trust?). To clarify, these are mirrored wills of a married couple, both of whom are still living, where the other spouse…
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Inherited Property
Would anyone please be able to advise, general or legal please? My situation is : my parent has prepared his will, he is living everything 50/50 to my sibling and I, my sibling has lived with dad for nearly 18 years due to marriage breakdown, job losses, not looking for work as dad supplements him, he’s 60, I live in…
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Executors’ absolute and unfettered discretion
The names below are fictional. The figure of £x00,000 is a stated number. My mother passed away recently. She left a will, prepared in 2007. I, “MOORS MAN” am an executor and Trustee of her estate. My sister “JOSEPHINE JONES” is the only other executor and Trustee, who has decided to reserve powers. My father passed away…
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Deed of Variation - Stamp Duty certificate
I've finally managed to make some progress - other executor/beneficiary has finally agreed to a DoV which removes the Will Trust - horray! So their solicitor has drawn up a DoV which seems ok but going thru the IOV2 checklist under box 4 it asks " If the variation alters the destination of stocks, shares or marketable…
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C1 Confirmation please help a newbie
I have been trying to complete C1 confirmation on behalf of my late Mum, I have been assigned as the Executor after my Step Dad resigned as he is blind, grieving and elderly. I have already had one refusal from the courts and am desperate to get it correct before I resubmit. The first was sent by post but I am considering…
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Life Interest - Land Registry Forms
I need some help of how to complete the Land Registry (LR) documents
as the executor of my father Will. Help please! My parents owned their house as tenants in common (50/50),
and when my father died his Will had a section, Life Interest. * I give a life interest in my 50% share of my property at [property address] to my…
