The house is worth approx £120000+ with £35000 mortgage outstanding.
Below is a copy is a copy of a report I am currently putting together. it outlines my expenditure on house improvements. Entries are taken from my bank statements or referral to my ex-partners bank account. I am also currently putting together a second half of the report to detail contribution to mortgage payments. My bank statements online go back to 2010 though I lived with my partner since 2007
Could you also advise if I can complete and submit a claim form to County Court without the need of solicitor help?
This narrative is a summary of payments made by David XXXto ***** *****head in relation to the payment of mortgage, general household bills and other capital payments made to her following verbal agreement made to provide improvement of the home and as living together as a couple.
Property-78 Salmon Street South Shields Tyne/Wear NE33 2HE
DavidXXX began living with Susan XXXX in September 2007. The property was owned by her at that time and since then no legal arrangements were made for DavidXXX to become a co-owner of the property. Since that time there was an agreed budget based on earnings to provide for mortgage, bills and general living costs. The amounts monthly varied for several reasons, including fluctuation of earnings and 3 periods spent living apart.
In July 2013 an agreement was made with David XXX by Susan XXX to take early retirement from his work in Local Government and to invest a substantial amount of capital in improving the property in question. Agreement was made on the basis that David XXX would have his name added to the deeds of the property in order to ensure fairness and acknowledge the investment made.
The remainder of this summary is divided into two sections:
The online Bank Account of David XXXcan only be researched from 2010 until the current day. The majority of transactions can be traced from this statement in respect of payments made for goods and services and transfer of payments to Susan XXX in respect of goods purchase and bill payments. Provision of Bank Statements by her will clarify the receipt of payments made into her account and also of payments made for some goods and services using money transferred from David XXs account to her account
Summary of payments made by DavidXXX for goods and services in respect of the aforementioned property.
Date Payment to Amount Reason
9/8/13 S Whitehead £3155 Payment of Credit Card
13/8/13 UK Flooring £1410.62 Flooring Goods
20/8/13 UK Flooring £184.04 Flooring Goods
27/8/13 P Pawson £928 Fitting of Flooring
23/9/13 Barker and Stonehouse £2157 Furniture
23/9/13 World of Brass £89.91 Door Handles
23/9/13 Ikea £56.00 Household goods
23/9/13 Oak Furniture Land £2416.26 Bedroom furniture
23/9/13 Leading Edge £899.99 TV set
25/9/13 Select a Skip £156 Rubbish Removal
24/9/13 Percy Hudson £52.21 Flooring Goods
30/9/13 Discount Décor £161.90 Decorating materials
13/10/13 K Metters £360 xfer Deposit for bathroom installation
1/11/13 Bath Empire £886.88 Bathroom Goods
1/11/13 Classic Tiles £66 Bathroom Floor Tiles
16/11/13 K Metters £2600 cash Bathroom Installion
18/11/13 BQ £27.92 Decorating Tools
18/11/13 Décor Cladding £240 Wall Cladding
10/12/13 Redstone Catering £48.42 Plates
18/12/13 S Whitehead £25000 cash xfer
19/12/13 S Whitehead £5000 cash xfer
From the above sums of £25000 and £5000 further purchases were made as follows and paid for from the account of Susan XXXX either by debit card or cash payment
Installation of new kitchen units cost of £3600 fitting of £1000 =£4600 debit card used for units cash for installation
Installation of flooring in hallway dining room and kitchen £2200- materials £1600 from UK Flooring Direct paid by S Whitehead Debit Card
Installation of new rear shed door and window by P Pawson materials £560 fitting £80 and cost of new rear gate yet to be fitted £70 =£710 cash paid
Plastering of 3 rooms total £660 cash paid
Reception room furniture £370 paid by debit card
Fitting of TV to wall £70 paid cash to TVR Newcastle
Refurbishment of bedroom-- Carpet £400 paid by debit card Bedding £160
Additional Wardrobe purchase from Oak Furniture Land £550 paid by debit card
Exterior wall fence £550 paid cash
Kitchen Items £220 from Fenwicks Newcastle paid by debit card
1 Hoover £89.99 paid by debit card
1 steamer £50 cash
Total Goods and Services in relation to property in question
The following work was carried out on the internal improvements and external improvements
Installation of new kitchen units cost of £3600 fitting of £1000 and other materials £700 =£5300
Installation of flooring in hallway dining room and kitchen £2200- (materials £1600}
Bathroom Installation £3300
Plastering of 3 rooms total £660
Installation of new rear shed door and window £560
Installation of exterior metal fence £550
Skip £156 (Rubbish Removal)
Internal decoration of all rooms approx £1500 including blinds etc
Roofing fixed £500
Refurbishment of interior doors including stripping and new door furniture and fitting £350
New lighting in 3 rooms £300
In addition to the above I paid approx £850 per month towards mortgage and bills and buildings insurances the remainder of my salary of £1800 was used towards food and other spending such as holidays xmas presents and spending money each month. From July 2013 my salary and pension came to £1470 and this was paid into ***** *****head's account each month and used also for mortgage, bill payments and insurances in addition to food and other spending money
Thank you for your help!
I would say the work enhanced the value by about 15;000. The rental of a 2 story 4 bed maisonnette is around 650 per month
Thanks for your excellence. Finally if I have to go to court do I need a solicitor to prepare my case or can I do thi myself. Also if fees are an issue in the short term could these be deducted from the final settlement
Sorry but can you tell me which forms are needed to make a financial claim under the Act you quoted and are there any copy letters I can refer to or use for the pre protocol procedure?