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    • jamiel1991
    • By jamiel1991 16th Nov 17, 8:08 PM
    • 4Posts
    • 3Thanks
    jamiel1991
    Probate and IHT
    • #1
    • 16th Nov 17, 8:08 PM
    Probate and IHT 16th Nov 17 at 8:08 PM
    I am dealing with my late great uncle estate on behalf of my nan who is too upset to deal with the probate even though he died without a will and will be the sole beneficiary. I have a few questions how long do you have to wait for the probate interview I'm based in Birmingham, also can hand delivery the paperwork to the court because I don't live that far away and don't trust Royal Mail.

    I need to do this ASAP as she is 77 and the house which is the only asset isn't suitable it has no functioning heating and needs to be sold ASAP to get somewhere suitable.

    I have a question about filling the IHT205 online it around this section

    You will need your:

    address
    National Insurance number
    phone number
    choice of country for where you are applying to the Probate Service Ė only people applying in England and Wales can use this service
    role in the person who has diedís estate Ė you can only use this service if you are responsible for the estate as an executor or an administrator

    Is that my information because I'm applying for the probate or my nans

    If anyone else is applying to the Probate Service for a grant of representation for the estate, you will need their:

    name
    date of birth
    National Insurance number
    address
    phone number

    I'm guessing that will be my information.

    Thanks in advance
Page 1
    • Margot123
    • By Margot123 17th Nov 17, 8:42 AM
    • 1,081 Posts
    • 1,113 Thanks
    Margot123
    • #2
    • 17th Nov 17, 8:42 AM
    • #2
    • 17th Nov 17, 8:42 AM
    When there is no will and therefore no named executor, it is the person completing the form who is considered the applicant, and fills in the first part. The 'anyone else' part is if you were applying as a joint executor with your Nan, which from your post, seems not to be the case.
    • getmore4less
    • By getmore4less 17th Nov 17, 9:59 AM
    • 33,064 Posts
    • 19,935 Thanks
    getmore4less
    • #3
    • 17th Nov 17, 9:59 AM
    • #3
    • 17th Nov 17, 9:59 AM
    Start with the PA1 form.

    you need to get that right first as you are not the top of the list of those eligible to apply.
    • jamiel1991
    • By jamiel1991 17th Nov 17, 12:15 PM
    • 4 Posts
    • 3 Thanks
    jamiel1991
    • #4
    • 17th Nov 17, 12:15 PM
    • #4
    • 17th Nov 17, 12:15 PM
    I am aware that I’m not eligible but she is 77 and doesn’t feel comfortable doing the application and we quoted 2900 for coop legal services which is excessive, the pa1 as section called attorney which I will have to fill my details and according to guidance notes it says they will then send a form for my Nan to sign, it was the online iht 205 form my main question was around, thanks guys
    • Margot123
    • By Margot123 17th Nov 17, 12:26 PM
    • 1,081 Posts
    • 1,113 Thanks
    Margot123
    • #5
    • 17th Nov 17, 12:26 PM
    • #5
    • 17th Nov 17, 12:26 PM
    You could always ask a local solicitor if they will advise (or indeed apply) on a retainer. I did this when Probate was slightly complicated with some estranged executors. It didn't cost anywhere near the thousands quoted by high-street 'names'.
    As I recall, it was about £800 in total, 2 years ago, and the solicitor did a lot of chasing around. I had negotiated a flat fee though........many local firms are open to haggling on the fee.
    • Keep pedalling
    • By Keep pedalling 17th Nov 17, 1:23 PM
    • 5,421 Posts
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    Keep pedalling
    • #6
    • 17th Nov 17, 1:23 PM
    • #6
    • 17th Nov 17, 1:23 PM
    If his estate is such that you need to claim the primary residence nil rate band, you will need to use IHT400 rather than 250, likewise if he was a widower and you need to claim her transferable nil rate band.

    Does your Nan have a will in place? If not she really should do one now.
    • getmore4less
    • By getmore4less 17th Nov 17, 1:32 PM
    • 33,064 Posts
    • 19,935 Thanks
    getmore4less
    • #7
    • 17th Nov 17, 1:32 PM
    • #7
    • 17th Nov 17, 1:32 PM
    I am aware that Iím not eligible but she is 77 and doesnít feel comfortable doing the application and we quoted 2900 for coop legal services which is excessive, the pa1 as section called attorney which I will have to fill my details and according to guidance notes it says they will then send a form for my Nan to sign, it was the online iht 205 form my main question was around, thanks guys
    Originally posted by jamiel1991
    Just checking, one thing to watch with the POA option, if nan passes before you have finished you are supposed to apply again but I doubt anyone checks.
    • jamiel1991
    • By jamiel1991 17th Nov 17, 1:39 PM
    • 4 Posts
    • 3 Thanks
    jamiel1991
    • #8
    • 17th Nov 17, 1:39 PM
    • #8
    • 17th Nov 17, 1:39 PM
    Thanks for all advice you have gave me so far just a quick one anyone used or heard about a company called Affinion probate they claim to be probate within 30 days for a few of 449 because I don’t want to mess it and delay it
    • Margot123
    • By Margot123 17th Nov 17, 1:56 PM
    • 1,081 Posts
    • 1,113 Thanks
    Margot123
    • #9
    • 17th Nov 17, 1:56 PM
    • #9
    • 17th Nov 17, 1:56 PM
    Thanks for all advice you have gave me so far just a quick one anyone used or heard about a company called Affinion probate they claim to be probate within 30 days for a few of 449 because I donít want to mess it and delay it
    Originally posted by jamiel1991
    These sorts of companies always seem to tie people into various insurances which are separate to their fees. It can end up costing a lot more than you anticipate.
    As I have previously said, ask your LOCAL solicitor for a quote; if it seems to much, then negotiate a lower fee. You can pop into their office and have a quick chat at any time rather than be diverted through call centres to clueless students on the minimum wage.
    Probate (application to grant) took just 10 days through my solicitor, after he had pushed the other executors into life!
    It's your call...........
    • Yorkshireman99
    • By Yorkshireman99 17th Nov 17, 3:12 PM
    • 4,503 Posts
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    Yorkshireman99
    They are lying!
    • Tom99
    • By Tom99 17th Nov 17, 3:27 PM
    • 2,633 Posts
    • 1,795 Thanks
    Tom99
    I would download the forms, don't do it online. That way you can take your time, check and double check etc before your nan (if she is the one applying for probate) signs and send them off.
    • Margot123
    • By Margot123 17th Nov 17, 3:43 PM
    • 1,081 Posts
    • 1,113 Thanks
    Margot123
    They are lying!
    Originally posted by Yorkshireman99
    Yes, indeed, simple mathematics should tell people it cannot be done for such a price. A 'proper' solicitor charges between £200-£300 per hour to do a proper job.
    • newatc
    • By newatc 19th Nov 17, 10:26 PM
    • 289 Posts
    • 335 Thanks
    newatc
    Yes, indeed, simple mathematics should tell people it cannot be done for such a price. A 'proper' solicitor charges between £200-£300 per hour to do a proper job.
    Originally posted by Margot123
    I would also be sceptical about firms offering such a service for a low price but I also don't buy that a proper job necessarily needs someone who charges "£200-£300" per hour.
    • Yorkshireman99
    • By Yorkshireman99 19th Nov 17, 11:09 PM
    • 4,503 Posts
    • 3,729 Thanks
    Yorkshireman99
    I would also be sceptical about firms offering such a service for a low price but I also don't buy that a proper job necessarily needs someone who charges "£200-£300" per hour.
    Originally posted by newatc
    Actually £200-300 per hours is not unreasonable depending on where in the country. The OP needs to shop around and avoid non solicitors like the plague. They also need to insist on a work done charge not a percentage of the estate value.
    • jamiel1991
    • By jamiel1991 14th Dec 17, 3:12 PM
    • 4 Posts
    • 3 Thanks
    jamiel1991
    Thanks for the all advice which was given, in the end I did it myself due to it being a simple estate and received the letters of administration a couple of days ago and now the house is sold subject to contract thanks guys all the advice is on the forum what you need to know and what to expect
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