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Excepted estate and paperwork
Hi folks I'm sorry if I'm going over old ground on here but I'm going to finish filling in details soon on a probate questionnaire that helps the solicitor fill the forms in for me as they are acting for a fixed fee for applying for probate only so just filling the forms in really. I'm doing the rest of the work. A couple…
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Letter of Administration and council tax
Hi all, Can anyone advise what is the protocol from council tax after dewth for a property which letters of Administration are needed to deal with as there is no will. Have only just received so not spoken to council but they are requesting just short of £200 for the period from death in Jan to April 2025. I just want to…
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House deeds
Hi, just an advice as I need to make sure I'm doing the right thing. My husband is the sole owner of the matrimonial home, mortgage paid of in 2019,we are together for 16 years.Second marriage to me, 3rd for him. Recently I've noticed some strange activities, change of will etc probably under the duress of the family so I…
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Executor-dative Application Scottish Borders Sheriff Courts
Hi Community, Looking for some advice from this forum. I have read lots of useful information on here and plan to post an update to help others once iv completed my journey with this rather frustrating process! Question is..... Where can i find, or reference a template to apply for Executor-dative for my Mother? I was…
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House valuation for Confirmation purposes
I’ve had three estate agents out to give a valuation for Dad’s house as I’m executor of his estate. No IHT likely as he can use his own NRB plus his late wife’s. The three valuations are £205k/£210k, £220k and £230k. We’re not doing the Home Report till at least the application for Confirmation is done so we know rough…
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House in will, using estate cash to improve?
A will is being split where the house is going to a few people and the residual value of cash is going to another set of people. So for example, let's say the house has been sold for 300K and there was 100K in cash and other assets. So, not withstanding any special terms in the will, just in general... 1. Can the cash from…
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Stressed out Mum..HELP
*Complicated* I jointly owned our home with my ex partner when we purchased it in 2012 as joint tenants. We separated in 2019 and I continued to live at the property with our 3 children. After I did not agree to sell, he severed our our tenancy in 2021 via a solicitor, I did not agree and didn't sign any paperwork. I was…
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deed of declinature in Scotland
Hi everyone, first time posting. my father recently passed away, survived by my mother. she is 86 and doesn't want to deal with my late father's estate. As an only child, I wish to apply to be appointed as executor, and I have completed a Form C1 and an inventory. however, the sheriff's court clerk's office says they…
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Missed information by CLS what can we do?
Following the death of our mum, we engaged Co-op Legal Services to sort out the Probate as Mum had her funeral plan with them and in her eyes, they would make sure everything was done properly. It should have been straightforward as dad had passed 4 years ago & everything became Mum's. There is only 1 son (my husband) and…
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IHT discount on jointly owned (and occupied) property: 10% or 15% ?
Apologies up front for the long post... My partner died in Jan 2024. We were not married nor in a civil partnership. The value of her estate is above £325,000 so IHT is payable. I am the executor of her estate. We jointly owned our residence (50/50, joint tenants) in England, where I continue to live. Neither of us owned /…
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Life assurance bond and tax
Hi My mother passed away earlier this year and as part of her estate, she left a life assurance bond. Upon her death a changeable event occured and the bond was paid out to her executors, me and my sister. I received a letter soon afterwards with a chargeable event certificate within which it gave an amount of tax treated…
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Probate application Questions 7.3 and 7.5 - confused!
Question 7.3 asks for the gross value, net value and net qualifying value of the estate for inheritance tax. I've completed that, no problems having used the online IHT checker tool. But Question 7.5 seems to ask a similar question, and I am not sure what the difference is. It asks for the gross and net value for probate.…
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Has anyone actually got a copy of a DIY will?
I'm preparing a will for my sister and want to make a draft just in case she departs suddenly. Hopefully this will be acceptable in the event as it will be fairly straightforward. After dispersements, the residue will be divided between charities. Has anyone got an actual copy of a DIY will? Thank you
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Aviva and Deed of assigment
I am looking for some advice on a situation I find myself in. Back in 2004 when my children were minors they were bequeathed some money which my then financial advisor put into 2 investment bonds each that couldbe assigned to them at a later date in life. The policies were originally with Axa ( which became Friends life…
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UK Wills Payment of Pecuniary legacies.
In the UK with pecuniary legacies is the order of names in the will important. We have "I bequeath Tom 10000. I Bequeath !!!!!! and Harry £20000 each" . Until the house is sold we only only have £20000 available. Should we settle Tom in full and divide the rest between !!!!!! and Harry or should we pro-rata the total…
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Form C1 Moveable Assets
My son died domiciled in Scotland. He has bank accounts in Scotland and England. Should I list his English accounts under Moveable assets in England. Thank You
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Low Value Excepted Estate and Transfer of Nil Rate Band
Hi, I am hoping someone may assist. My father has recently passed a way and the value of his estate is larger in value than his nil rate band allowance, BUT once we take into account unused allowances (property and assets) from my mother who died 6 years ago, then it's clear no IHT will be payable. My questions would be:…
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Appointment of executor ad non executa - Scotland
Hi everyone. I just had a few questions, maybe someone would know
regarding issues of executors in Scotland. My father recently
passed away and had no will. I was able to do the petition and my
mother (as his spouse) was appointed his executor dative. I’m just
waiting to get some info from the conveyancing solicitors…
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Will and blended family
I have a biological daughter and two step children, all adults. My late husband and myself agreed that when one of us died everything would be owned by surviving spouse and they in turn would leave whole estate to be split equally between the three adults kids. This is what I have specified in my will. My father has…
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Executors problem
Someone has died-
