-
DIY Probate
Hi, just completed above online, absolute breeze ( I hope), about 60-90mins tops, I must stress it is a straight forward uncomplicated will, my wife being the only benificiary, the estate calculated just under IHT limit. Question I have are regarding the documents needed to be sent on, the request is for the original will…
-
4 years on and still no closure
Hi a very long and upsetting matter, but I will attempt to explain in short and ask my question. Also when I say mum, this is in fact mother in law. Mum and her partner purchased a flat from local council many years ago. Council then carried out essential repairs, and as part of purchase agreement, owners were required to…
-
C1 Confirmation without Estate
A pension company has contacted us saying a Lump Sum Death Benefit may be available on behalf of my late father. They have stated they require Confirmation for this process to be completed. They have said the sum is at the discretion of the Trustee and should not be viewed as part of my late fathers estate. With this being…
-
Do i need to apply for probate?
My elderly Mum died in her carehome on sunday aged 91. She has savings in the Halifax, one fixed rate isa (1 yr) with £17500 in it, a current account with £930 in it and an instant saver with £950 in it . She also has about 696 Halifax shares with equiniti that arent worth a lot at the moment. I looked after Mum for three…
-
Will Beneficiary
My father passed away last September, I lost contact with my father a few years ago, I have purchased a copy of his will from the gov webiste and I am listed as a beneficiary, I have contacted the company whom did the will to say I lost contact and have moved a few times, but not getting a reply. Do I need to just wait to…
-
2 years since death of both parents and wills have not even been submitted for probate = Despair !
Ill try to condense 2 years+ and open this up for anyone that might have something they can suggest. Dad died Jun 21 - Mum died Feb 22. They were together 65+ years. Dad left money and property which went to Mum along with beneficiary splits between 4 siblings 49% 49% 1% 1% (I was a 1%). As Mum lived after Dad she…
-
Form INT 411. Shares schedule
My dad used Hargreaves Lansdown and Barclay smart investor. on form INT411 do I list every single item on the list like Whitbread vodaphone etc. or do I just write, Barclays Smart investor 3000, total.
-
Executor Accounts & HMRC
While administering my late father's estate I found it difficult to set up special executor accounts and was told it wasn't necessary. I did set up an account with NS&I in my name and called it "Executor Account" in to which I transferred my father's NS&I accounts as they were closed. This account has subsequently accrued…
-
Winding Up Estate and Accounts
Finally moving to apply for a probate for my mother's estate. She was the last surviving parent. Will was pretty much leave some money to a couple of charities and grandkids (oldest is 14) and residual to myself and my sister. She and I are the only kids and both exec though she has no interest in being one and I've…
-
Who does rent belong to when one Tenant in Common Dies
Hello all I have surfed the internet for answers on this but unable to find what I am looking for so hoping some one here may know. Tenants in common. 1 owns 40% the other owns 60% Owner of 60% dies and leaves their 60% share of property to beneficiaries (direct relatives). Will states that the 40% owner can remain in…
-
iht400 forms
Morning, I’ve sent off the the iht400 forms and the associated schedules. Fingers crossed I don’t have to wait more than 20days to get the reply back. I couldn’t get on with trilling the online form in, so I've filled them in manually with black pen-will it make any difference to the timescales does anyone think? I will…
-
Listed stocks and shares INT 411
Form INT 411 has two pages. Page 1. List here any UK government securities that the deceased held. For example, Treasury Stock, Exchequer Stock, War Loan and any other stock held on the Bank of England register. Also include any municipal securities, mortgages, debentures and stock held in countries, cities and towns,…
-
Solicitor cannot locate original will
My mum appointment solicitors executors 10 years ago, I have a photo copy of the signed will that solicitors gave her and I would assume that given they are executors they would have kept the original This is what she always told me. The solicitor was taken over a year or so ago and now the new company cant find any…
-
Estate left to sister in Will - ISA and allowance
My uncle passed away back in February. We've gone through probate and are expecting the grant any day now. There is no property involved and savings under £55k - £22k of the savings is in an ISA. Will my mum as executor (and only beneficiary) need to open an ISA to receive the £22k that's in the ISA currently and will she…
-
making a will
Hi all. Having spent over a week in hospital with a nasty water works problem, I was asked by my sister yesterday if I have made a will. (blunt and too the point.) I do not currently have a will in place, and its something up to this point that I've not thought about. so can I ask for any suggestions on making a straight…
-
Property sale, inheritance tax
Can someone please advise on the following situation? Parents are married. Parent 1 dies and everything is left to Parent 2 (house and savings) so the 500k inheritance for Parent 1 is unused and can be added on to Parent 2. Parent 2 then sells the house and goes into rented. When Parent 2 dies can the 1M allowance still be…
-
Some questions about where to declare random payments
Good evening all. Feeling a bit poo at the moment filling out iht forms. Just some quick questions - where would i declare the following please : 1. Overpayment of a private pension (NHS), several payments were made after my father passed (needs to be repaid once probate is granted). I thought this was sorted through Tell…
-
Will
I don't suppose anyone can explain this clause from the will for me please? "Power to make any such appropriation as is authorised by section 41 of the administration of estates act 1925 but without being required to obtain any such consents as are referred to in that section (and even though one or more of my trustees may…
-
Stuck on math problem
Believe it or not I have a degree in English, and this Inheritance tax jargon has me flummoxed. What is the answer to this? Q14. Enter the value of the residential enhancement for the person whose estate you are dealing with now. It’s 175000 Q15 Multiply the value by the percentage at question 13??? Which is 100.0000 Ive…
-
Solicitor refusing to distribute to executors - and refusing to refund overpaid IHT
Thanks in anticipation for any replies and help... We are coming to the end of an extremely arduous experience with our probate solicitors. Long story short, we have complained about two major acts of negligence during the process that we discovered - plus the poor service and behaviour of our case handler. After thorough…