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pa17 form
My mother in law used an on line will writing company to prepare the will they were included as executors but filled on a pa17 to renounce, they made the date to renounce as when the will was prepared and supplied rather than when my mother In law signed it ( 5 days later) Probate office want a new PA17 which I have…
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PA17 & Separate Resolution
I'm after some assistance with a probate matter. My mother passed away in 2021 & I was a named executor on her will along with my father & a probate company. I dealt with the will and the company were happy to renounce and completed a PA17 form which Probate Office accepted with no issues. My father passed away Sept 22 and…
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Changing a will
My parents have mirrored wills. Sadly mum now has advanced dementia. Dad wants to change the will , can he do this? My sister has LPA
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CCJ and defendant now deceased.
I am helping to settle the affairs of someone who has recently passed away. Amongst other issues, a CCJ was issued in recent months. This related to a parking issue, as far as I know, it certainly involves a private company involved in policing parking on private land. I am looking for advice on how to process this matter.…
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CGT calculation formulas on property sale
Hi there, We are in the process of selling a house for which I am the executor. I have some questions about the CGT will be calculated which I am hoping somone can help with. I have tried using the HMRC CGT property calculator but it doesn't have the option for telling it that it is a house sold from within the estate, so…
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Probate not applied for after 10 months
I'm being deliberately vague about details to avoid identifying anyone. Dad died Dec 2023, I am his only living blood relative. His wife - who is not my mother - has not yet applied for probate. She has a large extended family - her granddaughters are supposed to be helping her. They organised funeral etc, without…
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Locating my Mother's Will
My Mum passed in January 2021. She had, I understand, a Mirror Will. I just tried to locate a copy on the Probate Search Gov UK and nothing came up. Does being a Mirror Will mean it wasn't necessary for my Dad (or Dad's solicitor) to apply for Probate and/or submit the Will for record?
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Fathers estate - forms before probate?
Hi, My father passed away recently and as the sole beneficiary and executor in his will I plan to go through the probate process alone without and legal help. However, I just need a little guidance regarding required forms prior to going to probate. I am a single child who will be inheriting 100% of my fathers estate. The…
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IHT and CGT
Sorry if this has been asked and answered, I couldn’t find anything similar. I hope someone can clear up a IHT and CGT pickle. Grandma and Grandpa bought two houses in 1970 for £10k each. They live in A, they rent out B. They’re now worth £400k each. Let’s say all other assets total £10k. Grandpa died 10 years ago, and…
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Inheritance Tax with 2 Deceased Husbands
Hi, My mother has lost two husbands to cancer. Her first husband (my father) passed his entire estate to her so didn't used any of his inheritance tax allowance(s). Her second husband passed some of his estate to her and some direct to his kids therefore using some of his. The simple premise of my question is whether she…
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Interest on a joint account paid a few days after death.
My parents had a joint savings account with interest paid annually at the end of March. My Mum passed away a few days before the interest was credited. Does this all fall on my Dad to pay any tax due on it?
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Complicated Inheritance/property
I have been granted probate of my late husband estate, our children are listed as beneficiaries. Problem is the only asset is his previous home which is ex-wife and children are currently living in. The home is mortgaged which finishes in 15 month and it an endowment mortgage. Problem is I'm not on talking terms with the…
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Unable to find will or deceased daughters at moment what can we do about funeral?
My brother died earlier this week.He was found after neighbours reported not seeing him and being worried. I identified body and made witness report and we are now waiting on coroner. We have keys to his house and have tried to look for a will but have not found anything. He was estranged from his daughters who are in…
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Inheritance Tax - claiming exemption FA 1986 s102b(4) - form IHT403 & IHT404
Hello All,I'm dealing with my father's estate and have some questions which I'm hoping to get some help with. As background, I've lived in the same house with my parents all my life (I have a health condition). Back in 2002 they changed the ownership from them being 50/50 joint tenants to the 3 of us (my dad, mum & me)…
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Scotland - how long from death to funeral currently?
I know there's going to be a lot of variation but does anyone have recent experience of how long it's taking from death to funeral at the moment? A not-close family member has died and I'm looking at the calendar wondering what I might need to move. When I was growing up in the West of Scotland it was always very quick (my…
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Inheritance tax when the property value is half held in trust
This must be a common question, but I don't know the right terminology to google it... My mother married a man (my stepfather) who had his own family, and the terms of their will was that if either die, the other could live in the house but on their death the value of the property would be split between the remaining…
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Address on Will/Trustee and executor?
Hi all, Does anyone know of a free or very cheap PO Box or similar or perhaps another option? As my mother is doing her will and has asked myself to be a trustee and executor. I am happy to do so but would prefer a Care of Address or similar due to reasons complex to explain. Does anyone know of a low cost or free PO Box…
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Deceased dies Intestate - Personal Representative
My brother-in-law died a week ago intestate…certainly as far as we have yet ascertained. He has no spouse, children or grandchildren. He is survived by his mother and sister (my wife). He has no property but across all savings and investments his estate is likely to be £40k-£50k (so administration most likely required).…
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hmrc mistake - probate asset value is wrong
I just received my unique probate code from hmrc and the value of assets for probate is wrong. Just to be clear it is correct on the iht400 but someone at hmrc typed in the wrong figure in the letter. It's annoying that they did this because we paid the iht early so we could apply for probate asap. So my question is should…
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digital will
I have paid £1.50 for the digital will service, I am wondering how I access this? Is it emailed to me, or do I have to log-in somewhere. It wasn't clear on the form how this would be 'delivered' to me. Thanks.
