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Probate application - executor
Hi I'm applying for probate over my husband's estate (needed due to company shares) I'm near the end and adding info about the will I am the named executor, but it also states Are there any other executors named? You must make sure to include every executor named in the will, including anyone who: has died is not applying…
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Historic Property Charge
Hi I am trying to remortgage and I have been told there is a historic charge on property from 2009. My partner who I owned the property with then died in 2009 and the debt was settled. I do not have any evidence and I do not recall who was the finance company. The solicitors who filed the charge are no longer in business,…
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Applying for both RNRBs when probably only one needed ?
Following the recent death of my mother, I'll be dealing with her estate and so will probably be asking questions on these boards over the next few months. Having had to apply for probate for both my late brother and father in recent years, I'm intending to deal with it all myself rather than engage a solicitor. I had PoA…
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Changing Mirror Wills
Just a quick question I hope! Myself and my husband have mirror wills that we made 16 years ago. We would like to change one thing which is what happens if both of us die together. We would like to leave our estate to charity rather than my husband's grandchildren. Would this be a codicil or completely new wills? Many…
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Applying For Probate
Aunt and Uncle (in law) made mirror Wills whereby each was the executor for the other and inherited the entire estate so long as they survived by 30 days. If they didn't then I was executor with the estate being split between various people. Uncle died in May this year and nothing much was done beyond using the Tell Us…
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Probate error
I need to withdraw from the probate application I have done online, I applied sent original will . However they have come back asking questions that are out of my understanding, decided to get a solicitor to do it as I should have done in the first place . Am I right in assuming I won't get the fee back and will need to…
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Did anyone else find dealing with companies as an executor upsetting?
I went through probate for my late father last year and, alongside the actual admin, found the way some companies handled it genuinely upsetting. I was regularly addressed by his name, ‘extra care’ teams were nothing but and I was cheerily asked by an estate agent: ‘So who’s moving then?’ when they knew it was a probate…
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Husband - Probate - Ltd Company
Hi My husband passed away 6 weeks ago. We had mirror wills, I am the executor - everything is left to me. All savings / house was in joint names, so technically no probate needed - however We ran a small online Ltd company between us 50% each I have to apply for probate to get the 50% shares legally into my name - I've had…
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New wills, all clear and easy... but...
We're redoing our wills. It'll be mirror wills, all very straightforward as we're married and have no kids or other dependants. So far, so good. The problem starts with the clause where the surviving spouse dies within X days of the other. This has a long list of charities with their respective gifts which we have created…
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Deed of Variation
I am posting this to clarify the 2 year rule. I and my sister inherited a house from my father who died 3 years ago. I am the executor of his will. I have the probate of my father. The house is still in his name. My sister, who was married with no children, died 6 months ago with no will. Information obtained from Land…
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Do I need to complete IHT 400
Father died in 2007 and used £150k of his nill rate band by passing his share of the house to children. The total estate value for probate was £240k. So 90k was inherited by surviving spouse. Now mother has died with total estate of 50% home worth 300k and 80k cash and investments. No gifts or other complications. So value…
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The correct steps to follow with probate
I have read info for hours and hours on MSE, gov website etc. admittedly I may have missed and forgotten things along the way. I have read lots on the forums but every situation is slightly different etc. I am coming on here for some guidance, if possible. I will try keep this as simple so people don’t switch off half way…
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Small estate query.
Hello, Dad died just over 2 weeks ago, and as his previous POA it was agreed in the family for myself to inform his bank and apply to distribute his money etc under the small estate policy they hold. Called the bank this afternoon for an update, to be told that someone else has also registered his death and applied to be…
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Do I have to apply to be appointed as Executor Dative for my husband's estate?
Hi I am hoping someone can advise as I have had conflicting advice. My husband died intestate. Do I have to petition the court to be appointed as Executor Dative or, because his estate will all come to me, do I just have to submit the C1?
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Working out house tenants in common share for inheritiance tax or probate.
HMRC's IHTM15082 says the share in a tenants in common house is proportional to the money they put in. So how do you figure out the deceaced share 40 years after purchase with no deeds as its registered at the land registry only showing Form A restriction wording.
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Validating a Will after marriage/CP
Would appreciate some advice as i'm freaking out a bit. 2 years ago me and my partner got a mirror Will done each ( through WillAid) it was free with a small donation. Very simple Wills, we have no children. Since having that done ,we've got a civil partnership. Which will now cancel out the Wills. BTW the solicitor is one…
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Succession act Scotland
Hi can anyone tell me why you are advised by deceased's lawyers to seek independent legal advice regarding entitlement to a share of a parents estate under the Succession Act in Scotland? Also, if sought, would there be charges for that legal advice and if so roughly how much? The inheritance is likely a small amount of…
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Trust Wills
Good afternoon, Our circumstances have recently changed so we need to make a new will. It is my wife and I. We both have one (adult) child from a previous relationship. We have recently moved into a new property, which we own outright. Our previous property was in my name only. But this one is now in joint names. We are…
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Probate issue
Hi Everyone, I’m hoping someone is able to offer some advice or suggestions regarding an issue we’re having regarding probate please. Our mum passed away in November of last yesr. We’ve been struggling to get probate approved but and don’t know where to get help. Our mum never had any English tutoring and only had a basic…
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Obtaining a physical copy of the grant of probate
I instructed a solicitor to act for me in obtaining probate and house sell etc of my late mothers estate . Everything seems to be progressing as expected and an online search shows that probate has been granted and gives a number. Is that all the notification I will get or do I get an actual physical copy ( if this exists…