Estate Share Court Application
Summary
An affidavit is needed to present an uncooperative beneficiarys estate share to the court. Key points include the title, introduction, facts, statement of truth, and signature. Forms N244 and N349 are required for court submission. Notify the beneficiary about the court deposit, though attendance may not be necessary. If the beneficiary refuses to provide information for due diligence checks, the executor can apply to the court for directions. Court costs can be deducted from the beneficiarys share if permitted. A litigant in person can claim expenses like court fees and travel, with a rate of £19 per hour. Use Form N260 to detail costs. The court may deny statutory interest if the beneficiary caused delays.Full Conversation
Is it necessary to notify the beneficiary that her funds will be put into the High Court of Justice, and will they need to attend the hearing?
In general, it is good practice to notify the beneficiary when their funds are being put into the High Court of Justice. Here are some points to consider:
- Notification: Beneficiaries should be informed about the actions being taken regarding their funds.
- Attendance: The beneficiary may not need to attend the hearing unless specifically required by the court.
Would you need help with drafting the notification to the beneficiary?
- Notification: Beneficiaries should be informed about the actions being taken regarding their funds.
- Attendance: The beneficiary may not need to attend the hearing unless specifically required by the court.
Would you need help with drafting the notification to the beneficiary?
Yes, please. I would need help with drafting the notification to the beneficiary.
Certainly, here's a concise draft:
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- Tick "Evidence in Part C" and attach your affidavit.
Section *:---
Notification to Beneficiary
Dear [Beneficiary's Full Name],
I hope this message finds you well. I am writing to inform you that due to your uncooperative behavior concerning your share of the estate, we have taken steps to deposit your funds into the High Court of Justice.
- Leave blank if not applicable.
Section *:Dear [Beneficiary's Full Name],
I hope this message finds you well. I am writing to inform you that due to your uncooperative behavior concerning your share of the estate, we have taken steps to deposit your funds into the High Court of Justice.
Key Points:
- Funds Deposit: Your funds will be paid into the High Court of Justice.
- Next Steps: You may not need to attend the hearing unless specifically required by the court.
- Contact: Please contact us if you have any questions or need further clarification.
Thank you for your attention to this matter.
Sincerely,
[Your Full Name]
[Your Contact Information]
---
Would you need additional details or modifications to this notification?
- Funds Deposit: Your funds will be paid into the High Court of Justice.
- Next Steps: You may not need to attend the hearing unless specifically required by the court.
- Contact: Please contact us if you have any questions or need further clarification.
Thank you for your attention to this matter.
Sincerely,
[Your Full Name]
[Your Contact Information]
---
Would you need additional details or modifications to this notification?
Yes, please.
Sure, here's the revised draft with additional details:
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Notification to Beneficiary
Dear [Beneficiary's Full Name],
I hope this message finds you well. I am writing to inform you that due to your uncooperative behavior concerning your share of the estate, we have taken steps to deposit your funds into the High Court of Justice.
Key Points:
- Funds Deposit: Your funds will be paid into the High Court of Justice.
- Reason: This action is necessary due to your uncooperative stance regarding your share of the estate.
- Next Steps: You may not need to attend the hearing unless specifically required by the court.
- Contact: Please contact us if you have any questions or need further clarification.
Thank you for your attention to this matter.
Sincerely,
[Your Full Name]
[Your Contact Information]
---
Would you like any further adjustments or additional information?
---
Notification to Beneficiary
Dear [Beneficiary's Full Name],
I hope this message finds you well. I am writing to inform you that due to your uncooperative behavior concerning your share of the estate, we have taken steps to deposit your funds into the High Court of Justice.
Key Points:
- Funds Deposit: Your funds will be paid into the High Court of Justice.
- Reason: This action is necessary due to your uncooperative stance regarding your share of the estate.
- Next Steps: You may not need to attend the hearing unless specifically required by the court.
- Contact: Please contact us if you have any questions or need further clarification.
Thank you for your attention to this matter.
Sincerely,
[Your Full Name]
[Your Contact Information]
---
Would you like any further adjustments or additional information?
Please can you provide a professional notice to the beneficiary.
Sure, here's a professional notice to the beneficiary:
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- Funds Deposit: Your funds will be paid into the High Court of Justice.
- Reason: This action is necessary due to your uncooperative stance regarding your share of the estate.
- Next Steps: You may not need to attend the hearing unless specifically required by the court.
- Contact: Please contact us if you have any questions or need further clarification.
Thank you for your attention to this matter.
Sincerely,
[Your Full Name]
[Your Contact Information]
---
Do you need any additional modifications or information?
---
Notification to Beneficiary
Dear [Beneficiary's Full Name],
I hope this message finds you well. I am writing to inform you that, due to your uncooperative behavior regarding your share of the estate, we have taken steps to deposit your funds into the High Court of Justice.
Key Points:Dear [Beneficiary's Full Name],
I hope this message finds you well. I am writing to inform you that, due to your uncooperative behavior regarding your share of the estate, we have taken steps to deposit your funds into the High Court of Justice.
- Funds Deposit: Your funds will be paid into the High Court of Justice.
- Reason: This action is necessary due to your uncooperative stance regarding your share of the estate.
- Next Steps: You may not need to attend the hearing unless specifically required by the court.
- Contact: Please contact us if you have any questions or need further clarification.
Thank you for your attention to this matter.
Sincerely,
[Your Full Name]
[Your Contact Information]
---
Do you need any additional modifications or information?
Please also include her refusal to approve the estate accounts since October * until present, and provide a forwarding address.
Certainly, here's the revised professional notice with the additional details:
---
Notification to Beneficiary
Dear [Beneficiary's Full Name],
I hope this message finds you well. I am writing to inform you that, due to your uncooperative behavior regarding your share of the estate, we have taken steps to deposit your funds into the High Court of Justice.
Key Points:
- Funds Deposit: Your funds will be paid into the High Court of Justice.
- Reason: This action is necessary due to your uncooperative stance and your refusal to approve the estate accounts since October * until present.
- Next Steps: You may not need to attend the hearing unless specifically required by the court.
- Forwarding Address: Please provide a forwarding address for any future correspondence.
- Contact: Please contact us if you have any questions or need further clarification.
Thank you for your attention to this matter.
Sincerely,
[Your Full Name]
[Your Contact Information]
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Is there anything else you need assistance with?
---
Notification to Beneficiary
Dear [Beneficiary's Full Name],
I hope this message finds you well. I am writing to inform you that, due to your uncooperative behavior regarding your share of the estate, we have taken steps to deposit your funds into the High Court of Justice.
Key Points:
- Funds Deposit: Your funds will be paid into the High Court of Justice.
- Reason: This action is necessary due to your uncooperative stance and your refusal to approve the estate accounts since October * until present.
- Next Steps: You may not need to attend the hearing unless specifically required by the court.
- Forwarding Address: Please provide a forwarding address for any future correspondence.
- Contact: Please contact us if you have any questions or need further clarification.
Thank you for your attention to this matter.
Sincerely,
[Your Full Name]
[Your Contact Information]
---
Is there anything else you need assistance with?
Can the beneficiary solicitor require the executrix to pay the beneficiary share to her bank account instead if she refuses to approve the accounts and provide a forwarding address to carry out due diligent checks such as Bankruptcy Order and CCJ? Is it correct for the solicitor to give a General Form of Authority that the beneficiary has signed in capital letters, allowing her solicitor to act on her behalf? Please note that the form was not signed with her usual signature.
The beneficiary solicitor can request the executrix to pay the beneficiary's share to the solicitor's bank account; however, the executrix must ensure that due diligence checks such as Bankruptcy Orders and CCJs are performed.
- General Form of Authority: If the form was signed in capital letters and not with the usual signature, it may be challenged for its authenticity.
Do you need more details on the due diligence checks?
- General Form of Authority: If the form was signed in capital letters and not with the usual signature, it may be challenged for its authenticity.
Do you need more details on the due diligence checks?
Yes, please.
Sure, here are some key due diligence checks to consider:
- Bankruptcy Orders: Verify if the beneficiary has any outstanding bankruptcy orders.
- County Court Judgments (CCJs): Check for any CCJs against the beneficiary.
- Identification Verification: Ensure the identity of the beneficiary is verified.
- Proof of Address: Confirm the beneficiary's current address.
Would you need guidance on how to conduct these checks?
- Bankruptcy Orders: Verify if the beneficiary has any outstanding bankruptcy orders.
- County Court Judgments (CCJs): Check for any CCJs against the beneficiary.
- Identification Verification: Ensure the identity of the beneficiary is verified.
- Proof of Address: Confirm the beneficiary's current address.
Would you need guidance on how to conduct these checks?
I cannot carry out the above checks because the beneficiary is uncooperative. What information do I need from the beneficiary to carry out these checks?
To carry out the necessary due diligence checks, you will need the following information from the beneficiary:
- Full name
- Date of birth
- National Insurance number
- Current and any previous addresses
- Proof of identity (e.g., passport, driving licence)
- Signed consent, if necessary, for accessing certain records
Would you like help drafting a request for this information from the beneficiary?
- Full name
- Date of birth
- National Insurance number
- Current and any previous addresses
- Proof of identity (e.g., passport, driving licence)
- Signed consent, if necessary, for accessing certain records
Would you like help drafting a request for this information from the beneficiary?
Yes, please.
Sure, here's a draft request for the necessary information:
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Request for Information
Dear [Beneficiary's Full Name],
I hope this message finds you well. In order to carry out the necessary due diligence checks related to your share of the estate, we require the following information from you:
- Full name
- Date of birth
- National Insurance number
- Current and any previous addresses
- Proof of identity (e.g., passport, driving licence)
- Signed consent for accessing certain records, if necessary
Please provide this information at your earliest convenience to ensure a smooth resolution of the matter.
Thank you for your cooperation.
Sincerely,
[Your Full Name]
[Your Contact Information]
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Would you need any further assistance?
---
Request for Information
Dear [Beneficiary's Full Name],
I hope this message finds you well. In order to carry out the necessary due diligence checks related to your share of the estate, we require the following information from you:
- Full name
- Date of birth
- National Insurance number
- Current and any previous addresses
- Proof of identity (e.g., passport, driving licence)
- Signed consent for accessing certain records, if necessary
Please provide this information at your earliest convenience to ensure a smooth resolution of the matter.
Thank you for your cooperation.
Sincerely,
[Your Full Name]
[Your Contact Information]
---
Would you need any further assistance?
Yes, I would like help drafting a request for this information from the beneficiary but she is very likely to refuse.
Sure, here's a draft request for the beneficiary's information:
---
Request for Information
Dear [Beneficiary's Full Name],
I hope this message finds you well. To proceed with the administration of the estate, we need to carry out certain due diligence checks. Kindly provide the following information:
- Full name
- Date of birth
- National Insurance number
- Current and previous addresses
- Proof of identity (e.g., passport, driving license)
This information is crucial to ensure compliance with legal requirements and to facilitate the proper distribution of the estate funds.
Please provide the requested details at your earliest convenience. If you have any questions or concerns, feel free to contact me directly.
Thank you for your cooperation.
Sincerely,
[Your Full Name]
[Your Contact Information]
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Is there anything else you need assistance with?
---
Request for Information
Dear [Beneficiary's Full Name],
I hope this message finds you well. To proceed with the administration of the estate, we need to carry out certain due diligence checks. Kindly provide the following information:
- Full name
- Date of birth
- National Insurance number
- Current and previous addresses
- Proof of identity (e.g., passport, driving license)
This information is crucial to ensure compliance with legal requirements and to facilitate the proper distribution of the estate funds.
Please provide the requested details at your earliest convenience. If you have any questions or concerns, feel free to contact me directly.
Thank you for your cooperation.
Sincerely,
[Your Full Name]
[Your Contact Information]
---
Is there anything else you need assistance with?
What can I do if the beneficiary refuses to provide all the information for the executor to carry out these checks?
If the beneficiary refuses to provide the required information, the executor can:
- Apply to the court for directions on how to proceed.
- Deposit the funds into the High Court of Justice.
- Notify the beneficiary's solicitor about the refusal and the subsequent actions.
Would you need help with the court application process?
- Apply to the court for directions on how to proceed.
- Deposit the funds into the High Court of Justice.
- Notify the beneficiary's solicitor about the refusal and the subsequent actions.
Would you need help with the court application process?
Yes, I would kindly appreciate your help with the court application process.
To proceed with the court application process, follow these steps:
*. Prepare the Affidavit:
- Title: "Affidavit of [Your Full Name]"
- Introduction: State your details and the purpose.
- Facts: Detail the estate, beneficiary, and their uncooperative behavior.
- Statement of Truth: Confirm the truth of your statements.
- Signature: Sign in the presence of a solicitor or Commissioner for Oaths.
*. Complete Forms:
- N244: Application Notice for permission to pay funds into court.
- N349: Request for a certificate of satisfaction or cancellation.
Would you like more details on completing these forms?
*. Prepare the Affidavit:
- Title: "Affidavit of [Your Full Name]"
- Introduction: State your details and the purpose.
- Facts: Detail the estate, beneficiary, and their uncooperative behavior.
- Statement of Truth: Confirm the truth of your statements.
- Signature: Sign in the presence of a solicitor or Commissioner for Oaths.
*. Complete Forms:
- N244: Application Notice for permission to pay funds into court.
- N349: Request for a certificate of satisfaction or cancellation.
Would you like more details on completing these forms?
Yes, I would like more details on completing these forms.
Case Rating: *.
Sure, here are more details on completing the forms:
- N244 (Application Notice):
- Section *: Your name and address.
- Section *: State that you are seeking permission to pay funds into court due to an uncooperative beneficiary.
- Section *: Explain the situation in detail, referencing your affidavit.
- N349 (Request for Certificate):
- Section *: Your name and address.
- Section *: Details of the judgment, if applicable.
- Section *: State that you are requesting a certificate due to the uncooperative beneficiary.
Would you like guidance on any specific sections of these forms?
Sure, here are more details on completing the forms:
- N244 (Application Notice):
- Section *: Your name and address.
- Section *: State that you are seeking permission to pay funds into court due to an uncooperative beneficiary.
- Section *: Explain the situation in detail, referencing your affidavit.
- N349 (Request for Certificate):
- Section *: Your name and address.
- Section *: Details of the judgment, if applicable.
- Section *: State that you are requesting a certificate due to the uncooperative beneficiary.
Would you like guidance on any specific sections of these forms?
Yes, please.
Sure, here are the details for completing the specific sections:
- Tick "Defendant" if the beneficiary is the defendant.
Section *:~N244 (Application Notice)
- Section *: Your name and address.
- Section *: "Seeking permission to pay funds into court due to an uncooperative beneficiary."
- Section *: "The beneficiary has been uncooperative and refused to approve estate accounts since October *. An affidavit detailing the circumstances is attached."
- "Without a hearing" if you ticked "No" in Section *.
Section *:- Section *: Your name and address.
- Section *: "Seeking permission to pay funds into court due to an uncooperative beneficiary."
- Section *: "The beneficiary has been uncooperative and refused to approve estate accounts since October *. An affidavit detailing the circumstances is attached."
~N349 (Request for Certificate)
- Section *: Your name and address.
- Section *: Details of the judgment, if applicable (e.g., date, court).
- Section *: "Requesting a certificate due to the uncooperative beneficiary."
Would you need help with any other sections or further details?
- Section *: Your name and address.
- Section *: Details of the judgment, if applicable (e.g., date, court).
- Section *: "Requesting a certificate due to the uncooperative beneficiary."
Would you need help with any other sections or further details?
Yes, please.
Sure, here are the details for completing the remaining sections:
- Seeking permission to pay funds into court due to an uncooperative beneficiary and to deduct embezzled amounts from their share.
Section *:~N244 (Application Notice)
- Section *: Tick "Yes" if you need a hearing, otherwise tick "No."
- Section *: "Without a hearing" if you ticked "No" in Section *.
- Section *: Tick "Defendant" if the beneficiary is the defendant.
- Section *: Leave blank if not applicable.
- Section *: Tick "Evidence in Part C" and attach your affidavit.
- Section *: Leave blank unless you have a solicitor.
- Section *: "Executor of the estate of [Deceased's Name]."
- Tick "Yes" if you need a hearing, otherwise tick "No."
Section *:- Section *: Tick "Yes" if you need a hearing, otherwise tick "No."
- Section *: "Without a hearing" if you ticked "No" in Section *.
- Section *: Tick "Defendant" if the beneficiary is the defendant.
- Section *: Leave blank if not applicable.
- Section *: Tick "Evidence in Part C" and attach your affidavit.
- Section *: Leave blank unless you have a solicitor.
- Section *: "Executor of the estate of [Deceased's Name]."
~N349 (Request for Certificate)
- Section *: Tick the box for "Certificate of satisfaction or cancellation."
- Section *: If there are any linked judgments or orders, provide details here.
- Section *: "Executor of the estate of [Deceased's Name]."
- Section *: Attach any supporting documents.
Would you need assistance with anything else?
- Section *: Tick the box for "Certificate of satisfaction or cancellation."
- Section *: If there are any linked judgments or orders, provide details here.
- Section *: "Executor of the estate of [Deceased's Name]."
- Section *: Attach any supporting documents.
Would you need assistance with anything else?
Can you kindly suggest any solicitors in London who can help me process this application to court?
For solicitors in London who can assist with processing your application to court, it would be best to check the Law Society's website or contact them directly for recommendations. They can provide a list of qualified solicitors specializing in estate matters.
Would you like help finding additional resources or have any other questions?
Would you like help finding additional resources or have any other questions?
Do you know how much is the court costs for this application?
Court costs for applications can vary. As of the latest updates, typical fees include:
- Application fee: £* (for N244 application notice)
- Hearing fee (if applicable): £*
- Other related fees may apply based on the specifics of your case.
Would you need help with anything else?
- Application fee: £* (for N244 application notice)
- Hearing fee (if applicable): £*
- Other related fees may apply based on the specifics of your case.
Would you need help with anything else?
Is these costs directly paid out of the beneficiaries share of the estate?
These costs can be directly paid out of the beneficiary's share of the estate if the court permits it. Executors are generally allowed to recover reasonable costs incurred during the administration of the estate, including legal fees.
Would you like more information on how to request this from the court?
Would you like more information on how to request this from the court?
Yes, please.
To request that the court costs be paid out of the beneficiary's share of the estate, you should include the following points in your application:
- Detail the Costs: List all costs incurred, including court fees and legal expenses.
- Justification: Explain why these costs should be deducted from the beneficiary's share, highlighting their uncooperative behavior.
- Supporting Documents: Attach receipts and invoices to substantiate the expenses.
Would you need help drafting this part of the application?
- Detail the Costs: List all costs incurred, including court fees and legal expenses.
- Justification: Explain why these costs should be deducted from the beneficiary's share, highlighting their uncooperative behavior.
- Supporting Documents: Attach receipts and invoices to substantiate the expenses.
Would you need help drafting this part of the application?
Yes, please.
Sure, here's a draft for including the request to cover costs in your application:
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N244 (Application Notice)
Section *:
I am requesting permission to pay the beneficiary's share into the High Court of Justice due to their uncooperative behavior. Furthermore, I seek the court's approval to deduct the following incurred costs from the beneficiary’s share of the estate:
- Court Application Fee: £*
- Hearing Fee (if applicable): £*
- Additional Legal Fees: [Specify amount]
Justification:
The beneficiary has refused to approve the estate accounts since October *, causing delays and additional expenses. Their uncooperative stance has necessitated this application, and it is justifiable to deduct these costs from their share of the estate.
Supporting Documents:
Attached are copies of receipts and invoices for the incurred costs.
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Would you need any further assistance with this application?
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N244 (Application Notice)
Section *:
I am requesting permission to pay the beneficiary's share into the High Court of Justice due to their uncooperative behavior. Furthermore, I seek the court's approval to deduct the following incurred costs from the beneficiary’s share of the estate:
- Court Application Fee: £*
- Hearing Fee (if applicable): £*
- Additional Legal Fees: [Specify amount]
Justification:
The beneficiary has refused to approve the estate accounts since October *, causing delays and additional expenses. Their uncooperative stance has necessitated this application, and it is justifiable to deduct these costs from their share of the estate.
Supporting Documents:
Attached are copies of receipts and invoices for the incurred costs.
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Would you need any further assistance with this application?
Can the court deduct the funds from the beneficiary share when we have evidence that they have been embezzling from the estate?
Yes, the court has the authority to deduct funds from the beneficiary's share if there is evidence of embezzlement. Here are the steps:
- Provide clear evidence of embezzlement to the court.
- Request the court to deduct the embezzled amount from the beneficiary's share.
- Detail the evidence and the amounts in your application.
Would you like help drafting the application for this situation?
- Provide clear evidence of embezzlement to the court.
- Request the court to deduct the embezzled amount from the beneficiary's share.
- Detail the evidence and the amounts in your application.
Would you like help drafting the application for this situation?
Yes, please.
Sure, here's a draft to include the request for deducting embezzled funds in your application:
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N244 (Application Notice)
Section *:
I am requesting permission to pay the beneficiary's share into the High Court of Justice due to their uncooperative behavior. Furthermore, I seek the court's approval to deduct the following incurred costs from the beneficiary’s share of the estate:
- Court Application Fee: £*
- Hearing Fee (if applicable): £*
- Additional Legal Fees: [Specify amount]
Justification:
The beneficiary has refused to approve the estate accounts since October *, causing delays and additional expenses. Additionally, there is evidence that the beneficiary has been embezzling funds from the estate. These actions have necessitated this application, and it is justifiable to deduct these costs and the embezzled amount from their share of the estate.
Evidence of Embezzlement:
Attached are copies of documents and records that demonstrate the embezzlement by the beneficiary, detailing the amounts and transactions involved.
Supporting Documents:
Attached are copies of receipts and invoices for the incurred costs.
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Would you need any further assistance withanything else?
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N244 (Application Notice)
Section *:
I am requesting permission to pay the beneficiary's share into the High Court of Justice due to their uncooperative behavior. Furthermore, I seek the court's approval to deduct the following incurred costs from the beneficiary’s share of the estate:
- Court Application Fee: £*
- Hearing Fee (if applicable): £*
- Additional Legal Fees: [Specify amount]
Justification:
The beneficiary has refused to approve the estate accounts since October *, causing delays and additional expenses. Additionally, there is evidence that the beneficiary has been embezzling funds from the estate. These actions have necessitated this application, and it is justifiable to deduct these costs and the embezzled amount from their share of the estate.
Evidence of Embezzlement:
Attached are copies of documents and records that demonstrate the embezzlement by the beneficiary, detailing the amounts and transactions involved.
Supporting Documents:
Attached are copies of receipts and invoices for the incurred costs.
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Would you need any further assistance withanything else?
Please can you help me draft the application for this application.
Sure, here's a draft application for addressing the beneficiary's uncooperative behavior and embezzlement:
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- Your name and address.
Section *:---
N244 (Application Notice)
Section *:- Your name and address.
- Tick "Yes" if you need a hearing, otherwise tick "No."
- Seeking permission to pay funds into court due to an uncooperative beneficiary and to deduct embezzled amounts from their share.
- "Without a hearing" if you ticked "No" in Section *.
- Tick "Defendant" if the beneficiary is the defendant.
- Leave blank if not applicable.
- Tick "Evidence in Part C" and attach your affidavit.
- Leave blank unless you have a solicitor.
- "Executor of the estate of [Deceased's Name]."