"Excepted Estate" Question

If I've had my late mother's house valued and the two estate agent valuations plus the rest of her estate are under the inheritance tax allowance to tax to be liable, can I go straight to the application for probate?
I've tried calling HMRC and they are almost impossible to speak to.

Thank you.
"If you think it's expensive to hire a professional to do the job, wait until you hire an amateur." -- Red Adair

Comments

  • NannaH
    NannaH Posts: 570 Forumite
    500 Posts First Anniversary Name Dropper
    Are they well under the threshold or would a higher sale price push it over the limit?
    When I did probate for my FiL’s estate,  it was nowhere near the limit so I went straight to application,  it was very simple to do as long as you have all the pertinent information. 
  • pimento
    pimento Posts: 6,243 Forumite
    Part of the Furniture 1,000 Posts
    It's well under.  Flat worth £220k - £230k and £8k in cash.  Contents of flat negligible value. 
    "If you think it's expensive to hire a professional to do the job, wait until you hire an amateur." -- Red Adair
  • Keep_pedalling
    Keep_pedalling Posts: 20,175 Forumite
    Tenth Anniversary 10,000 Posts Name Dropper Photogenic
    pimento said:
    It's well under.  Flat worth £220k - £230k and £8k in cash.  Contents of flat negligible value. 
    As that is all covered by her NRB no IHT return required so you can straight to the probate application. If I was you I would add a bit to that top valuation to avoid a CGT issue if you are planning on selling.
  • pimento
    pimento Posts: 6,243 Forumite
    Part of the Furniture 1,000 Posts
    Both estate agents valuations are in writing. Do I have to send those with the application?

    "If you think it's expensive to hire a professional to do the job, wait until you hire an amateur." -- Red Adair
  • Keep_pedalling
    Keep_pedalling Posts: 20,175 Forumite
    Tenth Anniversary 10,000 Posts Name Dropper Photogenic
    pimento said:
    Both estate agents valuations are in writing. Do I have to send those with the application?

    No, the probate office do not need to see those.
  • pimento
    pimento Posts: 6,243 Forumite
    Part of the Furniture 1,000 Posts
    Thank you!
    "If you think it's expensive to hire a professional to do the job, wait until you hire an amateur." -- Red Adair
  • NannaH
    NannaH Posts: 570 Forumite
    500 Posts First Anniversary Name Dropper
    I added £15k on top of valuation for probate and as it happens, that’s what it sold for during lockdown when prices were going mad. 
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