Here you find a list of useful forms, and accompanying guidance notes, you may need when dealing with a deceased person’s estate.
You can get a fixed fee “grant only” service from Oratto – to receive and compare quotes for the grant-only service, please use our Probate Costs Calculator. All quotes include court fees, disbursements and Vat. Click here to begin comparing quotes.
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|
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.
|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|
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.
|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|