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Help interpreting a will
A loved one has sadly passed a way and I am an Executor and trustee named in the will. I am having trouble understanding part 7(b). 6. I give devise and bequeath all my real and personal estate of whatsoever nature and wheresoever situate not otherwisse disposed of bythis Will or any Codicil to it (including any property…
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Changing Executors and IHT with charity bequests
Has anyone had any experience of requesting solicitors named in the will to stand down in favour of family members? We have already dealt with probate for various relatives, and feel we could do this ourselves rather than the solicitors named as executors. I understand it is possible to request this, but not sure how…
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Title Deeds + No Will
Hi, I created this account to get some advice. In brief, my father passed away 2 years ago without a will, he left with an outstanding mortgage balance on our family home (still under his name in the title deeds) which I have finally payed off and the mortgage company have removed their charges from the title…
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LIFE TENANCY
Hi, my mum has recently updated her will, she has 5 children, myself and four siblings. My brother who is 43 still lives at home with mum and he works full time. In her will she has gifted my brother a life tenancy to remain in the property which she owns outright , our question is what would happen if she were to become…
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Estate query relating to Scottish law and disinherited son
Hi, Hoping someone can help again. I am executor for my mum's estate, I have a brother mum removed from her will as there was lots of issues between them. I am led to believe that you cannot disinherit your children in Scotland and I have to give my brother a portion of her estate. If there are three children who have…
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Inherited ISA allowance for multiple ISAs
My late husband had several ISAs accumulated over the years; 8 cash ISAs with 5 different providers and 3 stocks/shares ISAs with 3 providers. I am getting circles in the head from reading the available advice online! Can I open ISAs with each of those providers using the funds that I have inherited from each product, or…
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Probate- Divorce papers req... help
Following my father's death we have applied for probate. No will was made. We have been asked to supply Divorce papers for my parents from 1977. Sn application was made (by my brother) months ago. They have still not even taken the fee. How long should these things take? He says has been chasing and making a complaint. Is…
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Probate Issue - Getting no answer from Probate Service
Hi All, Just wondering if anyone on here has any experience or expertise to share with me. As some of you are aware as of 17th Jan 2024 a probate code is issued upon processing of the IHT400. We do not have a code and I have requested assistance by email three times from the Probate service and also been in a phone queue…
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Probate Granted
Hi. Newbie here. I've been following your probate messages for many months now, while nursing a very sick parent. I'm am alone in this process as my only sibling has been estranged for 27 years. Their decision, and not even advancing years (97) and the ill health of our remaining parent prompted a response. So I am the…
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Signing IHT400 form
Hi, Daft question no doubt, but does anyone know if executors who intend to have powers reserved also need to sign IHT400, or is it ok for just the main executor to sign? I've read the notes on the form itself and in the guidance doc, but I'm still unclear. Thanks
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Death in service
After a bit of advice following a death about inheritance and death in service. Father in law died with no will and no real estate. There was a few small pensions and a large death in service payment. The funeral was paid for based on the payment being split equally between 4 kids. Turns out the youngest has been nominated…
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Caveators Legal cost’s against Estate?
Would it be reasonable for the legal costs of a caveat placed by a beneficiary to be picked up by the Estate as part of a contentious Will challenge.
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Jewellery valuation for probate
Hi all I've inherited some jewellery from my mum, but need to get it valued for probate. Alot of it is of no value (though lovely) - some given to her by me for Christmas/Birthday etc. But there is her engagement ring and a couple of things she inherited from my grandmother that are probably of some value. My questions: 1.…
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Signing Commercial Lease (Scotland)
Myself and my sister are both executors and beneficiaries of the residual estate of our late mother. Part of the estate is an office building my late father bought decades ago to be part of their pension. After his death, I managed the business via PoA with mother effectively a silent sole trader. I have carried on with…
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Can't work out if the estate is excepted or not
I have already sent in an application for Probate based on my assumption that the estate is excepted, but woke in the middle of the night wondering if I'd misunderstood and whether I should start drafting some forms before I wait for the response from the Probate office. The estate I'm executing is as follows: - deceased…
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What happens upon death of spouse?
Father in Law (92) is in hospital - he may get better, but may not.Mother in Law (88) is still coping reasonably.They still live independently in their (owned) rambling 4 bedroom house as long as 'we' do the shopping and ferrying for them.They have a will in place and we have both LPA's for them both.I *think* that the…
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Letters of administration - is it needed?
My brother aged 54 died recently. He was single, never married and had no children. He didn't own property and had about £2100 in his bank account which is being used towards the funeral costs. He also had a couple of private pensions totalling about £6k. Do I need to apply for letters of administration or is this not…
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IHT
When there is property held by an unmarried couple ( or siblings etc.) as Joint tenants and one dies, is the whole value of the equity/ property counted for IHT purposes? Say the deceased had life cover ( but hadn’t written it in trust ) of £350k and there was also £100k of equity in the property - would there be an IHT…
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Help with simple probate…….a bit lost
Apologies in advance but I’m getting somewhat confused by online guidance. So Mum died in Feb. She had a will leaving it all to her husband, now deceased, then to my sister, also,deceased, and I with me and my sister as executors. She had no property and her estate consists of a few thousand in the bank account (already…
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Changing executor on a will. Would a codicil be sufficient?
We last wrote our wills (husband and wife, mirror wills) when are offspring were children. The will named our solicitor (who wrote the will) and a sibling as executor. Now the offspring are responsible adults, we would like to make them both joint executors. We have no need to change anything else in the wills, though some…
