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Rent income on deceased mothers property
My wife is renting out her deceased mother’s house with the rental income going to the local council to reduce large outstanding care home fees. I am the executor and am not sure who should declare the income, my wife via self assessment or the late mother’s estate. Any help would be greatly appreciated.
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AS1 form
Hi folks, my wife was left a house from her late father, now she and her brother are the executors of the estate. We have had the as1 form back, but it has my wife and her brother on it - but he was not left any share of the house? Is this correct please. Thank you.
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Closing a Will trust
I did a HMRC trust registration earlier this year as it was 2 years after my Mum died and in her will she left her half of the property to me and my Brother in trust, with my Dad retaining a beneficial interest. Now 6 months later, my Dad has also died meaning the trust has ended (Dad's will mirrored Mum's so now we are…
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Estate valuation and Probate - chicken and egg?
Apologies in advance if this is obvious to everyone but me, and/or has been asked a thousand times before! The MSE Guide to Probate shows 'Apply' as no. 6, then 'Value the Estate' as no. 8. Logical enough. However, when applying for Probate online, the estate must be valued BEFORE the Probate can be applied for, because…
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More on delays but not just probate
Just to make a change from the many threads on probate taking so long ... Does anyone have recent experience of how long it is taking for a typical DWP investigation where a repayment will be due? For those not aware, if there have been means tested benefits such as pension credit, DWP do not get involved with executors…
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Council tax and tell us once
This is more of a "Sheeesh!" than a question but wondering if this is common. Lost our father in March & did tell-us-once within about a week. Then this Friday 13th received a letter demanding £1.7k council tax for 2024 by tomorrow Monday 16th or face a court summons. So, I guess I have to email plus sit on their phone…
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Advice needed inheritance
We are inheriting our fathers house between me and my 2 brothers, probate is yet to begin so at this time the property still belongs to his estate. I have lived with my father for the last 12 years & lived my life around him & any care he needed though not in any official capacity, both brothers were happy for me to do so…
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Trust and IHT question
My father died in 2015 leaving all his estate solely to his wife (my mother) including property. My mother subsequently died in 2023, leaving 50% of residual estate to myself and the other 50% to my daughter (who at the time was 21), who would receive it when she attained the age of 25, or if she died it would go to her…
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How does AIP work after death
FIL - died recently, since got probate etc FIL & MIL have a DWP letter from 2020 indicating they have Pension Credit and an Assessed Income Period ( can't find any later letters on the subject) and they last 5 years don't they ? His bank account had risen to 30k at time of death - just from pension payments, no other…
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Wills & probate solicitor recommendation?
Hi, we’ve hit some complications in carrying out the wishes set out in my dad’s will and really need some legal advice on our options. Can anyone recommend a good wills/probate solicitor?
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What happens if executor passes away before probate completion
Probate of Mum's estate etc. was being dealt with by a family member (the executor, who was also a solicitor); the only real value in the estate was Mum's house, which was eventually sold. The probate process, as far as we were aware, was almost complete, and the estate's proceeds were just about to divided up equally…
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Giving sibling their 'inheritance' and IHT
My parent died leaving no inheritance, due to care fees. The only thing left was a rental property that she and I owned as joint tenants and which reverted to me by survivorship. My sibling has nothing. At the moment the future of the property is complicated due to care debt (which is a whole other story) but ignoring that…
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Scotland: solicitor letter from beneficiary saying I've to put house on market
Background, I'm executor for an estate which includes a house. The house was occupied until last year by a liferent who has now left. (The house is in an unlivable state, roof leaking, hole in ceiling, carpets wet). One beneficiary lives abroad and has been trying to get across to view house, the other beneficiary lives…
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Will Trust - Registration Query and Grant of Confirmation
My father has just passed away and we are working through the Scottish Confirmation process. It is an exempted estate for IHT with half a share in a property worth £80k (property valued at £160k) and some cash in the bank at £40k. When my Mum passed away in 2014, her share apparently went into a liferent trust formed by…
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Tenants in Common, Percentage Ownership of Property
I have no record of the share of "Percentage Ownership" on a property I own with my daughter as "Tenants in Common" I have checked with Land Registry and they do not require or keep records on the percentage of ownership of properties held as Tenants in Common. I have checked with the Inland Revenue and they informed me…
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Everything Done Now What?
Hi, I've just completed the sale of my late father's house and am ready to distribute funds to beneficiaries, at the time of me applying for and getting probate I was told that the estate would not be subject to inheritance tax the value of the estate came to around £340,000 (as it turns out it is less because the house…
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LPA reduced fee
My husband and I are starting to apply for LPAs, I don’t have an income so may be eligible for the reduced fee. I would have to write a letter stating that he supports me with his income. My question is whether they accept that or just say he has money so he can pay for it? Has anyone had experience of this situation being…
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Writing a Will
Hi all I've hand written my will. I have a couple of questions. Is it 1 witness or 2? Is handwritten ok or does it need to be printed? I've spelt everything correctly and I've dated it. only 1 witness at the moment. The witness is also the trustee. It's a basic will. Everything of mine goes to my 2 children. House,…
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Tenants in common/Joint Tenants and care home fees (mum and daughter)
Hello My mother and I are currently joint tenants of a house (done to help me out initially). I am beginning to think about the future and if (touch wood it doesn't need to happen) my mother needs to go into a care home, would it be better for us to stick to joint tenants, be tenants in common - 10% and 90%? OR transfer to…
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Beneficiary Has Taken Money From Estate Before Bereavement
I am the administrator of my father's estate it should be quite straightforward and a simple division of the estate between 4 children of the estate including me. there is now IHT to be paid as I have used the Spousal Allowance of my late mother. I have a small problem which I hope you can help me with. One of the…
