Any Barclays recent experience?

badger09

lisyloo said:

badger09 said:

lisyloo said:

NinjaTune said:

xylophone said:

Barclays did finally pay the funeral bill, thank goodness.

I should hope so, too!  

Now, however, I'm having a nightmare with Barclays rejecting refunds of overpayments to my Dad's account. 

  You are the executor and have applied for probate?

Might it be simpler to advise the refunding organisations of your father's death and ask them to retain the payments until you have probate?

Not applied for probate yet, still waiting to hear back from a couple of organisations about amount of money in the accounts at date of death before filling in Inheritance Tax forms.  Dad will be well below the limit as he has most of Mum's nil rate tax band plus 2 x Residence Nil Rate.  Mum left her half of the house to me and my brother with Dad having life interest in the property.  Dad then left his half to me and my brother in his will.

The organisations are already aware of Dad's death hence the refunds.  I think some banks do accept payments into frozen accounts of a deceased person, but Barclays doesn't.

Not sure what you mean by “the” limit - inheritance tax maybe?
each organisation has its own limit, for NSi fo example it’s £5k, so if only one of them is breached you’ll need probate.
I’d check for yourself (use google, coop have a good list) and the. If necessary it may wel, be worth started probate. Some organisations have long backlogs.
we know we were well over the limit for Nsi so we’ve just got on with probate rather than waiting for them to tell us we need it. 
Depending on The circs you maybe able to do it online, but if not the paper form is not that bad.
entirely up to you but some places do have a 6 week backlog and that could grow even longer, so I’d check the limits online (or you can phone and ask if you have the time).

NS&I say they might need Probate if funds exceed £5k. However, in my case, they released over £11k without it.

We have a lot more,
Ive spoken to several people at nsi and we think it’s extremely unlikely they’ll release it without letters of administration (we have a will but single executor is pre deceased).
They are one of the organisations who are way behind. They were about 5 weeks behind when I called and it could be worse although they did send the documents back immediately so they have someone doing that.
i agree it may be worth waiting if it’s borderline but in our case weighing up the likelihood we just didn’t see much point in waiting given the timescales are extended at the moment

I had to apply for Probate anyway, in order to sell a property. I was surprised when NS&I funds were paid out after I'd been told they would need it.