-
PA1P question about "settled" land.
Hi, I am currently doing the probate myself on my dad's estate. He and my mother owned their house as joint tenants and he left his half of the house to my brother and me in his will. The will says that my mother can continue to live in it as long as she is still alive. I have downloaded the paper version PA1P in order to…
-
Moveable estate
Hi my late partner of 14yrs passed away in Cyprus, we live there. He had a Cypriot Will which was to be construed in English Law. His Will deals with immovable property but does not mention moveable property. We jointly own a car. Who inherits the car? He has 2 adult children from a previous marriage. I have been granted…
-
How long for banks and investment funds to release money (after probate)
I have probate for the estate, and have written to various banks and funds to request they transfer the money held to the executors. Can anyone advise how long it normally takes for the funds to be released? I have numerous creditors clamouring for payment of outstanding bills; the probate took seven months so I don’t…
-
Probate granted in 2021, no money received
Probate was granted in July 2021. I haven't received any money from the executor yet. It's likely to be max 15000, maybe less. What action can I take please, and is it likely to be successful? The executor does have sufficient funds.
-
Deceased self assessment questions
Hi, In November 2022, a relative passed away and left a valid will with a solicitor as the executor. The relative had three properties, one was their main residence, one had a tenant and the other was empty. The executors continued with the rental income untill the property went on the market in July/August 2023, when the…
-
A loved ones national insurance contributions
I'm not sure how correct this is but I was chatting to a taxi driver and he informed me his wife had passed away and he was able to claim back her National Insurance Contributions that she had paid when living and he received his first payment in a lump sum He said he had been advised by emailing this site. Cant find any…
-
Home insurance during probate + lodgers
Hi All, My mum recently passed away, she had 2 lodgers (a law student on a via and her husband) who were introduced through a friend. She charged them minimal rent and they helped around the house and kept her company. Anyway, i need to insure the house and the current insurers are quoting £900 per year, they were charging…
-
Help with letters of admin P1A1 form
Can anyone provde an explanation of the values entered in 6.3 and 6.5 below on the Letters of Administration form PA1A. Unfortunately its not obvious to me, I cant find the help explanation referred to in the sidebar for this form and the probate offfice dont answer their phones. Thanks
-
Applying letters of administration/probate
We are just filling in form PA1A (probate application without a will) and the last couple of pages (p.16 and 17) there are 4 questions ‘have you completed the following forms: IHT400 and IHT421 (Inheritance tax and probate summary - none to pay) IHT207 (if the deceased had a permanent residence abroad - no) IHT205…
-
How to transfer cash value in property
Hi My Father in Law recently passed away without leaving a Will. We are in the process of applying for Letters of Admiminstration. Father in Law was divorced, and as part of the divorce settlement he was given a cash value in the family home of around £45k. So if the family home was ever sold he would receive the cash…
-
USA shares and UK IHT
Are US shares and associated balance of dealing account (dollars), e.g. NYSE listed shares held at Etrade, treated as foreign assets for a UK citizen for IHT? I assume they are subject to UK IHT? Should they be put on IHT417 or should I just convert $ to £ on day of death and include on IHT411? Thanks
-
Letters of Adminitration Process
Hi This has probably been asked many times beforfe but the forum search is very slow. Ex-wife has died with no will. Two daughters. 1. I know that LOA is equiv to probate without a will. But is the process different in that LOA is applied for at the start to give authority to an administrator to gather finance info from…
-
can we transfer a relative £18k as per mums wishes
My mother in law passed last year and left her estate to the 3 children (my partner being one of them). Mum wanted a sum of £18,000 giving to a close relative (mums ex daughter in law) and the 3 children agreed to do this. It isn’t documented in the will. plan was to either transfer the full £18,000 from the executors…
-
Problems with Premium Bonds
My sister died in 2013 and I am the executor of her estate. I found out she had Premium Bond holdings under two account numbers and two addresses. I went through the relevant claims process, but only one of the accounts (the smaller one) was settled. I only knew about her main account which had £7k in it and she wanted…
-
Waiting over a year for HMRC assessment
Hi Don’t know if anyone has any experience or knowledge of this who can advise… I am an executor for a will, along with my partner, which is being dealt with by the family’s solicitor. Part of the estate was held in a life interest trust. We have been waiting for this part of the estate to be assessed for (presumably)…
-
Italian Social Services
This will sound like a soap opera, but I will try to be brief. My father-in-law is an Italian citizen residing in Italy. He is 90 years old with a host of issues, mostly mental health related. Since my mother-in-law died last year, he has gone off the rails completely, so much so that the family from whom he rents an…
-
Souinds wrong
Ill keep this short as , friend of mines father inherited large sum of money . 6 months later he passes away , His wife still alive at 91. Fathers will states all money he had goes 4 ways inc a quarter for his wife. Wife cant stay in house has to go into home. House sold all proceeds from house sale go to wife nothing to…
-
Bond of caution - cost
Hoping someone could help. We are resolving my late father in laws estate with my husband as lay executor. We have submitted the application for a bond of caution for the estate which is approx £180k. Does anyone have any experience with the cost of this? Obviously we are having to pay upfront then claim the funds back…
-
Grant of Confirmation name issue
Hi all. I've read through the thread and had a bash at submitting a Grant of Confirmation C1 for my deceased mother. It went to Paisley Sheriff court and was sent back with the caveat that the name differs on the C1 to that in the will, which I was fully aware of, but haven't interpreted the guidance notes correctly it…
-
Cannot move money at Hargreaves Lansdown after death
My father died in March. It turns out his will was last done in 1986, and one of the 2 executors is incapacitated (dementia). That same executor was a solicitor at the legal firm that created the will. We have been through 21 different financial institations. but Hargreaves Lansdown are the only people who have insisted on…
