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Council Tax and probate
Hi, both my parents have sadly passed away and I’m currently waiting for probate to be granted so we can sell their house. When they died my daughter moved in (this was only temporary and the house was always going to be sold). She was paying the bills, including the council tax. However, she has now moved out and the…
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Executor Dative - looking for advice on the process
Hi - I'm looking for some advice. If anyone has successfully negotiated the process to become an Executor Dative via a Sheriff Court in Scotland, could you please answer the following questions: 1. which form must I use and where can I find it? 2. what evidence did you provide to substantiate your application? 3. how many…
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Who pays when the estate has nothing?
A relative died without a will as there was almost nothing left in the estate - approximately £3,000 which didn't cover the cost of the funeral. They owned a house which had been remortgaged under a capital release mortgage and is now worth less than what is now outstanding on the mortgage. There was no will but the family…
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House trust
Hi, we’ve had advice on a ‘free’ mirror will. Obviously there are chargeable add on elements. 1 option is to put our house in trust. I cannot find enough information anywhere to decide on this. Cost is £3k so big decision. Reasons for; avoid son losing his inheritance to care home fees and also avoid if he divorced our…
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Probate House Sale
we have put an offer in on a house back on 12th April 2024 and the offer was accepted. We then were informed that the house was going through probate and it had been submitted 2 weeks prior to us putting in an offer. (we didn't realise that the house was a probate house until after the offer was inputted) the estate agent…
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Transferring ownership of a property.
Transferring a property into one person’s name My sister and I inherited a maisonette from our late father. I’ve been living in it for the last 8 years. The flat is in a run down state and requires gutting and complete refurbishment inside and out. My sister and I have agreed that I give her 50k and transfer the property…
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Selling house to pay for care home
Hi, Our mother is the one asking these questions when we are suggesting selling the home, so please, no insensitive comments. Our mother needs to go into a care home. At a guess the house will be worth £500 - £600k. It's her only home. If she sells it, I don't think there would be any capital gains as it is her only home.…
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Inheritance tax?
What is the maximum amount that I can leave my two sisters before inheritance tax is due? Thanks.
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Contesting a Will - Ireland - Help/Advice Needed
I'm hoping someone can advise me. Two years ago, a family member of mine passed away and I was the sole executor of the will, inheriting everything as the closest relative. Around 2 months later, a stranger emerged and contested the will, alleging that the entire estate had been bequeathed to them. This raised red flags…
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Applying for confirmation in Scotland
Hi All, I am trying to get confirmation for my mum's estate but having difficulties. I submitted forms C1 and C5 along with the relevant documents but they have today been returned by Dundee Sherriff Court with a letter saying that they are unable to process the application in its current form, but with no explanation as…
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Saturday valuation of shares for probate
If a person dies on a Saturday when the Stock Exchange is closed, should the closing price on the Friday before or the Monday after be used to value shares for probate? Thanks
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Lasting Power of Attorney preferences instructions
This discussion was created from comments split from: Lasting Power of Attorney question.
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Digital legacy and assets
Hi. I, like lots of others, have various digital accounts like facebook, linkedin, amazon,nectar etc What is the best way to leave access to these after i died? I dont want to write down passwords for obvious reasons but equally i want it to be straightforward for my executor to acccess. Any suggestions gratefully…
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Lasting Power of Attorney question
My DH and I are currently filling in the forms for a LPA. My husband is currently working and plans to retire in about a years time. I do not work, and apart from a couple of part time jobs have not worked for 26 years. Any money either of us has is in joint accounts and is considered 'our' money. This will continue when…
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Care home top up fres
My Mum passed away on 2/7 and was always adamant she owed top-up fees to the care home my Dad was in for approx 18 months (he died in February 2017). Would this debt now be passed on to her estate to be paid? How would we find out about it?
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Life Interest Trust, Land Registry changes required?
Hello, Hoping from some more guidance form the forum as I work through my father's estate. He and my mother (who is still alive) held their house as tennants in common and had mirror wills, each one leaving their half of the house to my brother and I, but with the stipulation that the surviving spouse can live in the house…
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Help regarding probate forms etc
Hi wonder if someone can confirm what forms I will need to complete regarding probate etc as the gov website is like a minefield. My mother passed away in December 2007 there was no will and everything passed to my Father who has recently passed away. My Father left a will and we have a property to sell which has been…
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Will Trustees and Creditworthiness
A father has passed away and left an immediate post death interest in possession Trust (mirrored with the surviving spouse who is the life beneficiary). There are three children who are identified in the Will as Executors, Trustees and Beneficiaries in equal share. Two of the three trustees are concerned about the other’s…
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Deceased Person's Investments
LOST PAYMENTS! My mother died in October 2022. She had fairly substantial holdings with large UK investment companies from which she received regular monthly dividend payments as her income. The investment companies were notified of her death and sent a death certificate within two weeks. This was also done at my mother's…
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What value to use for CGT after getting Grant De Bonis Non
Hi I'm seeking guidance please. I have recently been granted the above and trying to progress administration of my late mother's estate who died over thirty years ago, the then administrator died without completing the job.At the time of my mothers death there was no IHT payable as her house value was below the IHT…
