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Unusual Probate Scenario & Estate Advice
I write with the hope that someone out there might be able to help nudging me in the right direction. A few weeks ago, I had a Policeman knock on the door to notify me that my Uncle had been found dead in a hotel in France. I was very surprised as it was completely unexpected. I was more surprised as both my father and his…
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Probate question
Hi, newbie forum member here. My Dad passed away earlier this year. He left a will which left everything to my Mother. Most things were in joint names, they were joint tenants of the house. So everything was transferred without probate being asked for until I come to sort out his premium bonds where I have been asked for…
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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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unborn great grandchild
My mil recently passed and her will states to "pay the sum of ten thousand pounds to each of my grandchildren as shall be then living and attain the age of 21 years". Since the will was issued 1 great grandchild has been born and 1 is to be born in march. Are the great grandchildren benificiaries or do they need to be…
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Probate - solicitor named as Executor on Will.
Good Afternoon. I started selling my mother’s flat in January this after she had been seriously unwell in hospital for a few months and it transpired she wouldn’t be well enough to return home again. The condition she had was very serious with no treatment. She had to go into a nursing home before Christmas since ended up…
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Wills and Solicitors
Should we have a Solicitor as an Executive of our Wills?
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Capital gains tax
We instructed co-op to manage the probate for our late parents. In the contract it said they would deal with all the tax including cgt. There was a property that was sold and they did not inform hmrc it is now over 60 days and they are saying that they can’t deal with the cgt as the house was left as a specific gift in the…
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How to show large numbers of regular gifts from income on IHT403?
Mum died in July and even though the inheritance tax calculator says there's no IHT to pay thanks to the transfer of dad's NRB and RNRB, I'm having to do IHT400 as her estate is over the 625k limit. (Initially applied for probate online without IHT400 based on guidance on .gov, but received a barely intelligible email from…
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Issues with online probate application
Finally, after weeks of waiting, a co-executor that I have named in an online probate application has now been contacted by HMCTS a day or so ago. However he was asked to make an application for probate himself, which he has done, but this now means we have both made an application for the same thing, whereas I thought he…
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Should it be taking this long to get probate started?
Its been 2 months now since my father passed and I don't seem to be anywhere near getting probate started with my solicitors. They have given a long checklist of information I need to gather for them so they can start the IHT and probate process for me (estate is valued over 650k), I've done them all except for finalising…
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How long to wait for HMRC?
My mother died in 2018. I was the executor. Her estate was large but not too complicated. I eventually got probate and all IHT was paid. She had had an accountant who prepared her tax returns and we checked that everything had been included. The estate was fully distributed, everything equally between me and my four…
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Deed of variation
Hi, We want to make a Deed of Variation to the Will in order to gift a sum of money from the residuary estate to a family member not named in the original Will. There will be no change to IHT or CGT position and both existing beneficiaries are happy to make the change. I have…
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C1 Confirmation form (declaration) help required
Hello, I’m in the process of applying for Confirmation, but I’d love some assistance on the wording for the declaration. This forum was so helpful in getting me this far, so thank you. However, my first attempt was rejected because (exact wording from the court letter): “The familiar relationship between the executors is…
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C1 Confirmation Form
I’m looking for some help. My grandfather recently passed and had a will. In the will he named my mum (pre-deceased), me and my sister as executors. My sister lives abroad and had not taken anything to do with any of this. I do not know how to fill out her address (unknown) and what to say in box 2 and 3. Box 2 (currently)…
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Relatives have died intestate, probate dragging on.
Unfortunately I do not know how this all works so here goes. My uncle died intestate at the end of April 2024 so everything passed to my Aunty, then sadly she passed away at the end of October 2024 also intestate, she had Alzheimer's. I spoke with the solicitor, who was originally dealing with my Uncles estate and thought…
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Incorrect DOD property valuation mistake
Hi all, I've phoned the HMRC CGT tax office and spoken to the Probates court and am still stuck on what best to do. When my mum passed, 2 months ago, I stupidly used the valuation which the mortgage company had provided in a driveby valuation prior to death (unsure how "prior" to death it was). I thought it seemed…
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Equiniti
Equiniti couldn't be worse if they tried! Having advised the death and sent the grant of probate we then instructed them to sell 3 different share holdings: Company A - worth about £500 Company B - worth about £1500 Company C - worth about £9000 We completed the sale form (single form for all three holdings) after finding…
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SRA misfiling Wills -Has anyone's been found?
Has anyone heard of the solicitors regulation authority (SRA) filing a Will incorrectly and finding it at a later date? On the death of a loved one, I went to the solicitor who wrote the Will to find that the practice no longer existed. I later discovered that SRA had intervened in the practice several years previously,…
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DWP asking for weeks pension payment after death
My mum died in January and I have had a letter from the DWP asking for 1 weeks payment of pension that was paid after mum's death.I didn't notify the DWP of mum's death immediately as I was told this could be done with the tell us once service which I did as soon as I could but there was a delay in getting the relevant…
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Can I apply for probate without filling in IHT400
If my husband passed everything to me when he dies, as stated in a will, do I still need to complete IHT400 as there will be no inheritance tax to pay? Can I apply for probate directly? I have read the IHT400 notes but still feeling unsure.
