Topic

Templates

EXAMPLE 1

McFly & Co. 

15 Sandown Terrace, Ballymena, N Ireland BT43 0ZZ 

Tel: 01234 567890Fax: 01234 567899 

 

25 September 2014 

 

The Chief Executive 

Save the Bangor Banger 

Bangor 

N Ireland 

 

Dear Sir, 

John Doe, Deceased 

We are appointed executors of the Late Mr Doe’s estate from which your charity is due to receive one third of the residue, subject to the payment of all debts, funeral and testamentary expenses, legacies and administration expenses. 

We are in the process of applying for probate and will contact you once we are in a position to distribute the estate. 

Yours faithfully  

McFly & Co. 

 

EXAMPLE 2

 

McFly & Co. 

15 Sandown Terrace, Ballymena, N Ireland BT43 0ZZ 

Tel: 01234 567890Fax: 01234 567899 

 

25 October 2014 

 

The Chief Executive 

Save the Bangor Banger 

Bangor 

N Ireland 

 

Dear Sir, 

John Doe, Deceased 

Thank you for your letter of 27th September. 

Please find enclosed herewith a copy of Mr Doe’s Will & Codicil for your information. 

Probate has now been granted and we will proceed to distribute the estate once the monies are to hand. 

We will contact you once we are able to make payment of your legacy. 

Yours faithfully 

McFly & Co. 

 

EXAMPLE 3

LAST WILL & TESTAMENT 

This is the last Will and Testament of me JOHN DOE of 99 Quality Street, Ballymena 

  1. I REVOKE ALL FORMER Wills and testamentary dispositions at any time heretofore executed or made by me.
  2. I APPOINT MCFLY & CO. of 15 Sandown Terrace, Ballymena, Northern Ireland to be the executors and trustees of this my Will AND I DECLARE that the expression “my Trustees” shall include the trustee or trustees for the time being hereof.
  3. I GIVE my collection of Chieftains albums to my Sister JANE
  4. I GIVE all my clothes to THE SALVATION ARMY of 101 Queen Victoria Street, London on the understanding that they are distributed to ex servicemen now living rough on the streets of Belfast.
  5. I GIVE £75,000 to THE PARTNERS OF MCFLY & CO. in recognition of the sterling work they have done in the field of domestic conveyancing over the past 300 years.
  6. I GIVE £150,000 to my neighbour STEPHANIE in recognition of the fact that she always said hello. 
  7. I GIVE all the remainder of my estate to my Executors upon trust to retain or sell without liability for loss upon trust to pay thereout all my debts and funeral and testamentary expenses and TO DIVIDE my estate as to one third to SAVE THE BANGOR BANGER, one third to my sister JANE, and one third to my NEPHEWS.
  8. The receipt of the person who appears to be the Treasurer or other proper office of any charity shall be a good discharge to my Executors. 

IN WITNESS whereof I have hereunto set my hand this 29th day of February 1973. 

Signed by the said JOHN DOE} 

in our presence and attested by us} John Doe 

in the presence of him} 

and of each other} 

Stephanie Shaw Jeremy Strong 

101 Quality Street The Bull Inn 

Ballymena Coleraine 

 

EXAMPLE 4

CODICIL TO THE LAST WILL & TESTAMENT 

This is the FIRST CODICIL to my Will dated 29th February 1973 of me JOHN DOE of 57 Regal Lane, Lisburn, Northern Ireland. 

  1. I REVOKE the gift to my sister of my Chieftains albums. 
  2. In all other respects I confirm my said Will. 

IN WITNESS whereof I have hereunto set my hand 

SIGNED BY JOHN DOE} 

in our presence and attested by us} john doe 

in the presence of him} 

and of each other} 

Veronica Swan James Spade 

16 Sandown Terrace 16 Sandown Terrace 

Carrickfergus Carrickfergus 

N Ireland N Ireland 

 

EXAMPLE 5

McFly & Co. 

15 Sandown Terrace, Ballymena, N Ireland BT43 0ZZ 

Tel: 01234 567890Fax: 01234 567899 

 

25 November 2014 

 

The Chief Executive 

Save the Bangor Banger 

Bangor 

N Ireland 

 

Dear Sir, 

John Doe, Deceased 

We acknowledge receipt of your letter of 27th October and enclose a copy of the Assets and Liabilities although we are unsure what use these are to you as they do not form the final estate accounts. 

As you will see, Mr Doe’s property has been valued for Probate at £254,000 and we are marketing it with our associated Agency in the sum of £260,000. 

We will advise once the property has been sold. 

Yours faithfully 

McFly & Co.

Assets
Property £254,000.00
Shares £468,000.00
Record Collection £10.00
Chattels £1,000.00
Money in house £0.57
TOTAL £723,010.57

 

Liabilities
Funeral Account £7,954.38
Memorial Stone £2,984.00
Wake £659.41
Flowers £200.00
Gift to Minister £50.00
Gas Bill £235.64
Electricity Bill £59.21
BT Bill £23.41
Council Tax £39.74
Credit Card £4,587.62
TOTAL £16,793.41

EXAMPLE 6

McFly & Co. 

15 Sandown Terrace, Ballymena, N Ireland BT43 0ZZ 

Tel: 01234 567890Fax: 01234 567899 

 

6 January 2015 

 

The Chief Executive 

Save the Bangor Banger 

Bangor 

N Ireland 

 

Dear Sir, 

John Doe, Deceased 

We acknowledge receipt of your letter of 1st December and enclose a copy of the valuation obtained by Busted & Daughters Estate Agents prior to marketing. 

We would draw your attention to the fact that we are in a falling market and the Agents have recommended that any offer over the sum of £230,000 be accepted, particularly given the harsh winter we are currently experiencing. 

We will advise once the property has been sold. 

Yours faithfully 

McFly & Co. 

EXAMPLE 7

McFly & Co. 

15 Sandown Terrace, Ballymena, N Ireland BT43 0ZZ 

Tel: 01234 567890Fax: 01234 567899 

25 February 2015 

 

The Chief Executive 

Save the Bangor Banger 

Bangor 

N Ireland 

 

Dear Sir, 

John Doe, Deceased 

The property continues to be on the market with very little interest and the next door neighbour has approached this firm with the suggestion that he purchase the property at probate value in order to allow Mr Doe’s wishes to be carried out as soon as possible. 

We think this is an eminently sensible idea and will proceed accordingly, with contracts being exchanged this Friday with completion set for 2 weeks hence. 

The monies released from this together with the sale of shares should allow us to finalise the administration by the end of next month. 

Yours faithfully 

McFly & Co. 

EXAMPLE 8

McFly & Co. 

15 Sandown Terrace, Ballymena, N Ireland BT43 0ZZ 

Tel: 01234 567890Fax: 01234 567899 

4 May 2015 

 

The Chief Executive 

Save the Bangor Banger 

Bangor 

N Ireland 

 

Dear Sir, 

John Doe, Deceased 

It is unfortunate that once again the administration of this straightforward estate is being hampered by the demands of a charity. 

We have taken Counsel’s opinion and on his advice proposed the claw back clause to Mr Doe’s neighbour.  He has now withdrawn from the sale and the property is back on the market. 

We are not therefore able to make payment of your legacy and this may perhaps allow you to reflect on the fact that your charity’s insistence on matters of such minuscule importance has once again delayed the completion of this estate. 

I have no doubt that had Mr Doe known what trouble his generosity to your charity would have caused that he would have left is money elsewhere, as I will be advising all future clients. 

Yours faithfully 

McFly & Co. 

EXAMPLE 9

McFly & Co. 

15 Sandown Terrace, Ballymena, N Ireland BT43 0ZZ 

Tel: 01234 567890Fax: 01234 567899 

25 September 2015 

 

The Chief Executive 

Save the Bangor Banger 

Bangor 

N Ireland 

 

Dear Sir, 

John Doe, Deceased 

The property has now been sold and we enclose your cheque in the sum of £77,932.31. 

Please sign the enclosed receipt and Indemnity so that we can close our file. 

Yours faithfully 

McFly & Co. 

EXAMPLE 10

McFly & Co. 

15 Sandown Terrace, Ballymena, N Ireland BT43 0ZZ 

Tel: 01234 567890Fax: 01234 567899 

14 February 2016 

 

The Chief Executive 

Save the Bangor Banger 

Bangor 

N Ireland 

 

Dear Sir, 

John Doe, Deceased 

Estate accounts are now enclosed. 

Please return the receipt and indemnity. 

Yours faithfully 

McFly & Co. 

Final Accounts for John Doe

Assets
Property £215,995.00
Shares £432,000.00
Bank account £32,417.89
Record Collection £ –
Chattels £34.00
Money in house £324.51
TOTAL £680,771.40

 

Liabilities
Funeral Account £7,954.38
Memorial Stone £2,984.00
Wake £659.41
Flowers £200.00
Gift to Minister £50.00
Gas Bill £115.67
Electricity Bill £87.21
BT Bill £23.41
Council Tax £39.74
Credit Card £4,587.62
IHT £145,591.20
TOTAL £162,292.64

 

DISTRIBUTION
Assets £680,771.40
Less Liabilities £162,292.64
Legacy to McFly & Co £75,000.00
Legacy to Neighbour £150,000.00
McFly & Son fees £47,654.00
Busted & Sons fees £5,399.98
Accountants fees £1,675.54
Counsel’s Fees £4,952.31
£680,771.40 £446,974.47
Residue £233,796.93
Share to Save the Bangor
Banger £77,932.31
Share to Jane £77,932.31
Share to Nephews £77,932.31

 

EXAMPLE 11

McFly & Co. 

15 Sandown Terrace, Ballymena, N Ireland BT43 0ZZ 

Tel: 01234 567890Fax: 01234 567899 

The undersigned, Save the Bangor Banger hereby acknowledges receipt of 1/3 interest in the residuary estate of John Doe. The undersigned hereby releases and forever discharges and McFly& Co [executors], both in their capacity as independent executors of the estate of John Doe, and individually, of any and all claims of any kind which distributee ever had, now has or hereafter can, shall or may have, under the Last Will and Testament of decedent and with respect to the administration of the estate of decedent. 

Signed: 

Date: 

EXAMPLE 12

McFly & Co. 

15 Sandown Terrace, Ballymena, N Ireland BT43 0ZZ 

Tel: 01234 567890Fax: 01234 567899 

25 October 2016 

 

The Chief Executive 

Save the Bangor Banger 

Bangor 

N Ireland 

 

Dear Sir, 

John Doe, Deceased 

With compliments