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Executor - how to 'oblige' parties to hand over info and items?
Hi. Not me, but a friend.She's the executor of a late-friend's estate. She's getting all the info together to apply for probate, but it's become clear that there are some folk who have had dealings with the deceased - loans, and suchlike - and others who have possessions that they took from the deceased's house that they…
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Property valuation for probate
EA valuation £350,000 to £375,000. A house nearby sold at £365,000 without garage only drive way. Mine has got a garage attached to the house. I was going to get three valuations but have been put off by one EA who did not turn and did not bother to ring. I am going with just one valuation, shall I declare the lower…
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Mothers IHT Threshold
I know the answer may not be simple, but wanted to get an idea on mother IHT liability. Her are the facts as I know them: Husband died 2002. I deed of variation put 50% of the house in to the 4 children. Tenants in Common arrangement. Land registry document states ownership as mother and 4 children. Mother has now passed…
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Personal indemnity insurance after death
My father, who was 88, recently passed away and i am the sole executor of the estate. He was a self-employed accountant who had been slowly winding down his clients over the last few years and stopped practising in 2023 (although i think he still did a couple of very small jobs in 2024). I believe we still need to have PI…
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CAP A5C FORM
Please can anyone help me complete this form. The probate has asked to complete this form and return it. my late father only left a house in his will to my mother since my mother has passed away (left no will) and then to me. Applied for probate after my mother's death. The probate received a clause that I'm the executor…
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Family executors unwilling to start probate
My step-dad passed away the back end of 2023 and in his will he named two of my step-siblings as executors in his estate. When he died one of my step-siblings told my mom that they were going to apply for probate. Believing this was true she has patiently waited for news and occasionally tried to stay in touch for updates.…
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To Trust or not.
HELP! I have read many threads on here but none really cover my question so please excuse me if I have missed something. Dad passed away around 21 months ago and his share of his and Mum's house went to my sister and I. So Mum owns 50%, My sister and I own 25% each. Various friends, including a retired Accountant have…
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Being mislead by stonemason?
Hi All, I would like a view on this matter. I contacted the stonemasons that crafted a cremation stone for my late father back in 2000s. I asked them for an estimate for retouching a few letters and adding a new inscription for my mother. The estimate that came back was for redoing all the last inscription (not asked for)…
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Filling IHT
Value of joint assets at time of death was approximately £80,000. Few weeks later mum, got £2,000 from his PB and £1500 from his shares. So what do I put for value of any jointly owned assets.They were transferred directly to mums account. Also mum used his credit card just after he died, she was not aware it will be…
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Selling Family Possessions
Hi wonder if anyone has any advice with regards to our situation? So my auntie has lived with her parents all her life (parents are now deceased) & my auntie will continue to live there. My dad & a different sibling have been made as executors & are now in the process in sorting out probate. In the meantime, we have found…
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Levelling Up - Will Gifting
Hi Forumites... My father unfortunately recently passed away - four children as Executors (incl myself - Child A) . Previously he gifted a plot of land (valued at appx £60k) to Child B on the understanding that once his estate was to be distributed then Child B's portion of £60k be deducted from their settlement amount as…
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Estimates in IHT400
I've just submitted Self Assessment forms to HMRC for the deceased 2023-2024 and 2024-Death (HMRC asked for them as he had underpaid tax). I'm guessing they will take weeks for get back to me with their calcs for tax owed. Rather than wait can I submit the IHT400 with provisional figures for these debts?
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Family member took all Mother inheritance
Hi I am writing this on behalf of my Wife. Her mother unfortunately passed away on Christmas Eve in Scotland. She didnt make a will however it appears she had approx £20k in her bank account. As my Wife now lives in England, She went to see her prior to her passing away however had to come back for work committments and…
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Are there any pitfalls..
The elderly father of a friend of mine is thinking of downsizing his house and buying a small flat He was wondering if there were any pitfalls if he put the flat in his (only) son's name as well as his name as joint tenants There is no wish to avoid IHT or deprive assets, it is simply for admin so that when he passes the…
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Help with father's will now he has passed away
My father passed away and we weren't informed. I am executor of the will and sole beneficiary. My brother has been listed as next of kin, I have spoken to GP and asked to be listed as this also as I need death certificate? I have the funeral plan etc. My brother hasn't spoken to the family in 20 years and will try to…
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Creditor claims against estate?
Our neighbour has been worried by advice she has been given following the death of her husband. I'm not sure she has been advised correctly She is very worried about potential creditors appearing years down the line and claiming against the estate. She thinks that creditors can turn up at any time, with no evidence, and…
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Any point in applying for probate?
My grandmother has just died. I am executor of the will. The only asset is her house which is worth approximately £200000, so is below the inheritance tax threshold. The house has never been registered with the land registry. I have the title deeds in my possession. Do I need to apply for probate as there is no…
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Will writing
Not sure which board to place this? Need to get myself and wife's will sorted. Many offers to send willwriting kit, but solicitors offered close 3900.00. this is too expensive 4 me. There is a charity month october/november. I am just concerned "do i REALLY need a solicitor?" They would say to get it right you need…
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Administrator duties - intestacy - minors inheritance
Hi. I am Administrator for my uncle's Estate. He died intestate. Myself, cousin 1 and the two sons of cousin 2 (sadly deceased) are the beneficiaries of the Estate. The two sons of cousin 2 are 15 and 17 yrs old. This is making the distribution of their shares of the Estate complicated and is delaying the whole Estate from…
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Solicitor is asking for probate to add trustees
Just a quick recap, father died leaving an IPDI. Mum is getting old and might need to downsize or go in a care home. I have power of attorney. As sole owners, she will need to add a trustee to be able to sell.I talked to a solicitor and he said probate is needed, I did not need probate to settle his affairs. It seems I…
