With many strange forms to fill out, applying for probate can seem like a daunting and complicated process.

From PA1 to IHT423, we are going to take a look at the forms and paperwork you’re required to send off when applying for a Grant of Representation.

Getting Started With A PA1

A PA1 application form is the main form to complete when applying for probate. It can be downloaded from the HM Courts and Tribunals website and needs to be filled out by the deceased person’s executors or administrators.

The form is used to collect relevant details about the deceased person and their estate. You will be able to use this to provide a record of the assets included in the estate and their value.

The PA1 is broken down into sections:

Section A – Asks whether or not the deceased left a Will. If they did, the section will go into details concerning if they had married or entered into a civil partnership, and who will be benefiting under the Will etc.

Section B  Focuses on details about the deceased’s living relatives. Information on blood and legally adopted relatives is needed. You don’t have to worry about including step relatives. However, half relative details are required.

Section C – Is all about providing details about the person making the application for probate. Usually one executor will be the main applicant, others can be named under Section C8.

Section D – Requires further details about the deceased, including if they had other names, their last permanent address, assets they held under their name and their marital status when they died.

Section E – Concerns all the relevant information about the deceased’s estate.

There are guide leaflets like the PA2 available, if you’re filling out the PA1 without any professional help.

Next Step Is Inheritance Tax

While completing the PA1, you will also need to go through the relevant IHT form, in regards to inheritance tax.

If inheritance tax is due then you’ll need to complete an IHT400 form.

Keep in mind that no inheritance tax is due if the value of the state is below the tax threshold, which currently stands at £325,000. The same applies if everything is being left to a spouse or civil partner.

If no inheritance tax is payable, you can fill out the shorter IHT205 form.

More Points On IHT

Before HM Revenue and Customs issues you with a Grant of Representation, you will usually have to pay some of the Inheritance Tax if any is due.

You will have to use form IHT423 – this will allow you to pay by transferring money from the deceased’s bank or building society account via the Direct Payment Scheme.

If you claim an additional IHT allowance from the estate your handling and it falls below the IHT threshold, then you’ll need an IHT217 form. If it’s above the threshold, then complete form IHT402.

Take Your Time Before You Send

Once you’ve completed the required forms, including the PA1, and any relevant IHT forms – you will then need to send them to the Probate Registry. You also need to enclose the original Will, death certificate and a cheque or postal order for your application fee.

You’ll also then need to swear an oath confirming the details you’ve provided are correct to the best of your knowledge. The Probate Registry will send you the oath instructions and details on arranging an appointment.

It’s important to be careful when filling out your forms, don’t rush and always check the details you’ve provided – as you could face a potential fine if you send inaccurate information. As the executor filling out probate paperwork, you could be held legally liable and responsible for any mistakes made.

Assuming there are no problems once you’ve sent off the application, it usually takes around 10 days for the grant to arrive through the post.

At Get Probate we can handle the hassle for you – by completing all the forms required on your behalf as part of our Grant of Probate service.

Alternatively, simply contact us on 0161 907 4044 or [email protected] to find out how we can help you.