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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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Grant of Probate and Release of bank funds
I opened Executor Accounts at Lloyds Bank shortly after my mother's death. The account, with balances, was blocked pending receipt of the grant of probate. To my surprise, HMRC handled the IHT within 3 Weeks and Probate took only 2 Weeks. I contacted Lloyds Bank and instantly forwarded them the Grant of probate. I was told…
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Question on Will re IHT
Hi, I’m amending my Will with Which that I did back in 2016. I only intended on changing my executors around due to a death. They’ve sent me the form to edit but in the last 10yrs, they’ve said there’s some extra questions. I’ve been fine with them all except this one. Do you want the shares to be in your chosen…
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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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C1 form completion help
I am looking for some help regarding the completion of the c1 form, I naively thought it would be more simple than it is. Page 1: All ok. Page 2: Box 1: How do you name the “Sheriffdom” for Glasgow? Box 2: I am the executor of my mother’s estate along with my sister, could anyone suggest wording for this section? If I am…
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Where to send Renunciation form PA15.
My wife and her sister are the only named executors in there recently deceased mothers will. The estate needs to go through probate as there is a property involved They both wish to withdraw from being executors and have completed forms PA15 but I am unable to establish where these are to be sent under the circumstances.…
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C1 Scotland Inventory
I have done a Scottish C1 Confirmation submission but I'm encountering hurdles getting the format of the C1's inventory accurate and theres nothing online with which to compare. The Sheriff is knocking it back due to 'formatting' issues and HRMC, when questioned (given it's their form), tell me they can't help and I need…
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Probate for UK citizen with a US will and executor
I'm looking for advice, my father is a UK citizen but spent a number of years living in Canada and subsequently in Florida in the US. While living in the US, he made a will appointing his friend, a US citizen, as personal representative (executor). This will is lodged with an attorney in the US. The US attorney has advised…
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Eligibility of Applicants
Me again. So, I’m trying to get through to the probate help lone. Very long wait time. Trying to help my niece sort out her Mum’s will. Briefly, there is a will, both executors have died and one of the beneficiaries is under 18 years old. I know that two applicants are required, but the PA1p says contact HMCTS to ascertain…
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Deceased mobile contracts
HI mSE, looking for some advice. My elderly father has recently passed away. Its become apparent that he has multiple (7) mobile phone contracts with 2 different providers. Hes the type that goes into the mobile phone shop and unlikely he would have signed up to any of these contracts online. I've questioned one of the…
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Late mothers utility account in credit
Hi all My partners mother recently passed, she was a widow on benefits and had no assets. She died without leaving a will or making my partner an executor of her non existent estate. After registering the death and getting the certificates, we sorted out all her finances, emptied her house of possessions, gave the utility…
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Probate questions
My mother passed recently and having held the funeral, trying to get my head around next steps regarding the estate and probate. Do bear with me as I have various questions but any pointers/guidance that can be shared would be appreciated. I have issued the 'Tell us Once' notification to stop her pensions. I am the sole…
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Trust Bank Account Closing
My husband and I are trustees of a discretionary trust. My sister died 11 years ago and we set up discretionary trust for my niece (as agreed with my sister before she died). My niece and I have a very close relationship and the trust has been really easy to manage over the years. We have had a trust current account with…
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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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Dads death and probate
My dad died just before Christmas, About 12 years ago he put the house £300 grand into a trust between dad,mum(both now deceased mum before dad ) and me and sister He also left about 140 grand in bank acc From what I can gather when filling out the probate paperwork do I work out his part of the house as a third of 300 ie…
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C1 Form completion advice
I am looking for help with completing the C1 form. My father passed away and we need a certificate of confirmation for a bank account and also for some shares. I have been dealing with the estate and will be applying for the confirmation. With paragraph 2 I was looking for an example of how best to word it. My Mum is…
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Abuse of 'Power Reserved' status
As an executor of my Father’s will, I was excluded by one of the other executors by them applying for ‘POWER RESERVED’ status without my knowledge of permission. This has been abused for personal gain on behalf of the said executor. I have been trying to resolve this for over 3 years now and despite rising legal costs I am…
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Wills and CGT
my mum and dad were married 30 years before dad died. His will left 50% of the family home to mum and 25% each to my brother and myself. Of course, never acted on the 1/4 each and of course, in our eyes the house was and wood always be mums. almost 20years later, mum died.her will straight forward 50% to myself and my…
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Completing C1 Confirmation Form - limit to words?
I have just had my first attempt at the form rejected by the local Sheriff's Office with just one piece of advice concerning using the full name each time but the other necessary amendments I'll need to figure out for myself. Returning to avice on this helpful forum, I am amending para 2 on the form. Is there a limit to…
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Land registry
Please could someone advise how to amend land registry to reflect historical passing of joint owner of property. It is currently showing both owners. Any advice appreciated. Thanks.
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Probate Lack of Progress
submitted June 25. Asked for various information at least twice. Simple husband to wife transfer. All hmrc paperwork in order. Nearly 8 months down the line and still no progress. Latest is that the case is with a specialised team, they wont tell us anymore on the phone. Tearing hair out as close to a year since death of…
