Have I covered everything?

Solarjunkie

I am executor for my mother. Very simple estate. bless her, no debts, no bequests, no - well, most things. Everything has been left to my father, the bank has seen all the papers needed to release the funds to him, so I do not need to apply for probate. Well below the inheritance tax threshold.
Is that it? Am I missing anything? We have sent back her Blue Badge, I just can't think of anything else, I would hate to find out in the months to come I should have done something else now. There is plenty of information about how to deal with tricky situations, but not so much for the not-so-tricky!
I would just like to know I have ticked all the boxes.
TIA

p00hsticks

Contact DWP if she was claiming a state pension (this may have been done via the 'tell us once' service when registering the death). Also HMRC, any private pension providers and life insurance policy companies

Solarjunkie

State pension - told them once
HMRC - have confirmed no income tax to pay
No other pension or insurance.

I read somewhere you might have to declare IHT even if it's not going to be paid? Or do you, if it's not going through probate?

Yorkshireman99

Solarjunkie wrote: »

I am executor for my mother. Very simple estate. bless her, no debts, no bequests, no - well, most things. Everything has been left to my father, the bank has seen all the papers needed to release the funds to him, so I do not need to apply for probate. Well below the inheritance tax threshold.
Is that it? Am I missing anything? We have sent back her Blue Badge, I just can't think of anything else, I would hate to find out in the months to come I should have done something else now. There is plenty of information about how to deal with tricky situations, but not so much for the not-so-tricky!
I would just like to know I have ticked all the boxes.
TIA

Was there a property involved?

Solarjunkie

Yes, jointly owned house. Now in father's name.

Yorkshireman99

Solarjunkie wrote: »

Yes, jointly owned house. Now in father's name.

Usually probate is required to change the Land Registry but I assume it was just the death certificate in this case. Otherwise looks OK

getmore4less

Yorkshireman99 wrote: »

Usually probate is required to change the Land Registry but I assume it was just the death certificate in this case. Otherwise looks OK

Probate is not required for property where there is a surviving owner(s), joint or TIC.

SevenOfNine

getmore4less wrote: »

Probate is not required for property where there is a surviving owner(s), joint or TIC.

Thanks getmore4less you've saved us a couple of hundred ££ & the bother of completing probate paperwork. MiL has died & house owned as joint tenants with FiL, we misinterpreted the .gov.uk site regarding this if property was involved & thought it might have to be applied for - seems not. :beer:

TiC, joint bank a/c & Will leaving everything to FiL.