A Practitioner’s Guide to Probate and the Administration of Estates
Wildy, Simmonds and Hill Publishing (Verlag)
978-0-85490-236-1 (ISBN)
The authors provide careful explanations of every step in the procedure for winding up the estate of a deceased person, from taking initial instructions to the final distribution of the estate and closing the file. The book opens with advice on meeting the client and taking proper instructions; moving on to tracking down the assets and liabilities which comprise the estate; completing inheritance tax forms and obtaining any available reliefs and allowances; questions concerning wills and intestacies; applying to the probate registries; discretionary orders; obtaining grants of representation; collecting in the paying debts and liabilities; identifying the beneficiaries and paying the legacies; finalising the tax situation; and distributing the residue of the estate.
This new edition has been completely revised with practice and procedure brought up-to-date,
Keith is a former District Probate Registrar with over 40 years’ experience in probate and the registries and has a wealth of experience in probate applications, tax ramifications and the administration of estates. He is currently a probate consultant and lecturer in the field of non-contentious probate. Samantha studied English language and literature at Oxford University followed by law at Northumbria University and is currently a solicitor at EMG Solicitors Limited, Durham where she specialises in private client work.
Preface
Table of Cases
Table of Statutes
Table of Statutory Instruments
Table of Conventions
1Making a Start
2Assets and Liabilities: Initial Enquiries
3Inheritance Tax Reliefs and Allowances
4Inheritance Tax Accounts
5Questions Concerning Wills and Codicils
6Intestacy
7Caveats
8Citations
9Renunciations
10Discretionary Orders
11Trust Corporations
12Applications for Grants
13Scottish, Northern Irish and Colonial Grants
14Applications on Summons
15Collecting in the Assets
16Powers and Duties of the Personal Representatives
17Paying the Debts of the Estate
18Paying the Legacies
19Distribution of the Residue
20Finalising Liability to Inheritance Tax
21Taxation During the Administration
22Completing the Administration
23Claims By and Against the Estate
24Liabilities of the Personal Representatives
25Variations, Disclaimers and Other Opportunities
26Notation, Amendment and Revocation of Grants
27Searches and Copies
Appendices
AChecklist of Information and Documents
BUseful Addresses
CSpecimen Forms
Affidavits
C1Affidavit of condition of will or of alterations to will
C2Affidavit of Search for Will
C3Affidavit of handwriting
C4Affidavit of due execution
C5Affidavit of executor’s identity
C6Affidavit of alias
C7Affidavit in support of application for leave to swear death
| Erscheinungsdatum | 08.07.2018 |
|---|---|
| Reihe/Serie | Wildy Practitioner Guide Series |
| Verlagsort | London |
| Sprache | englisch |
| Maße | 152 x 229 mm |
| Gewicht | 1050 g |
| Themenwelt | Recht / Steuern ► EU / Internationales Recht |
| Recht / Steuern ► Privatrecht / Bürgerliches Recht ► Besonderes Schuldrecht | |
| ISBN-10 | 0-85490-236-8 / 0854902368 |
| ISBN-13 | 978-0-85490-236-1 / 9780854902361 |
| Zustand | Neuware |
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