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Probate Application Form - PA1 Please use BLOCK CAPITALS Name of deceased Interview venue Dates to avoid Click here to reset form Please read the following questions and PA2 booklet ‘How to obtain probate’ carefully before filling in this form. Please also refer to the Guidance Notes enclosed where an item is marked *. PLEASE COMPLETE ALL SECTIONS. *A1 Did the deceased leave a will/codicil? (Note: These may not necessarily be formal documents. If the answer to question 1 is Yes, you must enclo
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Probate Application Form - PA1 *A1 Did the deceased leave a will/codicil? (Note: These may not necessarily be formal documents. If the answer to question 1 is Yes, you must enclose thesrcinal document(s) with your application.) A2 Did the deceased marry or enter into a Civil Partnership after the date of the will/codicil? A3 Is there anyone under 18 years old who receives anything in the will/codicil? A4 Did any of the witnesses to the will or codicil or the spouse/civil partner of any witness receive a gift under the will/codicil? If Yes, state name of witness. A5 Are there any executors named in the will/codicil? *A6 Give the names of those executors who arenot applying and the reasons why. Note: Allexecutors must be accounted for. *B1 - B6 Please refer to the Guidance Notes. Sections B1 - B4 must be completed in all cases. Please state thenumber of relatives of the deceased in categories B1 - B4. If there are no relatives in a particular category, write \u2018nil\u2019 in each box and move onto the next category. Please use BLOCK CAPITALS Section A: The Will / Codicil This column is for of\ue000cial use Date of will Date of codicil Will Codicil Yes No Yes No IfNo to both questions, please go to Section B Yes Date: No Yes No Yes No Yes No Reason Full names A,B,C,D,E Section B: Relatives of the deceased Number of relatives (if none, write nil) B1 Survivinglawful husband or wife or survivinglawful civil partner B2a Sons or daughters who survived the deceased Sons or daughters who didnot survive the deceased Children of person(s) indicated at \u20182b\u2019only who survived the deceased* B3 Parents who survived the deceased B4a Brothers or sisters who survived the deceased Brothers or sisters who didnot survive the deceased Children of person(s) indicated at \u20184b\u2019only who survived the deceased* B5 Grandparents who survived the deceased B6a Uncles or aunts who survived the deceased Uncles or aunts who didnot survive the deceased Children of person(s) indicated at \u20186b\u2019only who survived the deceased* Under 18 Over 18 bc PA1-Probate Application Form (01.07) HMCS bcbc A = Pre-deceased B = Died after the deceased C = Power Reserved D = Renunciation E = Power of Attorney Note: Sections B5 and B6 only need to be completed if the deceased had no relatives in Section B1 - B4. PLEASE COMPLETE ALL SECTIONS. Please read the following questions and PA2 booklet \u2018How to obtain probate\u2019 carefully before \ue000lling in this form. Please also refer to the Guidance Notes enclosed where an item is marked*. Name of deceased Interview venue Dates to avoid Click here to reset formC8 If there are any other applicants, up to a maximum of three, give their details. (Note:All applicants named in Sections C1 and C8 must attend an interview.) C1 Title C2 Forenames C3 Surname C4 Address C5 Telephone number E-mail address (optional) C6 Occupation C7 Are you related to the deceased? If Yes, what is your relationship? *C10If you are applying as an attorney on behalf of the person entitled to the grant, please state their name, address and capacity in which they are entitled (e.g. relationship to the deceased). C10aHas the person named in section C10 signed an Enduring Power of Attorney? C10bIf Yes, has it been registered with the Public Guardianship Of\ue000ce? Please note that the grant will normally be sent to the \ue000rst applicant. Any applicant named will be required to attend an interview. It is, however, usually only necessary for one person to apply (please see PA2 booklet, page 3). C9 Name and address of any surviving lawful husband or wife/civil partner of the deceased, unless stated above. This column is for of\ue000cial use I.T.W.C Section C: Details of applicant(s) Details of other applicants who wish to be named in the grant of representation. (Please give details as C1 to C7 including relationship to deceased.) Postcode: Postcode: Relationship: Yes No Yes No Mr Mrs Miss Ms Other Postcode: Home WorkYes No Relationship:Important - please complete the checklist overleaf before submitting your application True name Alias Address D/C district and No. L.S.A. D.B.F. This column is for of\ue000cial use *D1 Forenames *D2 Surname *D3 Did the deceased hold any assets (excluding joint assets)in another name? *D4aIf Yes, what are the assets? And in what name(s) are they held? D4bWas the deceased known by any other name in which he/she made a will? If so, what name was it made in? D5 Last permanent address of the deceased. D6 Date of birth D7 Date of death Domicile *D8 Was England and Wales the domicile/ permanent home of the deceased at the date of death? If No, please specify the deceased\u2019s permanent home or domicile. *D9 Tick the lastlegal marital or civil partnership status of the deceased, and give dates where appropriate. Note: These documents (\u2726) may usually be obtained from the Court which processed the divorce/dissolution of civil partnership/separation. Section D: Details of the deceased Yes No Yes No Postcode: Age: Yes No Bachelor/Spinster Widow/Widower/Surviving Civil Partner Married/Civil Partnership Date: Divorced/Civil Partnership dissolved Date: Judicially separated Date: (If the deceased didnot leave a will, please enclose of\ue000cial copy\u2726 of the Decree Absolute/Decree of Dissolution of Civil Partnership/Decree of Judicial Separation (as applicable)) *D10Was the deceased legally adopted? *D11Has any relative of the deceased been legally adopted? (If Yes, give name and relationship to deceased.) D12Answer this sectiononly if the deceased died before 4th April 1988 or left a will or codicil dated before that date. D12aWas the deceased illegitimate? D12bDid the deceased leave any illegitimate sons or daughters? D12cDid the deceased have any illegitimate sons or daughters who died leaving children of their own? Yes No Yes No Yes No Yes No Yes No Name: Relationship:1 PA1 (Probate Application Form) 2 Either IHT205 (signed by all applicants) orD18 Note: Do not enclose IHT Form 200– this must be sent to HMRC (Inheritance Tax) (see PA2) 3 Original will and codicil(s), not a photocopy Note:Do not remove or attach anything to the will/codicil 4 Ofcial copy of death certicate or coroner’s letter, not a photocopy 5 Other documents as requested on PA1– please specify 6 Please state number of ofcial copy grants required for use in England and Wales (see PA3) 7 Please state number of ofcial copy grants required for useoutsideEngland and Wales (see PA3) 8 Please state total amount of cheque enclosed for fee (made payable to HMCS) including cost for the number of ofcial copy grants stated in 6 and 7 above. Note: If you do not enclose all the relevant items, your application may be delayed. Ofcial Use Only Type of grant: Power reserved to______________________________________________________________________ [Name of executor/s] Will message: with a codicil / and_______________________ codicils (delete as appropriate) Limitation__________________________________________ Min interest Yes / No Life interest Yes / No Figures:- DNE / amounts to Gross: £ Net: £ Fee paid: £ Clearing:- Title:- Footnote:- Important Checklist Please return your forms to the probate registry which controls the interview venue at which you wish to be interviewed (see PA4) otherwise your application may be delayed. Before sending your application, please complete this checklist to conrm that you have enclosed the following items: For ofcial use only (sealed and certied) PLEASE ENSURE THAT ALL INFORMATION GIVEN IS ACCURATE AND THAT YOU KEEP COPIES OF ALL DOCUMENTS SENT £
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