-
What happens if,
Hi all What happens if, someone dies, and no family members have keys to the deceased home to go in and sort / look for a will? How would a relative know they are entitled (to be in the home) even?
-
Can beneficiary live in the house before probate?
I am executor to an estate which includes a property that was previously rented to tenants and is now empty. The beneficiary would like to move in, can he do so? Where does that leave me as executor? Could I effectively be his landlord charging a nil rent until probate is granted and the new owner can be given legal…
-
Probate and executor
I am joint executor of my fathers will but I have not been consulted with the other executor. He has taken this upon himself to sort out with no involvement from me. I have contacted him about this and he no longer wants to have any contact with me again. He has closed all accounts, put property on market, sold belongings…
-
Re probate
Hi Guys, I am familiarising myself with PA1P form. In case I go first. My wife is to be executor, and the two kids are as well. Is it better to just put my wife as only applicant in Q1 and put the kids in the box with C as powers removed? OR should I put all three as applicants in Q1 and leave the box abc empty? My wife…
-
IHT & Life Interest Trust
Hi, My mum passed away over a year ago now and we are still trying to sort out the various taxes etc. Her partner passed away a number of years previously and he had a property put in a 'Life interest trust' that my mum looked after, on her death does the value of that property form part of the estate or was that factored…
-
Help: Occupied House Insurance after Grant of Probate
Hello Apologies if this has been answered before, but I am struggling to find an answer on how to insure my deceased mothers house, with my brother living there. Our mum died in July 2019, and as executor, we now have grant of probate, with the house being divided between me and my three brothers. SAGA were great, but as…
-
IHT 205 - Gifts/extorted monies
Hi, Concerned about the treatment of 'gifts' for completing IHT 205. A relative with severe mental health issues recently passed away, they were in crisis this past year and had sums of money extorted from them: 1) large sum resulting in bank account being stopped, police involvement, court case resulting in prosecution so…
-
Car Ownership / Keepership following death
Hi all, When my father passed away in October, I phoned the insurance company who stated that as long as my father remained as the registered keeper, they would insure me to drive the car so I can use it to fulfil various errands, and that I was covered until July (also taxed and MOT'd until July). I have just received the…
-
Deed Of Variation to avoid tax
I'm currently the sole beneficiary of my mother's estate. I've taken into account both her personal and residential tax-free allowances, but a fair bit of her estate is still going to fall into the 40% tax zone. I would like to draft a Deed Of Variation, to redirect the excess taxable amount to my father instead, so he can…
-
Cheques
I have received a cheque made payable to ‘Personal Representative of .....’ 10 years after my partners death for overpaid mortgage interest. His estate was wound up over 8 years ago. Do I go to the bank and open an account to pay it in (I have copy of grant of probate stating I am his only beneficiary) or send the cheque…
-
DWP recovery from estate form
Having recently been sent this form from the DWP, and having made a complaint, I'd like to share what I feel is wrong with the form. It has been mentioned before on this forum that it is not good but nothing has been done about it. The probate office asks for the total of money (cash and in banks) but the DWP wanted every…
-
DWP Overpayment request/Liability
Hi everyone, I am hoping that someone could answer a question which is causing my 80 year father a lot of distress. My grandma died back in Apr, we have done the probate and have received a letter from the DWP asking for various financial information to check that she was not being overpaid for, presumably, her pension…
-
Private client solicitor
Just dealing with a relatives solicitor, she works in the companies Private client team, can anyone tell me what this is?
-
Winding-up estate
Hello I'm after some advice/opinion.....my father died this year, we have used a solicitor to do the probate application as it seemed fairly complicated (with my mother having died previously and left her share of the family home in a trust to us kids with my father as beneficiary, he also owned a share of another…
-
Interim payment query
The estate executor has contact all 5 beneficiaries today to say they will make interim payments to each beneficiary this week however 3 out of 5 of the beneficiaries do not want an interim payment, what does this mean for the other 2 beneficiaries? Interim payment or not? We are banking on this payment to secure a house
-
As an executor / trustee, can i be forced to reserve powers?
Hi all, I hope you can advise. My mother and brother are fellow trustees and executors on my father's will. They have, for several months now, refused to let me have adequate paperwork yet are trying to force me to sign paperwork for the grant of probate without adequate information. They have threatened me a number of…
-
Valuing the Estate
I'm currently just starting out on the Probate road after the death of my father in law. One of the questions I'm concerned about is 'have there been any gifts over £3000 in the last 7 years'. There are bank statements going back to 2015, before that he was with another bank and I can't find statements for that period.…
-
Selling deceased person's car
Hi all, we are four executors, all four equal beneficiaries and want to sell our late father's car before Winter sets in. A solicitor is administering the estate and we are a few weeks off probate being completed. The car was valued for probate with Webuyanycar.com. We wanted to sell via the same company, as its a method…
-
Valuations for probate
A relative has recently passed away leaving a will naming only child as beneficiary / executor. The total value of the estate will be around £50k, so well below any inheritance tax threshold. Just wondering how much detail(ie items/values) needs to be declared on the tax form for probate?. The main item is a small property…
-
Inheritance
mother in law recently passed away, father in law already deceased. My husband is also sadly deceased. Should his (our) children inherit what would have been his share of the estate along with his siblings? there was no will left. Thanks