2025-0129
Estate of Mrs Doris E. Pemberton (dec.) — grant of probate
OpenWills & Probate·Estate of Mrs Doris E. Pemberton (dec.)·Opened 24 Jul 2026
Background
Application for a grant of probate and full estate administration. Estate comprises the deceased home at 18 Ravenhurst Road, three bank accounts, a modest share portfolio and personal chattels. Four residuary beneficiaries.
File note
IHT400 not required — estate is an excepted estate. Grant applied for. One beneficiary is querying the valuation of the chattels; a further probate valuation has been commissioned to head off a dispute.
Key dates
3 recorded| Date | Event | Type | Due |
|---|---|---|---|
| 13 Nov 2026 | Grant of probate expected from HMCTS | Review | in 2 weeks |
| 24 Nov 2026 | Section 27 Trustee Act notice period expires Two months and one day from publication. Do not distribute before this date. | Filing deadline | in 4 weeks |
| 05 Jan 2027 | Estate accounts to beneficiaries | Review | in 2 months |
Tasks
1 open · 1 completed| Task | Assigned | Due | Priority | Status | |
|---|---|---|---|---|---|
Place section 27 Trustee Act notices | EF | 24 Sept 2026 | High | Done | |
Draft estate accounts for approval | EF | in 2 weeks | Medium | Not started |
Time recorded
5h 48m total · 5h 6m billable · £1,300.00| Date | Fee earner | Narrative | Activity | Units | Value | Billed |
|---|---|---|---|---|---|---|
| 28 Oct 2026 | SM | Preparing application for grant of probate | Research | 12 · 1h 12m | £114.00 | WIP |
| 19 Oct 2026 | DV | Attendance on executor regarding estate assets | Telephone | 10 · 1h | £310.00 | WIP |
| 16 Oct 2026 | DV | Corresponding with asset holders to obtain date of death valuations | Attendance | 3 · 18m | £93.00 | WIP |
| 14 Oct 2026 | DV | Corresponding with asset holders to obtain date of death valuations | Telephone | 4 · 24m | £124.00 | WIP |
| 08 Oct 2026 | DV | Drafting estate accounts | Attendance | 6 · 36m | £186.00 | WIP |
| 24 Sept 2026 | DV | Placing statutory advertisements under section 27 Trustee Act 1925 | Attendance | 5 · 30m | — | Non-billable |
| 21 Sept 2026 | TO | Drafting estate accounts | Attendance | 2 · 12m | £39.00 | WIP |
| 18 Sept 2026 | DV | Placing statutory advertisements under section 27 Trustee Act 1925 | Letter out | 1 · 6m | £31.00 | WIP |
| 11 Sept 2026 | DV | Considering beneficiary query regarding chattel valuations | Attendance | 4 · 24m | £124.00 | WIP |
| 10 Aug 2026 | DV | Placing statutory advertisements under section 27 Trustee Act 1925 | Telephone | 3 · 18m | £93.00 | WIP |
| 06 Aug 2026 | DV | Drafting estate accounts | Telephone | 1 · 6m | — | Non-billable |
| 05 Aug 2026 | DV | Corresponding with asset holders to obtain date of death valuations | Attendance | 1 · 6m | — | Non-billable |
| 04 Aug 2026 | DV | Drafting estate accounts | Research | 6 · 36m | £186.00 | WIP |
Disbursements
Money paid out on the client behalf, billed at cost| Date | Description | VAT | Paid out | Amount | Billed |
|---|---|---|---|---|---|
| 23 Sept 2026 | Section 27 statutory advertisements | Standard | Paid | £215.00 | Unbilled |
| 22 Aug 2026 | Office copies of the grant (x6) | Outside scope | Paid | £9.00 | Unbilled |
| 20 Aug 2026 | Probate application fee | Outside scope | Paid | £300.00 | Unbilled |
Documents
6 on file| Document | Type | Ver. | Filed by | Filed | Size | |
|---|---|---|---|---|---|---|
| Client care letter and terms of business.pdf | Client care letter | v1 | DV | 26 Oct 2026 | 660 KB | Download |
| Section 27 notice — London Gazette.pdf | Evidence | v1 | DV | 26 Oct 2026 | 1.1 MB | Download |
| Will of Doris E. Pemberton dated 11.06.2019.pdf | Evidence | v1 | DV | 11 Oct 2026 | 2.4 MB | Download |
| Death certificate.pdf | Evidence | v1 | DV | 30 Sept 2026 | 3.6 MB | Download |
| PA1P probate application.pdf | Court document | v1 | DV | 26 Aug 2026 | 918 KB | Download |
| Schedule of estate assets and liabilities.xlsx | Evidence | v1 | DV | 26 Jul 2026 | 3.2 MB | Download |
Bills
| Bill | Issued | Due | Profit costs | Disb. | Total | Outstanding | Status |
|---|---|---|---|---|---|---|---|
| INV-2025-0455 | 11 Sept 2026 | 11 Oct 2026 | £2,400.00 | £524.00 | £3,404.00 | — | Paid |