Grants of Representation Flashcards

1
Q

What is a grant of representation?

A

A legal document which confirms a person’s right to administer the estate of a deceased person

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2
Q

Which court usually handles probate business when the estate is non-contentious?

A

Family Division of the High Court

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3
Q

Which 2 courts usually handles probate business when the estate is contentious?

A
  1. Chancery Division of High Court
  2. County Court (if estate is worth less than £350k)
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4
Q

PRs can obtain payments held in National Savings Bank accounts/certificates, premium saving bonds, and building societies:
1. Up to what amount?
2. What must they produce?

A
  1. £5,000
  2. Death certificate
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5
Q

Name 4 other types of assets that can usually be sold by a PR by producing a death certificate?

A
  1. Furniture
  2. Jewellery
  3. Clothing
  4. Cars
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6
Q

When is a grant of probate used?

A

When D left a valid will appointing an executor who is willing to act as PR

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7
Q

How many executors can be appointed under a grant of probate?

A

4

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8
Q

When is a letters of administration with will annexed used?

A

Where D had a will but there’s an issue with the appointment of an executor (e.g. they predeceased D or are unable or unwilling to act)

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9
Q

What is the rule 20 non-contentious probate rules preferential order for applicants to letters of admin with will annexed after the executor ? (5 categories)

A
  1. Trustee of residuary estate
  2. Any other residuary beneficiary
  3. PRs of any residuary beneficiary
  4. Any other beneficiary/creditor
  5. PRs of any other beneficiary/creditor

(remember - residuary has priority!)

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10
Q

A person applying for letters must _____ ___ anyone having a higher ________ to a grant by confirming in their application that such persons have _________ or have ___

A

clear off, entitlement, renounced, died

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11
Q

What is the minimum no. of administrators that must be appointed if a minor child is a beneficiary?

A

2 administrators

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12
Q

When is letters of administration used?

A

If D left no will (i.e. they died intestate)

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13
Q

What is the order of preference for the grant of a letters of administration under rule 22 of the non-contentious probate rules (6 categories)?

A
  1. Spouse
  2. Children (or their issue if they predeceased D)
  3. Parents
  4. Siblings (whole blood then half blood)
  5. Grandparents
  6. Uncles and aunts

(note: PRs of a person in the above list have the same right as the person)

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14
Q

When there is more than one person of equal rank under the order of preferences, and one has a vested interest and one has a contingent interest in the estate, the court generally prefers an application by which beneficiaries?

A

Those with a vested interest

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15
Q

What is a grant de bonis non?

A

A special type of grant which must be obtained when the sole or last surviving PR of D’s estate dies after taking out the grant, but before completing the administration

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16
Q

Will a grant de bonis non be used where an executor has died but has left an executor of their own? Why/why not?

A

No - the second executor will continue the original D’s administration alongside the admin of the dead executor’s (known as chain of representation)

17
Q

Allen dies with a valid will. In this, he names Betty as his executor. Betty obtains a grant of probate in Allen’s estate but dies before the estate is finalised. Betty’s will names Frank as executor.

Who completes the administration of the estate of:
1. Alan
2. Betty

A

Frank in both - due to the chain of representation

18
Q

Is a chain of representation available for administrators?

A

No - executors only

19
Q

If a minor is one of several PRs, a grant will be made to the _____ with power being _______ for the minor

If the minor is the only PR, a grant will be made to their _______ to serve until the minor is 18

A

adults, reserved, parents