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When do I need to inform the banks (particularly NS&I) of my mother’s death?
My mother passed away about 6 weeks ago. Until then I had Power of
Attorney and handled all her finances. I’m executor of her will. I’ve registered her death and have multiple copies of her death
certificate. I’ve had her cremated and am in possession of her ashes. I’ve contacted the “Tell Us Once” service and her State…
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Struggling to collect inheritance.
My mother lived with me a number of years before she died. I made sure her tenancy rights were documented legally. I thought it best at the time to remove myself from sorting her will and it was the only thing I left my brother to tidy with the solicitor. She died a year ago and only then did he tell me that he did not do…
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Dispute with exceutors who are solicitors
After my fiancée mum past away she and her sister are joint executors of mums will with a firm of solicitors who are not very cooperative with regard to probate. the ladies have since done a lot of work already around probate issues. How can this dispute be resolved with it affecting the beneficiaries losing out on funds…
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partially disclaiming a gift in a will
I'm in the process of dealing with my late father's estate which contains a house, money in banks and investment funds. In addition to my father's NRB and RNRB all of my late mother's NRB and RNRB are available so there are no IHT liabilities. My father's Will gifts all of his residual estate (basically everything) to…
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Inheritance tax & gifts
If you have gifted a child, grandchild an amount of money in excess of the £3000 tax free limit a year & you then die, does you estate / receiver of the gift pay tax on that gift, if your total estate value falls under your inheritance tax limit & the gift was made less than 7 years before your death?
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Probate and Letters of Administration
In the months (maybe a year) up to my mother in laws death, she changed her will to name two of her grandchildren to be executors rather than her eldest son. The family are now estranged and no longer communicating. At her death her will had gone missing - however, it allegedly was found weeks later but two of the…
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Wills
Hi, firstly: I have one full brother and 2 half brothers. If I died intestate am I right in thinking that only my full brother would inherit anything I have because I'm not married, have no children, and parents are deceased? Secondly, I hate the idea that anyone can check another person's will after they've died. So, can…
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Younger sibling and financial fairness?
Hi all, I am one of four adult children (all brothers). There has been significant inequality in the amount that my youngest brother has received from my parents in terms of financial support, as well as time and emotional support, particularly in the last decade. For example: * Two years ago, my parents bought a property…
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house registration
do i have to register my house with the land registry by law? as i have the full deeds in my possession and we are the sole owners with no mortgage? and it is freehold.
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Probate Application
Hi A probate form was posted to the Probate Registry on 3 April, 6 weeks ago. To date the cheque that was enclosed has not been presented. I'm wondering if anyone knows if this is normal or should I be concerned. I emailed them but no response. Thanks for your help
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C1 Query for Confirmation in Scotland
Thank you for responses to my previous queries. I am now stuck on the following. When I entered values in each of the boxes 23 - 25, I entered the value from '15' in each, i.e. the same amount. I received a response from the sheriff's office with a large question mark. What goes in these boxes? The sheriff seemed to place…
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Executor with reserved rights issues... liability!
Seeking some help on my liability for bills arising from settling an estate. My mother passed away 18 months ago and had a married couples mirror will with her second husband. MH (wont call him step "dad".... !! ) . The wills passed their whole estate to the surviving partner. The exception being that 50% of the marital…
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Help ‘executing’ a Will - Property in Trust
Thanks in advance and apologies if this is covered elsewhere - I have tried searching. My grandfather passed last year survived by my grandmother and his Will instructs that his share of the property go to his Trustees to hold UPON TRUST for sale but that my grandmother may continue to live there as long as she wishes.…
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Query about inventory when council property had to be vacated in Scotland
Hi, Hoping someone can help. I am having problems with the section of the C1 regarding inventory of moveable estate. I live in London, my mother was in Aberdeen in Scotland. I know I do not need to pay inheritance tax as mum was well below the threshold. When she passed away, she was living in a council bungalow, due to…
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How do I find a beneficary?
A beneficiary in my relatives will needs to be found. I have an address, but no door number. I also have a full name. How can I get in touch with this person?
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Online probate application - estate valuation & query re transferable nil rate band
Hello all. My mother has passed away and I am dealing with probate application on behalf of my brother and sister (who were also named as Executors but are leaving it up to me). I have two queries - probably rather naive but here we are... 1. The online form looks very simple. My mother sold her house when she went into…
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Assent and forms required
Hi I am in the process of applying for probate as my father passed away and I am named in his will as the beneficiary of the house. I used to live with my father and intend to therefore still stay in the house and not sell it on. I wanted to know then what I would need in order to put the house in my name? A quick look…
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Buying a properrty going through probate
I am downsizing & have got an agreement to buy a property privately, currently going through probate. Solicitors details were exchanged last Friday. Probate applied for end of January, further info sent in end of April. Executors solicitor is dealing with the probate. I am trying to decide when to put my property on the…
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Buying out an Interest in Possession Trust
Could I please have some advice re the following scenario. A house is owned by husband and wife as tenants in common. The wife dies leaving her half of the house to the husband in an Interest in Possession trust. On the death of the husband the house will pass via the trust to a single beneficiary. The husband wishes to…
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Utility bills after death of tenants in common
My parents have died but my brother owned a percentage of their home. While we wait for probate and then future selling of their house takes place should all bills come out of their estate or just the share that my parents owned?
