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Land Registry AP1 form help
Hi, I apologise in advance if my questions have already been asked and answered. I think it’s more to the fact I just want to make sure I have everything correct before I send everything. If anyone can help I’d really appreciate it. My Mother has recently passed away and she's left her property to myself and my children.…
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Choosing a Probate Solicitor
I am struggling with choosing a probate solicitor. Normally, when I buy a service, I have more information to go by, but in this instance I feel I am shooting in the dark. Some information about the estate. Total value, after debts, is probably about £600K. I am the sole beneficiary, the executor and there are no other…
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Executing a will where there are existing trusts created by the deceased
My father died earlier this year and I am an executor for his will (along with my mother and siblings). Most of his estate is straightforward and well documented, and his will was very simple, with my mother inheriting everything (so no complications with IHT). After doing some research on the process (including some…
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Death / End of Life Planning
Bit of a weird one here, but hoping people may have advice. TL;DR - how do I plan best to make things simple when I die? I'm 53, the last of my known / close family. My partner and I don't live together; he'd pick up the burden though if / when something happened to me. I obviously want to make this as straightforward and…
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Original copy of Will - returned with Confirmation?
I am just about to apply for 'Confirmation' (i.e. the Scottish equivalent of Probate), and my question is: does the Sheriff's Court permanently retain the original copy of the Will which I need to submit to them, or can I expect them to return it to me, along with the Grant of Confirmation? I'm asking, since I want to know…
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Inheiritance tax and gifts made by parents
I am a carer for my elderly parents and receive carers allowance at the moment. They also give me money which amounts to more than the £3000 pa allowed under inheiritance tax. When they pass away there shouldn't be any inheiritance tax to pay, but how would the tax office know that they have given me this money? When a…
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Beneficiaries not paid total of estate (50 years delay!)
Solicitors have told us that they have recently discovered that £2,700.00 belonging to my grandfather's estate they handled has been erroneously held by their office since 1973. They are offering to pay the executor, now very elderly, the principal, plus the same amount in interest for the 51 years they have held the money…
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Reporting someone to the police for misappropriation of funds of an estate?
Does anyone have experience of this? Quick overview: person died intestate and one of his children became executor and had the letter of administration granted two years ago. They have not distributed the estate to their siblings and when the siblings have enquired when they will receive their money the executor has gone…
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pa17 form
My mother in law used an on line will writing company to prepare the will they were included as executors but filled on a pa17 to renounce, they made the date to renounce as when the will was prepared and supplied rather than when my mother In law signed it ( 5 days later) Probate office want a new PA17 which I have…
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PA17 & Separate Resolution
I'm after some assistance with a probate matter. My mother passed away in 2021 & I was a named executor on her will along with my father & a probate company. I dealt with the will and the company were happy to renounce and completed a PA17 form which Probate Office accepted with no issues. My father passed away Sept 22 and…
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Changing a will
My parents have mirrored wills. Sadly mum now has advanced dementia. Dad wants to change the will , can he do this? My sister has LPA
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CCJ and defendant now deceased.
I am helping to settle the affairs of someone who has recently passed away. Amongst other issues, a CCJ was issued in recent months. This related to a parking issue, as far as I know, it certainly involves a private company involved in policing parking on private land. I am looking for advice on how to process this matter.…
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CGT calculation formulas on property sale
Hi there, We are in the process of selling a house for which I am the executor. I have some questions about the CGT will be calculated which I am hoping somone can help with. I have tried using the HMRC CGT property calculator but it doesn't have the option for telling it that it is a house sold from within the estate, so…
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Probate not applied for after 10 months
I'm being deliberately vague about details to avoid identifying anyone. Dad died Dec 2023, I am his only living blood relative. His wife - who is not my mother - has not yet applied for probate. She has a large extended family - her granddaughters are supposed to be helping her. They organised funeral etc, without…
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Locating my Mother's Will
My Mum passed in January 2021. She had, I understand, a Mirror Will. I just tried to locate a copy on the Probate Search Gov UK and nothing came up. Does being a Mirror Will mean it wasn't necessary for my Dad (or Dad's solicitor) to apply for Probate and/or submit the Will for record?
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Fathers estate - forms before probate?
Hi, My father passed away recently and as the sole beneficiary and executor in his will I plan to go through the probate process alone without and legal help. However, I just need a little guidance regarding required forms prior to going to probate. I am a single child who will be inheriting 100% of my fathers estate. The…
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IHT and CGT
Sorry if this has been asked and answered, I couldn’t find anything similar. I hope someone can clear up a IHT and CGT pickle. Grandma and Grandpa bought two houses in 1970 for £10k each. They live in A, they rent out B. They’re now worth £400k each. Let’s say all other assets total £10k. Grandpa died 10 years ago, and…
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Inheritance Tax with 2 Deceased Husbands
Hi, My mother has lost two husbands to cancer. Her first husband (my father) passed his entire estate to her so didn't used any of his inheritance tax allowance(s). Her second husband passed some of his estate to her and some direct to his kids therefore using some of his. The simple premise of my question is whether she…
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Interest on a joint account paid a few days after death.
My parents had a joint savings account with interest paid annually at the end of March. My Mum passed away a few days before the interest was credited. Does this all fall on my Dad to pay any tax due on it?
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Complicated Inheritance/property
I have been granted probate of my late husband estate, our children are listed as beneficiaries. Problem is the only asset is his previous home which is ex-wife and children are currently living in. The home is mortgaged which finishes in 15 month and it an endowment mortgage. Problem is I'm not on talking terms with the…