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Deaths, Funerals & Probate Board Sticky
Relevant Forum threads you may find helpful: * Introduction to this board * Useful references * Guide discussion: Probate: How to do it yourself If you've spotted any other threads on this board which you think should be highlighted, please do let me know. Useful content from MoneySavingExpert.com: * Guide to probate *…
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Father died with no will, mother died but cut me out
My father died in 2014 without a will. There was no discussion, my mother kept the house, assets etc. My mother then died 2 years ago and had made a will shortly before and cut me out. Watching Martin's programme last night, it seemed to hint that the lack of will of my father should have meant I inherited something? House…
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Increase in Estate value- any effect on my inherited NRB?
Since his death, and since Probate was obtained, I have sold many items from my late husband’s collections, which have, over time, substantially increased the value of his estate, which was divided three ways, so I am not the sole beneficiary. When I completed Probate I had no idea that he had so many collectibles, and I…
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My Estate Management Spreadsheet
Having recently navigated the complexities of the executor process, I know first-hand the weight of that responsibility. When I was first faced with an estate to administer, I quickly realised that research alone wasn't enough. As an executor, you are legally required to count every penny and, crucially, adhere to the…
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Premium bonds after bereavement
my dad passed away recently unfortunately my mum noticed my dad has quite a lot in premium bonds, which she now gets she just wants to cash them in so the money goes to her current account she is 100% computer illiterate and doesn't want to do nanything online can you do it over the phone instead and is it straightforward…
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Time scales for unique Probate code from HMRC
Just a quick question. Does anyone have recent experience of submitting the IHT 400 forms where there is no IHT to pay....roughly, how long before the unique probate code was sent? Thank you.
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Letters of administration / poers of probate
My mother recently deceased. Are they the same thing? Her bank has requested this is this something I apply fo myself or should i use a solicitor?
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Completing C1 form
I've been trying to sort out my late father's estate now for months but having problems submitting the C1 form to the local sheriff Court. Its a large estate but it only has 2 bank accounts, no property or shares. I'm the only person named in the will so how difficult can this process be? I've looked at as many examples as…
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Grant of Confirmation
Hi, I’m trying to fill in the form for Grant of Confirmation for my dad’s estate (C1). I’m trying to do this on my own without a solicitor. I think I understand the main issues, it should be such a simple situation, but what exactly to put on the form is driving me crazy :mad:. Would be grateful if anyone could help.…
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Balloon Payments and IHT
Hello, Deceased had car on finance. Outstanding finance at date of death was 5753.70 PLUS a balloon payment of 12786 so total 18539. On the IHT liabilities do you state outstanding finance including the balloon payment? Chat gpt and google say yes but I wanted to check with you brainy bunch. Many thanks
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Charitable Donations and Gifts out of Surplus Income (IHT)
Hi, I would like to ask for an opinion on the following – how charitable donations are treated when they are given in combination with gifts from surplus income. In the specific scenario I am asking about, the estate will be near the threshold for IHT. Regular monthly gifts are being given to the children, well documented,…
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Reporting change to value of estate
If a further bank account is found for a deceased after HMRC has provided the executor the unique code, but before the application for a grant of probate, how should the executor deal with the probate application? It is a relatively small sum (say £900 approx) and there is no IHT payable at on the estate. HMRC say do not…
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Money Moral Dilemma: What should I do with the inherited money that I feel guilty about spending?
This week's MoneySaver who wants advice asks.. I've recently inherited some money. It's enough to buy a new car, something I do need. But I feel too guilty to spend it - I would much rather have the person I inherited it from still here, and it breaks my heart even thinking about spending it, as doing so would almost feel…
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Executors Savings account?
Does anyone know of or been able to open a savings account in executors names (2) to earn some interest before distribution to beneficiaries. TIA
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Query re probate application
I’m about to apply for probate as my mum just passed away. The house / title is in my late father’s name. He left house to mum. She then left house to me and my sisters. But title/house still in dad’s name. Am I about to encounter a problem before I start. ?
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Nationwide - pay out to two accounts?
apologies if this the wrong place, but I wasn’t sure where else to post this. we’re trying to deal with my dads estate, and nationwide are saying the can only pay out to one account and not split them between two accounts. For a bit of rough context, my dad had 8 accounts, 4 ISAs, and 4 other accounts. We want the money in…
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Income to the estate during admin period
I keep seeing posts here that all interest / income to the estate during the administration period is taxable with no personal allowance. Could someone please confirm ISA’s remain in the tax free wrapper for 3 years and 1 day or until executor cashes them in, whichever comes first, so do not need to be declared & no tax…
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Tax free allowance
Am one of two children- our father left everything to our Mum - bar tax free allowance! If a child wanted to claim this amount rather than carry it forward (relations are very rocky/almost non existent with Mother) where does one stand?
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Executer-dative
Does anyone know how long it is likely for the court to deal with this? Our solicitor was submitting it to the court 2 weeks ago and we have heard nothing back. We got a grant of probate for our other parent from the same court the week previously which took 3 days so I assume they are not overly busy.
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What will happen if I, as a beneficiary, refuse to sign Receipt and Release/Indemnity?
What will happen if I, as a beneficiary, refuse to sign Receipt and Release/Indemnity? I am happy to agree that I am satisfied with my quoted share of the Estate but as I’ve had little/no involvement with the deceased’s or Executors’ accounting, I don’t agree that I should need to indemnify if the accounts are wrong.
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Grant of Probate post problem
I was e-mailed by the Probate Office that my grant had been issued on the 2nd Jan but it still hasn't arrived. Somebody here posted that their grant arrived the next day. The post is dreadful in my road and we haven't had any for 10 days. Sometimes we wait 3 weeks or more. A house sale sitting on this and I am very…
