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Excepted estate and paperwork
wilkko73
Posts: 127
Forumite
Hi folks I'm sorry if I'm going over old ground on here but I'm going to finish filling in details soon on a probate questionnaire that helps the solicitor fill the forms in for me as they are acting for a fixed fee for applying for probate only so just filling the forms in really. I'm doing the rest of the work.
A couple of weeks ago I closed mum's account with the bereavement portal on Barclays website and I said where did I want the account money paid to and I nominated my own account.
I'm now thinking will any bank statements be needed by the probate people to check what funds were held in mum's old bank accounts as far as I can see on one of those PA1P forms that I assume the solicitor will fill in doesn't mention bank details.I believe my mum's estate is an excepted estate. When it's an excepted estate are more forms filled in that will ask about her bank details?.No IHT will be due as mum's NRB and my late father's NRB will cover it.
So is there another form that will ask about how much money she had in her accounts,surely the probate office will want proof of what money was held.
Am I likely to be asked for any further paperwork?
I can show what money hit my account when mum's was closed,I just don't want anyone thinking I'm hiding any funds when I'm not
A couple of weeks ago I closed mum's account with the bereavement portal on Barclays website and I said where did I want the account money paid to and I nominated my own account.
I'm now thinking will any bank statements be needed by the probate people to check what funds were held in mum's old bank accounts as far as I can see on one of those PA1P forms that I assume the solicitor will fill in doesn't mention bank details.I believe my mum's estate is an excepted estate. When it's an excepted estate are more forms filled in that will ask about her bank details?.No IHT will be due as mum's NRB and my late father's NRB will cover it.
So is there another form that will ask about how much money she had in her accounts,surely the probate office will want proof of what money was held.
Am I likely to be asked for any further paperwork?
I can show what money hit my account when mum's was closed,I just don't want anyone thinking I'm hiding any funds when I'm not
0
Comments
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No, no one will want any proof of amounts. The solicitor may ask you I suppose but generally they will go on trust with the figures you give them.0
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