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Please some clarification!
Hi all. My mum died over 12 years ago leaving my dad in the family home which is mortgage free. He did a transfer of equity between myself and my sister 10 years so all three of us are on the deeds and continued living there alone but not paying market rent ever since. He was adamant that it be done that way. He’s declined…
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Obtaining NI number of deceased.
Newby, sorry if i am in the wrong subject line. My question is, Am i able to obtain my late fathers NI number ? I think i need this to track motions of his bank account also to where his state pension was paid into.. I am direct next of kin, and only recently discovered his passing. As i understand there has been no…
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Family will, where did the money go?
UPDATE: I need to update the post as people keep pointing me to the Government probate website. I'm looking for a will if there is one. I have the probate information from Ancestry and the Government Probate site but that only tells me the basic information of date of birth and date of death and how much money was left.…
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Executor without executor account. Problems?
I’m sorry if this is the wrong board, I wasn’t sure where my query belonged. Myself and my daughter are executors for my mother. We did not have an executor account but I opened a ‘space’ in my Chase account so that anything to do with my mother’s affairs went through there. This has worked very well. I now wonder if we…
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Money gifting probate and wills
My dad passed in February and didn’t update his will, we brought a house together, he gifted me the money for his part of the house, it would have been 6 years in August. He did live at the house and contributed towards the bills etc. the amount of money was £240000 which is about 40% of the property ownership I want to…
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Dignity Funeral Plan Refund
Hi, First time posting, I'm just looking for some advice since its my first time planning a funeral! So, my Uncle passed away recently and when we managed to get hold of his details, it turned out that he had a funeral plan with Dignity Funeral Plans (transferred from Rest Assured when plans became FCA regulated). That…
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Estranged father died suddenly intestate - don't want to deal with estate or probate
Hi I am in desperate need of some advice. My dad died suddenly last week at 67 and I have not seen him for about a decade. He owned his own property with a paid up mortgage but did not have a will and has longstanding debt. I am arranging the funeral but do not wish to have any further responsibility to deal with his…
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2 Empty Houses & Intestate Situation
Hello, I have a confusing situation with 2 empty houses and relatives dying intestate.History:• My paternal grandparents lived in their mortgage free house (valued around 400K in today's money) for many years.• My mother and father lived in their mortgage free house (valued around 300K in today's money) for many…
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Will advice
I'm after some advice please regarding the will of my Fathers late sister. This is not a money grabbing relative who is upset that they have not been left anything, this is genuine concern that something underhand may have gone on. His sister passed away last september having spent the last 3 years of her life in a care…
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Wills - Cheap Deals or Solicitor?
I've been in touch with a few solicitors who are offering to prepare a simple will for anything from £20 to £65. I'm single (divorced), a home owner, two adult children who will inherit everything I have and one will be my executor...............what can possibly go wrong? I've already drafted the will but am inclined to…
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Questioning LPA care for relative
Hi All I have a family member who is in charge of the LPA with my Mum. I am unhappy about the way she is being treated. Does anyone know if I am entitled to raise questions about her care and how would I do this. The LPA was drawn up with a solicitor some years ago - I am not part of the agreement and am not in touch with…
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VOA requesting more information following RICS valuation
Hello forum. I'm hoping someone can help me with an issue I'm having regarding the valuation of my late mum's property. My mum died in July last year and we had a valuation carried out by a RICS member (who were suggested by the solicitors acting as executors of her estate) last September. I submitted the valuation report…
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Probate application
Hello, I am just about to start completing propate form PA1P and have just checked through the form to check that I have all the information required before starting. I have read and re-read point 3.7 but am unclear if I need to fill it in. I am the sole executor so there is no need to give notice to other executors -…
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IHT - Owner of Property
Hi, Both my husband and myself own a house each - we live in his and I rent mine out. Each property is in our sole names respectively. Will our son (eventually) benefit from both our RNRB allowances on both properties or just our main residence? And, would the main residence need therefore to be in joint names? Hope that…
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Tenants in common and trust fund clause in will
England UK Many years ago my wife and I spoke to a solicitor to get some wills drawn up. As part of the discussion we decided upon his advice to change our ownership to tenants in common and for a trust fund to be set up upon first death with the solicitor being the trustee. We did this due to concerns over care funding if…
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Inherited flat rented out by my sister
Mum lived rent free in my sisters flat whilst mums flat was rented out. Mums flat was much bigger so it was beneficial for my sister to swap flats and rent out the more expensive flat. Now my mum has passed and my sister and I have inherited her flat. The way I see it - the rental income should be shared from the moment of…
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Mirror wills
We created mirror wills 7 yrs ago. Late husband will created an IPDI for me giving me life interest and leaving his 50% share in a trust for the children and my will is the same. Now he has passed away four months ago. I am thinking of having a new will. How will my new will affect the mirror wills and the IPDI. Will it be…
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Estate Administration Costs
Hi I need your advice on a couple of queries please.Thank you in advance. As background it is linked to : https://forums.moneysavingexpert.com/discussion/6477211/threats-from-late-administrators-family#latest 1. Back in 2004 I wrote to the late administrator via a solicitor letters asking to progress the administration of…
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Whole life plan and funeral plan
Just wanting confirmation on a zurich whole life plan, payable to children (adults) upon parents recent death. I have been told this does not form part of the Estate? £19000 worth Also a funeral plan taken out, this will be used to pay for the funeral but thinking excess would add to estate figure. £6000 total Thank you…
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Solicitor charging a fixed fee to act as executor. What does this normally cover ?
My Auntie passed away on Boxing Day leaving her estate to my brother, sister and me in her will as she had no other relatives . Her solicitor was named as Executor on the will . We had to put her in a nursing home before she passed away , I was in control of all her finances and was in the process on making things simple…
