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Money in the event you both die at the same time?
Just a curiosity / what if question really. OH & I don't have any wills in place. No kids either. Basis of this was, Googling seemed to say that if I die then it all goes to OH & vice versa but with us very soon going in one of those big birds in the sky it made me wonder - what if it falls out of the sky & we die at the…
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Swift probate turnaround
This may assist others? Applied probate online 30 July. Received email today (13 August) to say it had been granted - just two weeks later. Admittedly they then said it woukd take up to 10 days for the grant docs to arrive by post...
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Inheritance interim payment
Hi I have no clue as to request an interim payment from inheritance. To request from the solicitor/executor. I am unsure as to how to word it. I don't want to appear, pushy Is there an example template i can use. Many thanks
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How to sign if you can't sign?
A close friend has asked me to help them prepare powers of attorney as I have recently done them for us. The problem is that he is now severely physically disabled and cannot use a pen to sign anything. There is some arrangement in place that allows a family member to sign cheques etc but this is limited to the one bank -…
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Deed of Variation
I have an inheritance. I wish to complete a Deed of Variation for three people. I wish the amount I leave to each person to differ as once person is more in need with children. Does one person necessarily be shown what the other person is receiving. Is the Deed of Variation one form or can it be two individual forms?
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C4(S)Scotland Fee
Hi, I have completed a C4(S) Scotland form for additional assets omitted from the original inventory declaration. This is simple and I'm doing this myself. No change to Estate Tax situation. I've tried contacting the Sheriff Clerk department where it's being sent to but I can't find an answer to what fee I pay, if any.…
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claiming relief from 1st death items on 2nd death IHT400
I am completeing IHT400 for my father who survived my mother by about 3 years. Everything was left to him in my mothers will except for a few small UK charity bequests and at the time we only applied for probate for my mother without needing to do IHT. 1. where can I now enter figures to gain tax relief for my mother's…
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Grant of Confirmation
Hi, I’m trying to fill in the form for Grant of Confirmation for my dad’s estate (C1). I’m trying to do this on my own without a solicitor. I think I understand the main issues, it should be such a simple situation, but what exactly to put on the form is driving me crazy :mad:. Would be grateful if anyone could help.…
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Missing weeks of State Pension
I am executor for my Dad who died on 23 July. He had been receiving SP every four weeks, the last such payment being received on 4 July. In the ordinary course, the next payment would have been on 1 August, however this was not received due to my promptly notifying the Tell Us Once service of his death. My question: is…
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Length of time for probate for death of a foreign domicile
Hi, Does anyone have any recent experience of timings for probate when the person who died was domiciled abroad? (France in my case). Just wondering really what sort of timeframe others have had so it might give me an idea. I reached my 12 weeks just recently and called them. They have the file but all foreign domocile…
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8 years to finalise...
Im a residue beneficiary of my grandparents will. They both sadly passed in 2016 and only now the estate is being settled. After several requests of the will file and ongoing estate accounts, the main executor has not been forthcoming with information or communications and I have concerns over the accuracy of the estate…
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Co-op Legal Services – Probate Delays After Grant Issued – Anyone Else?
Hi everyone, Just wondering if anyone else is having/had major delays with Co-op Legal Services in handling probate? I’m both executor and beneficiary of my late nan’s estate, and Co-op Legal have been dealing with it. The Grant of Probate was issued on 13th March 2024, and they confirmed they received the copies in their…
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How to obtain a completed IHT205
Mum died back in 2001, and there is now an issue with a trust and an estate. I need to obtain the IHT205 that was submitted when she died (Dad is still alive). I'm going to sit on the phone to HMRC tomorrow morning, but I have no idea what to ask for. So an advice would be good as I've been told this can be a long drawn…
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Recovery of overpaid benefits from estate.
Hi, I am looking for some advice on DWP and recovery of overpaid benefits. I am the Executor of the estate of one of my relatives. They had around £60,000 in cash in bank accounts at the time they passed and also owned a property that they lived in worth around £200,000. Inheritance tax is not an issue. Since their passing…
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Solicitor dealing with probate has now asked for me to become executor.
Afternoon all, Some advice needed please. My solicitor has asked me to sign a Statement of Truth document. He explained that its needed for me to become an executor for the estate. The thing is that I don't want to become an executor. My brother and I were children when our Dad made the Will and he named a solicitor firm…
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Family member refuses to complete IHT403
Hi. Looking for a bit of advice please. I am helping my partner (executor of her fathers will) pull the financials together. As it stands the estate is under the £325k threshold. However we have recently discovered her father made some substantial gifts to two other family members within the last 3 years. It is quite…
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Why no Class F exemption for council tax?
After mum passed, I informed the council and they said there would be a 6-month grace period during probate (which I've just applied for). Yesterday (4 weeks later) I received an email from them asking for the name/address of the executors for future correspondence. I gave mine and my sisters name, and mum's home address…
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Probate - how long?
Hi, I know it's been asked before but on this cold and wet afternoon I've nothing else to do but think..... Probate submitted end of June, straightforward, just bank accounts, how long can it reasonably take? Apologies again for repetition, just wanted to hear some real experiences (recently) thanks
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Cost of Will
Hi an elderly relative has asked me to sort this and given me an advert froma local paper that is a legal will writer in the local village. They will visit and doit and charge £150 for a single will. Does this add anything from just doing it herself. Its a very simple will to leave everything to children. I also realised I…
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I am an executor, if I die can I leave those duties to my sister
I am the sole executor for my Mother who died in 2020, to dispose of her estate and look after my brother who has continued to live in the family home since then - he is ESN and difficult to deal with. Under the terms of her WIll if he cannot look after the property then it must be sold and the proceeds divided between…
