Fillable Form PA1P Probate application (Cabinet Office)

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Form PA1P Probate application (Cabinet Office)

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PA1P — Probate application
This form is for an application where the
person who has died left a will
Checklist – before you send your application form to HMCTS Probate
you will need to enclose the following. This checklist must be completed.
If you do not enclose all of the required documents it will delay your
application. Please keep copies of all documents that you send.
PA1P - Probate Application (this form) - where a person who has died has
left a will.
Inheritance Tax Summary Form: Please submit the appropriate form
(IHT205 or IHT207, and IHT217 if applicable), signed by all applicants
(see additional notes in Section 7).
The last original will and any codicils made since that will.
A copy of any foreign wills or any wills dealing with assets held outside
England and Wales (and if not in English, an English translation).
An ocial copy (not a photocopy) of the death certicate, or a coroner’s
interim certicate of the person who has died.
Any other documents requested on this form. Please list them:
As well as the application fee, there is a fee for each ocial copy of the
Grant of Representation that we provide.
How many ocial copies of the Grant of Representation do you
require for use in the United Kingdom?
How many ocial copies of the Grant of Representation do you
require for use outside of the United Kingdom?
Application fee
£
Fees for copies
£
Total fees
£
Debit or Credit card. (This payment must be made before you send your
application and the payment reference entered in the box below.)
Payment reference
A cheque/postal order payable to ‘HMCTS’ in respect of HMCTS’s fees. Please
write the name of the person who has died on the back of the cheque.
Checklist note – Do not
attach anything to or remove
anything from the original
will/codicils. Also, make sure
that you keep a copy for
yourself.
PA1P Probate application - with a will (12.19) © Crown copyright 2019
Details of how to pay by debit
or credit card can be found at
www.gov.uk/wills-probate-
inheritance/applying-for-a-
grant-of-representation
Please send your form and
required documents with
payment to HMCTS Probate,
PO Box 12625, Harlow, CM20
9QE.
Did you know you can apply
for Probate online?
Go to www.gov.uk/wills-
probate-inheritance/appyling-
for-a-grant-of-representation
If you need help lling out this
form please call the
Probate Helpline
0300 123 1072
We cannot provide legal advice
2
SECTION A – PERSONAL INFORMATION
1. About the applicant(s) – All applicants must be over 18 years
and a maximum of 4 may apply
1.1 Title and full name including middle names of rst applicant
Title
First name(s)
Middle name(s)
Last name
1.2 Is your name dierent in the will and codicil?
Yes, give the name as it appears in the will or codicil in the box below
No
Note 1.1 –
all correspondence, including
the Grant of Representation,
will be sent to the rst
applicant named in this
section.
Only list applicants who
wish to be named on the
grant in this section and
they will be required to sign
this document. Please note
that the names you provide
here must match the names
provided on your formal
ID. E.g. passport or Driving
licence.
When there are no executors
applying and there are
persons aged under 18
beneting from the estate
then two applicants (or at
least two) will be needed in
Section A. You may wish to
contact HMCTS Probate to
seek information in regard to
who is eligible to apply.
Please complete in BLOCK
capitals placing a tick in
boxes where applicable.
3
1.3 Your address
Building and street
Second line of address
Town or city
County (optional)
Postcode
1.4 Your home telephone number
1.5 Your mobile/work telephone number
1.6 Your email address
Note 1.6 – we will contact
you with any queries via
this email address.
We aim to contact you within
10 working days of receipt of
your application.
4
1.7 Title and full name including middle names of second applicant
Title
First name(s)
Middle name(s)
Last name
1.8 Is their name dierent in the will and codicil?
Yes, give the name as it appears in the will or codicil in the box below
No
1.9 Their address
Building and street
Second line of address
Town or city
County (optional)
Postcode
5
1.10 Their email address
1.11 Title and full name including middle names of third applicant
Title
First name(s)
Middle name(s)
Last name
1.12 Is their name dierent in the will and codicil?
Yes, give the name as it appears in the will or codicil in the box below
No
6
1.13 Their address
Building and street
Second line of address
Town or city
County (optional)
Postcode
1.14 Their email address
1.15 Title and full name including middle names of fourth applicant
Title
First name(s)
Middle name(s)
Last name
7
1.16 Is their name dierent in the will and codicil?
Yes, give the name as it appears in the will or codicil in the box below
No
1.17 Their address
Building and street
Second line of address
Town or city
County (optional)
Postcode
1.18 Their email address
8
SECTION B
The information you provide in this section of the application form
will be the basis of your statement of truth, and it will be stored as a
public record.
2. About the person who has died
2.1 Forename(s) (including all middle names) as they appear on the
Death Certicate
2.2 Surname as it appears on the Death Certicate
2.3 Permanent address
Building and street
Second line of address
Town or city
County (optional)
Postcode
2.4 Date they were born
2.5 Date they died
2.6 Was the person who has died known by any other name in which they
held assets?
Yes, go to question 2.7
No, go to question 2.8
If you need help lling out this
form please call the
Probate Helpline
0300 123 1072
We cannot provide legal advice
9
2.7 Please give the details of any other names by which the person who has
died held assets.
Full name
2.8 Did the person who died live permanently in England and Wales at the date
of death, or intend to return to England and Wales to live permanently?
(For legal purposes this generally means they were domiciled in England and
Wales. You may wish to seek legal advice about this.)
Yes
No
2.9 What was the marital status of the person who has died when they died?
Never married
Widowed, their lawful spouse or civil partner having died before them
Married/in a civil partnership - give date
Divorced/civil partnership is dissolved - give date
Judicially separated - give date
2.10 What is the name of the court where the Decree Absolute, Decree of
Dissolution of Partnership or Decree of Judicial Separation was issued?
2.11 Did the person who has died own any foreign assets?
Yes, the total value of their foreign assets (not including houses or land)
£
No
Note 2.7 – These names must
be ones that will appear on
the grant because an asset is
in that name. We do not need
to know the asset.
Note 2.8 – Living
permanently means they
had either their permanent
or principal home in England
and Wales at the date of
death or they intended to
return to England and Wales
to live permanently.
Note 2.9 – a civil partnership
is a same-sex relationship
that has been registered in
accordance with the Civil
Partnership Act 2004. A
marriage is a legal ceremony
conducted in UK under the
Marriage Acts 1949, 1994
and The Marriage (Same
Sex Marriage) Act 2013 or
under legislation in any
other country by the law
applicable there. Date of
divorce - this date is on their
Decree Absolute, Decree of
Dissolution of Partnership or
Decree of Judicial Separation.
You can get an ocial copy
of these documents from the
court that issued them, or
from The Divorce Absolute
Search Section, Central Family
Court, 42–49 High Holborn,
London WC1V 6NP.
10
2.12 Was there any land vested in the person who has died which was settled
previously to their death and which remained settled land not withstanding
their death?
Yes
No
Only answer this question if no executor to the will is applying
2.13 Was the person who has died or any of their relatives legally adopted in or
out of the family?
Yes, see note 2.13
No, go to question 3
2.14 Please name the legally adopted relatives and give their relationship to the
person who has died. Please state whether they were adopted into the family
of the person who has died, or ‘adopted out’ (become part of someone else’s
family).
Name Relationship Adopted
in or out
Note 2.12 – It is rare for
estates to be subject to the
provisions of the Settled Land
Act 1925 but if you know this
applies or have any queries
please seek legal advice.
Note 2.13 – If you answered
Yes to this question we
may require additional
information to be submitted
once we have received your
application.
11
3. The will and any codicils – This section is about the will.
You must submit the most recent original will and codicils
made since the last will, if there are any.
3.1 What is the date of the will you are submitting to the court?
3.2 Did the person who has died also leave any codicils, made since that will?
Yes, please provide the original document(s) with your application
and list below the dates of the codicils you are submitting to
the court.
No
3.3 Did the person who has died have any wills that were made outside of
England and Wales?
Yes
No
3.4 Did the person who has died marry or enter into a Civil Partnership after the
date of the will or any codicils?
Yes, please give the date of marriage or civil partnership
No
Only answer this question if no executor to the will is applying
3.5 Is there anyone under 18 years old who receives a gift in the will or a codicil?
Yes, Please note two applicants will need to apply in Section A.
Contact HMCTS Probate to see who is entitled to make
the application.
No
Note 3 – a will does not have
to be a formal document.
Please make sure you send
the original will with your
application. If you do not
then this will delay your
application.
If you have been unable to
locate the original will or
any codicil and only have
a copy and have made all
reasonable attempts to locate
the original. Please visit GOV.
UK (gov.uk/wills-probate-
inheritance/if-the-person-left-
a-will) to print o the PA13
lost will questionnaire or call
0117 9302430 and quote
‘Lost will’ and we will supply
additional information to help
you proceed.
Note 3.2 – a codicil is a
document that amends a will.
12
3.6 Name any executors who are not making this application, and explain why.
Reasons for executors not applying:
A – They died before the person who has died.
B – They died after the person who has died (Please include the date they
died by their name).
C – Power reserved: they have chosen not to apply, but reserve the right to
do so later.
D – Renunciation: they have chosen not to apply, and give up all rights to apply.
(Before you send o your application please read NOTE REASON D)
E – Power of attorney: they have appointed or wish to appoint another
person to act as their attorney to take a Grant of Representation on their
behalf (You will also need to complete Section 5 of this application).
(Before you send o your application please read NOTE REASON E)
F – They lack capacity to act as executor.
Full name(s) of executor(s) not applying
A, B, C,
D, E or F
Note 3.6 – Executors are the
rst person who can apply
for a grant. We need to know
why any executors aren’t
included in this application.
This includes any executors
who have pre-deceased. If
you do not provide all of the
information this will delay
your application.
Reason C
If any executors are having
power reserved, you
must notify them of the
application in writing. The
Grant of Representation
will only be issued to
those people named as
applicants in Section A.
Reason D
If you state that an executor
has given up their right
to apply. We will need to
send another form to you
to give to the executor,
for them to sign. Please
visit GOV.UK (gov.uk/wills-
probate-inheritance/if-
youre-an-executor) to print
o the PA15 renunciation
form or call 0117 9302430
and quote ‘Renunciation’
and we will send the
renunciation form.
You will need to send the
renunciation form to us
with this application.
Reason E
If you state that an executor
wishes to appoint an
attorney or they already have
an attorney. We will need to
send another form to you
to give to the executor for
them to sign, or you will
need to provide one of
the forms mentioned in
Section 5.
Please visit GOV.UK (gov.uk/
wills-probate-inheritance/if-
youre-an-executor) to print
o the PA11 attorney form
or call 0117 9302430 and
quote ‘Attorney’ and we will
send the attorney form.
You will need to send
the attorney form to us
with this application. The
attorney of one executor
and an executor acting in
their own right may not
jointly apply for a Grant of
Representation.
Reason F
If you state that an executor
lacks capacity and are
incapable of managing
their property and nancial
aairs, when we receive this
application we may send a
medical certicate for the
executors’ doctor to sign.
If you do not already have
medical evidence from a
qualied practitioner or
are using a registered LPA
a short form of medical
evidence will be required.
Please visit GOV.UK (gov.uk/
wills-probate-inheritance/
if-youre-an-executor)
to print o the PA14
medical certicate or call
0117 9302430 and quote
‘Medical evidence’ and we
will send out the form.
You will need to send the
medical certicate to us
with this application.
The attorney of one
executor and an executor
acting in their own right
may not jointly apply for a
Grant of Representation.
13
3.7
The undersigned declare that written notice has been given to all
executors who have power reserved to them and are not making this
application.
If you fail to give written notice, it is likely to delay your application.
3.8 Did you separate the will for photocopying purposes?
Yes - please explain the details in the box below including who separated
it, when they did and why they did it.
No
3.9 Can you conrm the will consisted of the pages now being submitted and
no other pages or documents of a testamentary nature or other nature were
attached.
Yes
No
14
4. Relatives of the person who has died
4.1 Did the person who has died leave a surviving spouse or civil partner?
Yes
No
4.2 How many of the following blood and adoptive relatives did the person who
has died have?
Under
18years
Over
18 years
a How many sons or daughters of the person
who died survived them?
b How many sons or daughters of the person
who has died who did not survive them?
c How many children of people at ‘b’ who
survived them?
4.3 Please state the relationship of each of the persons applying for the grant
to the person who has died. (If you are applying as an attorney for someone
then please state attorney)
Relationship description
First applicant
Second applicant
Third applicant
Fourth applicant
Note 4.2 – Please state the
number of relatives the
person who has died had in
the relevant sections. If none
then put nil or strike through.
Note 4.1 – ‘survive’ means
that they were alive when the
deceased person died.
15
Note 5.4 – this applies if
they lack capacity under the
Mental Capacity Act 2005 and
are incapable of managing
their property and nancial
aairs. You may wish to seek
legal advice about this.
If you do not already have
medical evidence from a
qualied practitioner or are
using a registered LPA a short
form of medical evidence will
be required.
Please visit GOV.UK (gov.uk/
wills-probate-inheritance/
if-youre-an-executor) to
print o the PA14 medical
certicateor call 0117
9302430 and quote ‘medical
evidence’ and we will send
the form.
Note 5 – if you are applying
on behalf of more than one
person, please provide the
information requested in this
section for the other people
you represent on a separate
sheet of paper. We will need
to send another form to you
to give to the executor for
them to sign, or you will need
to provide one of the forms
mentioned in this section.
Please visit GOV.UK (gov.uk/
wills-probate-inheritance/
if-youre-an-executor) to print
o the PA11 attorney form or
call 0117 9302430 and quote
‘Attorney’ and we will send
the attorney form.
You will need to send the
signed attorney form to us
with this application. The
attorney of one executor
and an executor acting in
their own right may not
jointly apply for a Grant of
Representation.
Where there are persons aged
under 18 beneting from the
estate then two applicants (or
at least two) will be needed
in Section A. You may wish to
contact HMCTS Probate to
seek information in regard
to who is eligible to apply.
5. Applying as an attorney
5.1 Are you applying as an attorney on behalf of one or more people who are
entitled to apply for a Grant of Representation?
Yes, go to question 5.2
No, go to section 6
5.2 Please give the full names of the person or people on whose behalf you are
applying.
5.3 Please give their address
Building and street
Second line of address
Town or city
County (optional)
Postcode
5.4 Is a person on whose behalf you are applying unable to make a decision for
themselves due to an impairment of or a disturbance in the functioning of
their mind or brain?
Yes, further conrmation of this will be requested by HMCTS Probate.
No
5.5 Has anyone been appointed by the Court of Protection to act on behalf of a
person on whose behalf you are applying including the right for a grant of
representation?
Yes, please provide an ocial copy of the court order with your
application
No
16
5.6 Has a person on whose behalf you are applying appointed an attorney under
an Enduring Power of Attorney (EPA) or a Property and Financial Aairs
Lasting Power of Attorney (LPA)?
Yes, please provide the original EPA/LPA (or a solicitor’s certied copy
of it certied on every page.) with your application
No, go to Section 6
5.7 Has the Enduring Power of Attorney (EPA) been registered with the Oce of
the Public Guardian?
Yes
No
17
Note 6.3 and 6.4 – these
documents may help to
support your application.
If you do not have any of
these documents, you may
wish to seek legal advice.
6. Foreign domicile
Note – if you answered Yes, to question 2.8 you don’t need to complete this
section – please go to Section 7.
6.1 What was the country where the person who died either lived permanently
at the date of death or intended to return to live permanently?
6.2 What does the estate in England and Wales of the person has died consist of?
Assets Values
6.3 Has an entrusting document been issued by the court where the person who
has died was domiciled?
Yes, please provide the ocial document with your application; if it is
not in English, please also provide an ocial translation.
Go to Section 7.
No
6.4 Has a succession certicate, inheritance certicate or equivalent document
been issued by a court or Notary in the country of domicile of the person
who has died?
Yes, please provide the ocal document with your application; if it is
not in English, please also provide an ocial translation.
No
18
(This gure will determine
the probate application fee)
(This gure will determine
the probate application fee)
(This gure will determine
the probate application fee)
7. Inheritance tax
7.1 Did you complete an Inheritance Tax Estate report online?
Yes, do not submit an Inheritance Tax form with this application
Please provide the following details, then go to Legal Statement:
IHT Identier
Gross Estate Figure
£
Net Estate Figure
£
No, go to question 7.2
7.2 Which of the following inheritance tax forms have you completed?
Form IHT205, complete 7.3 then go to Legal Statement
Form IHT207, complete 7.4 then go to Legal Statement
Forms IHT400 and IHT421, complete 7.5 then go to Legal Statement
7.3 Provide the following gures from form IHT205.
Figure from box D
£
Figure from box F
£
7.4 Provide the following gures from form IHT207.
Figure from box A
£
Figure from box H
£
7.5 Provide the following gures from form IHT421.
Figure from box 3
£
(Gross value of assets)
Figure from box 5
£
(Net value)
Note 7.5 – do not send form
IHT400 or form IHT421 to us.
Please send them to
HM Revenue and Customs,
Inheritance Tax, BX9 1HT, at
the same time you send PA1P
and other papers to HMCTS
Probate. HMRC will stamp
your IHT421 and send it to
HMCTS Probate.
Note 7.3 – if the person who
has died, died before
1 September 2006, it may
aect which tax form you
need to complete, so please
ring the Probate Helpline on
0300 123 1072.
Note 7.2 – if you did not
complete an Inheritance
Tax Estate report online, you
must complete IHT205, or
IHT207, or both IHT400 and
IHT421.
Note 7 – if you completed
an Inheritance Tax Summary
online, and fully complete
question 7.1 of this form,
you do not need to send an
Inheritance Tax Estate report
form with your application.
For guidance on probate
fees please visit www.
gov.uk/wills-probate-
inheritance/
LEGAL STATEMENT
The undersigned conrms:
• That the last will and any codicils referred to in this application is the last will and
testament of the person who has died
• to collect the whole estate
• to keep full details (an inventory) of the estate
• to keep a full account of how the estate has been distributed
If HMCTS Probate (court) asks the undersigned they will:
• Provide the full details of the estate and how it has been distributed
• Return the grant of representation to the court
and understand that:
• The application will be rejected if the information is not provided (if asked)
• Criminal proceedings for fraud may be brought against the undersigned if it is found that the evidence provided
is deliberately untruthful or dishonest
The undersigned conrm to administer the estate of the person who has died in accordance to law, and that
the application is truthful.
ALL PERSONS APPLYING FOR THE GRANT (those listed in Section A) MUST SIGN BELOW.
Name of rst applicant
Date signed
Signature
Name of third applicant
Date signed
Signature
Name of second applicant
Date signed
Signature
Name of fourth applicant
Date signed
Signature
Please send the original form signed by all applicants and required documents with payment to:
HMCTS Probate, PO Box 12625, Harlow, CM20 9QE
Phone 0300 303 0648
Email contactprobate@justice.gov.uk
20
FOR OFFICE USE ONLY
How are the applicants entitled to apply.
In what capacity are the persons applying entitled to apply?
The executor/s named in the will/codicil of the person who has died
The Attorney/s acting on behalf of the executor/s named in the will/
codicil of the person who has died
Beneciary/s named in the will/codicil of the person who has died
The Attorney/s acting on behalf of the beneciary/s named in the will/
codicil of the person who has died
Other (Please state in the box below the reason they are applying)
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Form PA1P Probate application (Cabinet Office)

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Completed 22 August 2020

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