Completing the probate uk forms
Here is some info regarding completing the probate uk forms
When you have gathered all the information you require you can
complete the probate uk forms and send them to the uk Probate Registry.
FORM PA1: The Probate uk Application Form
In this form, the following information will be requested:
❚ The deceased’s date of birth and death, full name, address,
and occupation
❚ The Will and whether Personal Representatives were appointed
❚ The numbers of all of the deceased’s relatives in categories such as
children, brothers and sisters, uncles and aunts etc
❚ The applicant(s) – The person(s) to whom the Grant will be issued
❚ Details of the surviving spouse or civil partner
❚ Details of assets held in another name
❚ The deceased’s adoption if applicable
❚ Whether the deceased was illegitimate or had any illegitimate children
❚ The choice of Controlling Probate Registry (or one of its interview
venues) where you would like to be interviewed
FORM IHT205: The Return of Estate Information
This form is used for small estates with a gross value of either less than
the inheritance tax threshold, or estates worth less than £1,000,000,
where there is no inheritance tax to pay because of spouse, civil partner
or charity exemption.
probate uk instructions:
In this form, the following information will be requested:
❚ If the deceased made gifts totalling more than £3,000 per year in the
seven years prior to the date of death
❚ If the deceased gave up the right to benefit from assets held in trust
within seven years of the date of death
❚ If the deceased made a gift, but continued to benefit from all or part of
the gift (for example, if the deceased gifted their home to a child but
continued to live in it)
❚ If the deceased had benefited from assets held in trust
❚ If the deceased owned or benefited from assets held abroad
❚ If the deceased held any life assurance policies
❚ If the deceased’s had any pension policies
❚ The gross value of the deceased’s assets including cash and money
held in bank accounts and savings accounts
Details will also be requested about:
❚ Personal goods
❚ Stocks and shares
❚ Insurance policies
❚ Money owed to the deceased
