As the sole executor of a Will, a couple of weeks ago I filled in the
IHT plus Probate forms, hand delivered them and paid the fee. Could
someone advise what the next stage might in involve please?

I understand it might be something along the lines of going in to the
designated office somewhere and swearing an oath in regards to the
figures submitted?

Is it as simple as that, or will I need to take along details of how I
sourced the figures for the IHT form?

--
Regards,
Harry (M1BYT) (L)
http://www.ukradioamateur.co.uk

On Tuesday, 29 September 2015 14:27:22 UTC+1, Harry Bloomfield wrote:
As the sole executor of a Will, a couple of weeks ago I filled in the
IHT plus Probate forms, hand delivered them and paid the fee. Could
someone advise what the next stage might in involve please?

I understand it might be something along the lines of going in to the
designated office somewhere and swearing an oath in regards to the
figures submitted?

yep

Is it as simple as that, or will I need to take along details of how I
sourced the figures for the IHT form?

If you have sensible answers to any questions there shouldn't be a problem.


NT

On 29/09/2015 14:27, Harry Bloomfield wrote:
As the sole executor of a Will, a couple of weeks ago I filled in the
IHT plus Probate forms, hand delivered them and paid the fee. Could
someone advise what the next stage might in involve please?

I understand it might be something along the lines of going in to the
designated office somewhere and swearing an oath in regards to the
figures submitted?

Is it as simple as that, or will I need to take along details of how I
sourced the figures for the IHT form?


Pretty sure the oath you're swearing is only that you are authorised to
act on behalf of the deceased. The tax people might have questions

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On 29/09/2015 14:27, Harry Bloomfield wrote:
As the sole executor of a Will, a couple of weeks ago I filled in the
IHT plus Probate forms, hand delivered them and paid the fee. Could
someone advise what the next stage might in involve please?

I understand it might be something along the lines of going in to the
designated office somewhere and swearing an oath in regards to the
figures submitted?

Is it as simple as that, or will I need to take along details of how I
sourced the figures for the IHT form?


My wife was the sole executor of her father's will (although I did all
the work!)

I went with her to the probate interview - taking all the correspondence
and evidence for the figures, since we didn't know what form the
interview would take.

In the event, they weren't interested in the documents, and - IIRC - the
only thing my wife had to swear to was that the value of the estate did
not exceed the IHT threshold.

Probate was received a few days later, allowing us to access and
distribute the funds.
--
Cheers,
Roger
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On Tue, 29 Sep 2015 14:27:18 +0100, Harry Bloomfield wrote:

I understand it might be something along the lines of going in to the
designated office somewhere and swearing an oath in regards to the
figures submitted?

Is it as simple as that, or will I need to take along details of how I
sourced the figures for the IHT form?

Just done my Dad's estate, if you're below the IHT threshold, just swear an
oath, did mine at a local solicitor (£14 fee), sent off the forms got
probate grant in due course. I got extra copies at 50p each, handy if you
need to post any off.

Take the grant to the organisations & they will close the accounts & give
you the cash.

ureds a écrit :
Just done my Dad's estate, if you're below the IHT threshold, just swear an
oath, did mine at a local solicitor (£14 fee), sent off the forms got
probate grant in due course. I got extra copies at 50p each, handy if you
need to post any off.

I paid for the Probate and four copies, when I dropped the completed
forms off. The form said they needed a cheque, I got my cheque book out
ready to take, but still forgot it. They said they could accept cash,
cheques, but not CC or DC's, so I had to dash out and get some cash.

Thanks for the replies, it will be around the £180K mark, so probably
just the oath then.

On Tue, 29 Sep 2015 23:01:32 +0100, Harry Bloomfield wrote:

Thanks for the replies, it will be around the £180K mark, so probably
just the oath then.

Yep, my Dad's was £165k, basically no questions asked throughout. Banks
were helpful, but make appointments beforehand, closing a deceased's
account is not something the counter staff would do.

Doing my mum's estate 12 years before we used a solicitor, the bill was
£1600!

UR

On 29/09/2015 14:27, Harry Bloomfield wrote:
As the sole executor of a Will, a couple of weeks ago I filled in the
IHT plus Probate forms, hand delivered them and paid the fee. Could
someone advise what the next stage might in involve please?

I understand it might be something along the lines of going in to the
designated office somewhere and swearing an oath in regards to the
figures submitted?

Is it as simple as that

Yes.

--
F

www.vulcantothesky.org - 2015, the last year to see a Vulcan fly

On 30/09/2015 11:50, ureds wrote:

Doing my mum's estate 12 years before we used a solicitor, the bill was
£1600!

That sounds very reasonable, actually.

On 29/09/2015 14:27, Harry Bloomfield wrote:

As the sole executor of a Will, a couple of weeks ago I filled in the
IHT plus Probate forms, hand delivered them and paid the fee. Could
someone advise what the next stage might in involve please?

In a couple of weeks you will get a letter or email with the appropriate
oath and instructions on how to take it to your solicitors or turn up in
person at a probate registry and swear the oath.

They also includes some helpful notes to explain some of the more opaque
and inpenetrable jargon that appears in the document.

I understand it might be something along the lines of going in to the
designated office somewhere and swearing an oath in regards to the
figures submitted?

Is it as simple as that, or will I need to take along details of how I
sourced the figures for the IHT form?

The registry I used had recently changed their system and it was no
longer possible to book an appointment. Turn up and wait instead.

It can be. I was in and out within ten minutes as I was lucky and found
no queue at all. They didn't seem interested in any other details beyond
me showing my ID, repeating the oath and signing with their pen.

There were an astonishing number of manual corrections to the standard
document some initialled and some not. These were largely caused by the
changes in their employees roles and working titles. It seemed like they
couldn't alter their own parts so they had to cross out stuff!

--
Regards,
Martin Brown

On Tuesday, 29 September 2015 18:10:02 UTC+1, Roger Mills wrote:
On 29/09/2015 14:27, Harry Bloomfield wrote:
As the sole executor of a Will, a couple of weeks ago I filled in the
IHT plus Probate forms, hand delivered them and paid the fee. Could
someone advise what the next stage might in involve please?

I understand it might be something along the lines of going in to the
designated office somewhere and swearing an oath in regards to the
figures submitted?

Is it as simple as that, or will I need to take along details of how I
sourced the figures for the IHT form?


My wife was the sole executor of her father's will (although I did all
the work!)

I went with her to the probate interview - taking all the correspondence
and evidence for the figures, since we didn't know what form the
interview would take.

In the event, they weren't interested in the documents, and - IIRC - the
only thing my wife had to swear to was that the value of the estate did
not exceed the IHT threshold.

How could your wife swear to this ....

we had to get an estate agent in to value the property, we couldn;t decide how much it was worth.

In article , ureds
writes
On Tue, 29 Sep 2015 23:01:32 +0100, Harry Bloomfield wrote:

Thanks for the replies, it will be around the £180K mark, so probably
just the oath then.

Yep, my Dad's was £165k, basically no questions asked throughout. Banks
were helpful, but make appointments beforehand, closing a deceased's
account is not something the counter staff would do.

Doing my mum's estate 12 years before we used a solicitor, the bill was
£1600!

UR
Has anyone any experience of the packages for Wills Probates Power of
Attorney on sale in Smiths?
--
bert

GB expressed precisely :
On 30/09/2015 11:50, ureds wrote:

Doing my mum's estate 12 years before we used a solicitor, the bill was
£1600!

That sounds very reasonable, actually.

Considering the amount of time and effort I have put in on sorting her
affairs out towards the Probate, I would agree. Her solicitor did offer
to do it all, or even assist me to do it if I pulled the details
together to reduce the costs, but I declined their help.

--
Regards,
Harry (M1BYT) (L)
http://www.ukradioamateur.co.uk