DIY probate advice please

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  • Savvy_Sue
    Savvy_Sue Posts: 46,028 Forumite
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    What we found was that we were directed to complete several extra forms, but there was next to no information going on to each one ...

    Keep plodding along, do it at your own pace.
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  • Mistermeaner
    Mistermeaner Posts: 2,958 Forumite
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    Thanks all

    IHT205 , PA1P and PA11 all went in an envelope today along with cheque for 220 (215 for probate plus 10 copies of grant )

    I wasn't able to get through to the office to pay on phone and no online pay option as far as I could tell

    Will let you know how I get on as hopefully others may find this useful if in similar situation

    Thanks all for help

    Edit ; also in envelop was the original will plus 2 unstapled copies and original death cert
    Left is never right but I always am.
  • Owain_Moneysaver
    Owain_Moneysaver Posts: 11,357 Forumite
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    applause.gif

    This page gives details of what you'll need to record as executor's accounts.
    A kind word lasts a minute, a skelped erse is sair for a day.
  • Mistermeaner
    Mistermeaner Posts: 2,958 Forumite
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    Hi all - Grant of probate received in post today making me dad's representative

    Was pretty straight forward in end thanks to advice from here

    Now have 10 original probate certs so can get on with transferring everything to my dad

    Thanks guys for help and to anyone thinking of going diy route it's not too demanding !

    Fyi used Liverpool probate office despite death registered in Manchester and paid by cheque as couldn't get anyone to answer phone - response was very quick
    Left is never right but I always am.
  • JanieSut
    JanieSut Posts: 2 Newbie
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    Hi
    This is very helpful.

    My father died in Dec., my mother in Feb. with 'mirror wills'. Their estate is well under IHT limits.
    When completing dad's form do I just value everything and half it? Then do the same for mum?
    Thank you
  • Savvy_Sue
    Savvy_Sue Posts: 46,028 Forumite
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    JanieSut wrote: »
    Hi
    This is very helpful.

    My father died in Dec., my mother in Feb. with 'mirror wills'. Their estate is well under IHT limits.
    When completing dad's form do I just value everything and half it? Then do the same for mum?
    Thank you
    You can't halve Mum's, because she's now got Dad's share.
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  • Mistermeaner
    Mistermeaner Posts: 2,958 Forumite
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    JanieSut wrote: »
    Hi
    This is very helpful.

    My father died in Dec., my mother in Feb. with 'mirror wills'. Their estate is well under IHT limits.
    When completing dad's form do I just value everything and half it? Then do the same for mum?
    Thank you

    as sue says; i think you have to follow the steps in the order things happened

    First of all do probate for your dad; valuing things he shared with your mum (house / joint account etc.) at half their value. Things should transfer into your mums name/estate in the first instance

    Everything is then owned by your mum (s estate) so then apply for probate at their full value as she now owns the lot
    Left is never right but I always am.
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