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Executor ID and house sale
Hi all. I need advice. My dad died in March 24. His three children are executors. We have probate granted in July 24 and received an offer on his house in August. My question is about ID and conveyancing solicitor. We live in different parts of the country. My sister and I had to complete a complicated online ID check with…
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My Will...and Inheritance Tax
Male age 62, living in England. My wife and I have a Will leaving everything to the survivng partner. She had a son who will get everything once we have both gone. The son is not mine and was never adopted even though he is now 40 and I've known him/brought him up from the age of 2. As most of our assets are in our…
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Will wording made understandable
Needing some help to undertand my uncle's last will and testament . I am thinking he may have left a trust? But at the same time i haven't got a clue. I don't understand it all.Last will and testament of xxxxxxx1. I revoke all former wills and testamentary dispositions.2.a I appoint PERSON A to be the executrix and trustee…
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Inheritance Act Nightmare
My father passed away late last year and left his estate to me with his widow (my step-mother) given the right to live in the property and it be maintained and insured from the residuary funds from the estate. His Will is watertight but she is threatening a claim under the Inheritance Act 1975 which is causing me…
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Dispute with co executor of will
My brother and I were appointed co executors of my late parents will. My brother took on most of the duties without any clear communication during probate. Due to personal differences I had concerns about the funds all being transferred into an account solely in his name and without my consent. I visited the branch of…
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IHT400 - needed or not?
Having read the guidance notes for form IHT400 I believed I wouldn't need to complete the form as my late Fathers estate would be exempt because it doesn't meet the IHT threshold. However HMRC have said that I need to complete it as he has left the house in Trust - ie: My mother can continue to live there but when she dies…
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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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Probate - Relying on intestacy rules versus writing a will
My husband is terminally ill and being cared for in a hospice. His will predates our marriage so is invalid. We have no children so he was content that his entire estate will pass to me under the rules of intestacy. He now wonders whether the process would be easier for me if he wrote a new will. Does anyone have any…
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Bequest in the will to a minor - trusts or other options?
My partner is a joint executor for a will that has left £10k to the deceased's granddaughter. She is only a minor so we'd like to put the money into a trust or savings account for when she reaches the age of 18. We have had a brief look at the options available and would welcome recommendations or experience in handling a…
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IHT Liability on death of parent 1 re gifts made to children
My husband and I have jointly gifted £350k jointly to our 2 adult children since 2019, largely for house deposit and capital paydowns. Our wills leave our estates to each other. When the first parent dies, is there a IHT liability for our children out of the first estate? Does probate need to be done for the first estate?…
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Probate Liabilities
We are now at the stage following my mothers death on providing a list of liabilities for my mothers estate to the solicitors. I wanted some clarification on what exactly can be claimed. Am I right in thinking that these are expenses that have not yet been settled? For example my mother was in a care home at date of death…
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Jersey lawyer for Probate.
I hope someone will have some experience of this. I'm currently awaiting letters of administration from UK HMCTS. Most of the estate involved is in Jersey banks.I need to file probate in the Jersey courts. I was thinking of doing this myself as there is a fast-track process which seems quite easy. However, with travel…
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RNRB - is 1st spouse’s RNRB in place automatically?
My wife passed away Nov 2023. Her entire estate passes to me, including our house I continue to reside in. I understand the NRB pertaining to my wife’s estate effectively transfers to me for use ultimately with my NRB in the winding up of my estate on my death. Whilst I’m alive will I need to apply to retain her full RNRB…
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Care Home Fees
My Mum has been in a nursing home for a number of years. The debt now outweighs her assets. Her flat has a charge so is being currently sold. My question is: How much money can be left in my Mum's estate, that the care home or local authority cannot touch? I have been given figures ranging from £23,000, £14,000 and Zero.…
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C1 Confirmation Will
Well, I'd a few short lived moments of joy today when I thought I was going to be finished with the C1 application for at least a week or so! But not to be.... I'm the sole executor of my mum's will. I've got the C1 completed, (it's an exempt and excepted estate) and attempted to hand in to Paisley. They were helpful and…
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Can we ask the executor for a set of house keys?
My cousin passed away in hospital last week, and named my sister and I as the only beneficiaries of her will. I've yet to see the will, but will be meeting my cousin's solicitor (Who is her executor) later this week. The solicitor is keen to get my cousin's house cleared and on the market. As my sister and I live a few…
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Death of my sons dad in the Philippines
Hi. I'm hoping someone can help a little please. I've rung everyone and cannot get any answers. My sons dad lives in the Philippines, he is married with a child. He unexpectedly died this week. He holds English bank accounts, and has work pensions. The wife was saying she had no money, so the in laws gave her the details…
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Meaning of 'no land vested...' declaration when submitting probate?
I found another old thread asking the same/similar question (https://forums.moneysavingexpert.com/discussion/6263736/probate-declaration-land-vested-in-the-deceased), but didn't understand the answer (at least as it might or might not affect me), so rather than hijack an old thread, I thought I'd try a fresh one :smile:…
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Probate declaration - 'land vested in the deceased' ?
I'm currently in the process of completing an online probate application.I'd be grateful if someone could explain what this wording in the decalration actually means in plain English (as I know the other excutor is going to ask me ) ? To the best of our knowledge there was no land vested in the Deceased which was settled…
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C1 confirmation help needed
hi, We lost our mum in July this year and our Dad in January last year and need some help. We completed the C1 and submitted to the Sherriff court but it was returned without any guidance on what was wrong. My mum was the sole beneficiary of my dad's will. My late Dad was the the main beneficiary of my mum's will, with her…