IHT Probate and excepted estates

jem16

otb666 said:

Thank you so with the boiler service and house insurance and wake costs (not funeral) you paid for them and then will recoup after probate as I believe the extor account will not allow money out until probate granted. The other extor has no money so as our budget is quite tight will need to know what we have to pay for upfront and quote on homeprotect was 27pm also guessing there will be one week AA money to pay back as well as state and works one week pensions to pay back Will they wait for Probate to be granted as guessing once bank account frozen will not be able to claim back there.

I’m in the same position with the other executor, my brother, living 300 miles away so it’s basically me who’s dealing with it. One of Dad’s accounts had less than £50k in it so was released to me right away as executor. I have kept it in a separate account, not an executor account as few and far between and seem to be problematic anyway with not allowing funds to be released till after probate. My brother trusts me to deal with it and didn’t ask for it to be a joint account but it could have been. I’ve used that for all the day to day expenses and am keeping a spreadsheet of all incoming and outgoing expenses. Confirmation, probate here in Scotland, took 15 weeks due to delays at the Sheriff Court so wouldn’t have helped if I couldn’t access some money. I’ve used that for wake, tax bill and overpaid state pension. 

mybestattempt

I wouldn't be certain about the Tell us Once service informing about the "government pension" already in payment.

If it is a civil service pension then you need to inform directly:

https://www.civilservicepensionscheme.org.uk/your-pension/personal-life/tell-us-someone-has-died/#tellus

Runner_Duck

Mum's with house was insured SAGA and they continued to ensure after her death. I think there was a proviso that we had to visit weekly, but that was not a problem as I began clearing out cupboards etc, Lots of banks will pay 'reasonable' funeral expenses from the deceased's account direct to the funeral directors. Civil Service pension were really slow, took 6 months for them to pay the £130 she was owed.

otb666

Thank you for all your replies,each and everyone, it means a lot, and feeling very more confident we can handle calls to
works pension
banks
water
gas
electric
sky
home and heating insurance
tv license
telephn and broadband
bt shares
After using tell us once.
I am hoping that we will only have to pay back one week state and private pension £500 wake £900,and a couple of skips £400 Probate £375.=£2175
I know wake expensive but its what he wanted.
The 2 funeral plans will want extor bank details which we have not got yet so will have to wait til we have set this up. Other extor insistent on joint extor account and willing to travel if needs be.
As I think its just banks and funeral plans who will want to see wills will have to do all the above first,then get 3 estate agents value of house before probate application.