Here you find a list of useful forms, and accompanying guidance notes, you may need when dealing with a deceased person’s estate.
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Grant of Representation (Probate and Letters of Administration)
The executors will need to complete this form to apply for a Grant of Representation. If the deceased left a Will, then the application will be for probate, and the original Will has to be included with the application form. If they did not leave a Will, then the application is for Letters of Administration. If you intend to attempt to complete and submit the Grant of Representation forms yourself, the Court fee is £215.
| Grant of Representation (Probate and Letters of Administration) | |
|---|---|
| PA1— Probate application | DOWNLOAD |
Inheritance Tax
You also need to submit a completed Inheritance Tax form, even if the estate is not likely to be subject to Inheritance tax. If the estate is under £5,000 then it will be classed as a small estate, and a grant of representation is not required.
| Inheritance Tax | |
|---|---|
| PA1— Probate application | DOWNLOAD |
| IHT205 – Inheritance Tax return of estate information if the estate is unlikely to pay IHT | DOWNLOAD |
| Notes to help you fill in form IHT205 | DOWNLOAD |
| IHT400 – Inheritance Tax form (where IHT is likely to be due) | DOWNLOAD |
| Guide to completing your Inheritance Tax account | DOWNLOAD |
| Inheritance Tax account calculation | DOWNLOAD |
| Inheritance Tax nil rate bands, limits and rates | DOWNLOAD |
| Working out the interest on Inheritance Tax payments helpsheet | DOWNLOAD |
| IHT 421 – Probate summary | DOWNLOAD |
| IHT405 – Houses, land, buildings and interests in land | DOWNLOAD |
| IHT401 – Domicile outside the United Kingdom | DOWNLOAD |
| IHT413 – Business and partnership interests and assets | DOWNLOAD |
| IHT415 – Interest in another estate | DOWNLOAD |
| IHT419 – Debts owed by the deceased | DOWNLOAD |
| IHT422 – Application for an Inheritance Tax Reference | DOWNLOAD |
| IHT430 – Reduced rate of Inheritance Tax | DOWNLOAD |
| IHT436 – Claim to transfer any unused residence nil rate band | DOWNLOAD |
| Inheritance Tax Toolkit | DOWNLOAD |
| Capital taxation and the National Heritage Information | DOWNLOAD |
Renunciation of Executor
If an executor or administrator decides not to carry out their duties and wishes to renounce, then they need to complete this form
| Renunciation of Executor | |
|---|---|
| PA10 — Renunciation (Will) – this means giving up the right to act as executor/administrator | DOWNLOAD |
Confirmation – Scotland
If the deceased lived in Scotland, then the executors will need to make an application for Confirmation, and the relevant Inheritance Tax, C5.
| Confirmation – Scotland | |
|---|---|
| C1 – Confirmation form | DOWNLOAD |
| C2 – Inventory continued | DOWNLOAD |
| C1 and C2 Combined confirmation and inventory (Scotland) | DOWNLOAD |
| C3 -Notes to help you fill in form C1 Confirmation Inventory and form C5(2006) HM Revenue & Customs Return (Scotland) | DOWNLOAD |
| C4 – Corrective Inventory and Account | DOWNLOAD |
| C4 – Continuation sheet | DOWNLOAD |
| C5 – Information about Small Estates (Scotland) | DOWNLOAD |
Lost Wills
If you are searching for a lost Will, you can either request a postal search of records if you are unsure of which Probate Registry granted the Probate, or if you know where the grant was issued, you can send a questionnaire to that office. Alternatively you can search for records online using the search facility on the Gov.uk website.
| Lost Wills | |
|---|---|
| Postal search of the Probate records of England and Wales | DOWNLOAD |
| Form PA13: Lost Will questionnaire | DOWNLOAD |
Claiming on an Estate
The claim form below would be used in a contentious probate situation. There are useful guidance notes below for both the application and the defendant.
| Claiming on an Estate | |
|---|---|
| N2 – Claim Form (probate claim) | DOWNLOAD |
| N2a – Probate Claim Notes for claimant on completing a claim form | DOWNLOAD |
| N3 – Acknowledgment of service (probate claim) | DOWNLOAD |
| N2b – Probate Claim – Notes for the defendant | DOWNLOAD |
Contest a Will
If you wish to challenge a Will, then you will need this form, and helpful guidance notes. If you are on the receiving end of a Will challenge, you may find the notes for the defendant helpful.
| Contest a Will | |
|---|---|
| Form N2: Contest a will – Make a court claim to challenge a probate decision | DOWNLOAD |
| Probate Claim – Notes for claimant on completing a claim form | DOWNLOAD |
| Probate Claim – Notes for the Defendant | DOWNLOAD |
Power of Attorney for an Executor or Beneficiary
Should a beneficiary or an executor/personal representative wish to appoint an attorney to act as their representative, then the appropriate form below is required.
| Power of Attorney for an Executor or beneficiary | |
|---|---|
| PA11 – Apply for power of attorney (Will) | DOWNLOAD |
| PA 12 – Apply for power of attorney (Intestate) | DOWNLOAD |
