Probate forms for IHT
The probate application forms, these forms must be completed for every application for probate and must always be accompanied by the corresponding inheritance tax forms. When there is inheritance tax to pay you would use IHT400 form. You must also send the will and death certificate with the application and a cheque for Payment of the fee.
The inheritance tax forms for an estate where inheritance tax is payable or there’s no Inheritance Tax to pay, but the estate doesn’t qualify as an excepted estate. This must be accompanied by the PA1 application form, the will and the death certificate.
This form you would use when there is inheritance tax to pay on an Estate, a trust, a gift to a trust where the person making the gift is still alive or any other immediately chargeable transfer. This must be sent with the corresponding PA1 form, IHT 400 form, the will and death certificate.
This Form is used to pay the Inheritance Tax that is due, by transferring money from the deceased’s bank or building society account(s).
Guidance notes on how to work out the interest on Inheritance tax payments when they are being paid in installments.
Guidance notes on how to fill in the forms you need to complete your Inheritance Tax account, follow the correct procedure to apply for a grant of probate and pay the correct amount of Inheritance Tax, if there is any to pay.
Probate Summary form to be filled out if you are applying for a grant of representation in England, Wales or Northern Ireland.
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