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    Asset Valuation and allowable expenses in Statement of Affairs

    Thank you for your prompt response, much appreciated.
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    Asset Valuation and allowable expenses in Statement of Affairs

    Hi all, I am carrying out a personal application for probate and am reading the Guide to completing a Statement of Affairs but would appreciate clarification on the following: Market value of car - car was advertised at 16k (carzone gave this valuation), after about 2 months of no interest, we...
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    What are the income exemption limits for incapacitated people?

    Great, thanks for all your help.
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    What are the income exemption limits for incapacitated people?

    Many thanks Sophrosyne So I am not going mad! There is no specific exemption for incapacitated people. The person in question is my uncle who is over 65 and incapacitated and is above the income threshold. I know he is not exempt being merely over 65 but am looking to see if he could be...
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    What are the income exemption limits for incapacitated people?

    Thanks Sophrosyne From my understanding S267(3) specifies that they can claim a refund if they are entitled to but where does it mention the tax reliefs and exemptions that entitles them to claim the refund? I am having difficulty finding this in S267 (3) or indeed any other section. S256A1...
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    What are the income exemption limits for incapacitated people?

    Hi Can you point to the specific legislation in TCA 97 where it says that incapacitated people must be earning less than the exemption limits to get a refund. S267 (1) specifies that an incapacitated person or persons over 65 are relevant persons. S267 (3) goes onto specify that relevant...
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    Inland Revenue Affidavit (Form CA24) Computer Version

    I don't know about applying outside of Dublin. To clarify above, you have to go to the stamp office to pay the probate fee. Proof of payment then needs to be shown to probate office before they will process grant. It's not the actual CA24 that gets stamped as far as I recall.
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    Inland Revenue Affidavit (Form CA24) Computer Version

    I hand delivered all the forms as didn't want them to get lost in the post- a lot of effort went into preparing it! I didn't include account statements. They are not needed at this stage, just make sure you have back up for everything at the appointment as they will check everything. It took...
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    Inland Revenue Affidavit (Form CA24) Computer Version

    In answer to your questions 1. I printed it in black and white, single sided (note in my case there were not enough pages on the form to fill in all joint assets so I just printed out the pages applicable to the joint assets again and inserted them into the form. So effectively the form had two...
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    Cost of registration of an Enduring Power of Attorney

    I recently organised one for my mum and it cost €800. This included drafting EPA, sending notification letters to 3 notice parties included in EPA and getting doctors approval that mum is of sound mind to sign EPA.
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    Executor & beneficiary of will. DIY Probate. Informing solicitors and related issues.

    Does this mean pg 3 of the CA24 does not have to be witnessed by a solicitor before sending it to revenue? Can it be done at the same time as the interview with the probate office? many thanks
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    Bank of Ireland Another success! BoI reinstates another tracker from a fixed rate!

    I have received a letter from BOI reinstating the tracker with immediate effect without having to pay a break out fee. They are also going to refund the difference in the interest. A year later, this has finally been resolved. We did not get the central bank involved but would have had the...
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    Success - BoI agrees to reinstatement of tracker and to break fixed rate

    Hi Athlone74 I also got the letter reinstating the tracker with immediate effect without having to pay a break out fee. A year later, this has finally been resolved to our satisfaction. Regards Swiggy Discussed in this post
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    Bank of Ireland Another success! BoI reinstates another tracker from a fixed rate!

    Hi Carmelmagu Can you pm with your details please. thanks Swiggy
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    Bank of Ireland Another success! BoI reinstates another tracker from a fixed rate!

    Thanks Brendan for the advice. I agree with you that a concerted effort by a group of people will be more effective. If those who have been affected by this please send me a PM, I will draw up a list and we can take it from there. I received further correspondance from the FO since my last...
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    Bank of Ireland Another success! BoI reinstates another tracker from a fixed rate!

    Hi Athlone74 I got the final response from the bank which was negative as expected. I have forwarded this onto the financial ombudsman and am awaiting a response from them. This has been going on since April 2011 now and I am thinking of paying the penalty as it is costing me alot more money...
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    Bank of Ireland Another success! BoI reinstates another tracker from a fixed rate!

    Thanks Athlone74. Like you I am going to pursue this all the way! Will keep you updated.
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    Bank of Ireland Another success! BoI reinstates another tracker from a fixed rate!

    Hi Athlone74. Thanks for giving us an update on your situation. I am still waiting for a final response letter from the bank but judging from your experience it will be negative as I am in the exact same position as you. I asked the bank to refund me the difference in the interest rates to my...
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    Bank of Ireland Another success! BoI reinstates another tracker from a fixed rate!

    Thanks the daras for the advice. When you say you are waiting for a final resolution, is that from the bank or from the financial ombusdman? I incidently received a reply in record time from the bank to my second letter stating that BOI have made no error on my mortgage account. I would...
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    Bank of Ireland Another success! BoI reinstates another tracker from a fixed rate!

    Originally |tracker March 2007|fixed for two years March 2009 - March 2011|variable March 2011|fixed for three years April 2011|BoI wrote to say I should have been offered tracker I was originally on a tracker and then fixed for 2 years. When my first fixed period expired in March 2009, the...
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