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Posted 20 days ago by hambalapa Clark
My wife has LPA for an aunt with severe dementia. Her husband died in 2008 and the probate grant was made 3 months later, and this would have included the jointly owned PPR, a flat. The aunt moved from the flat to a care home in 2015, and her flat was rented out but her incomes and savings were no longer sufficient to pay the care home fees, and the flat has recently been sold. Her Lawyer who would have helped with her husband's probate is dead, and the practice is closed. My wife has been through her Aunt's papers and there is no photocopy of the probate application form or a valuation statement, and indeed she needed to order a copy of her Aunt's husband's death certificate. So the file of death related documents has gone missing. Would HMRC be able to access the 2008 probate application papers to tell my wife what the property valuation was? It is needed for the CGT calculation.
Posted 16 days ago by HMRC Admin 21 Response
Hi,
If  the probate information was sent in along with the LPA then yes. you would need to contact HMRC direct to get this information. if only the LPA was sent we would have no details.
Thank you.

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