Forms Under Wills, Probate and Trusts

PA1 - Probate application form

When someone dies, you may need to get a Grant of Representation (known as ‘probate’), a document that gives you
the legal right to deal with their property, bank accounts, money and other possessions (their ‘estate’).
Leaflet PA2 How to obtain probate – A guide for people acting without a solicitor explains this process.

Further guidance is available online at www.gov.uk/wills-probate-inheritance. If you would like assistance, please  telephone the ProbateHelpline on 0300 123 1072. Probate staff can advise you about processes, but cannot provide you with legal advice.

PA2 - How to obtain probate, Guidance on Obtaining The Probate

The Probate Service is part of HM Courts & Tribunals Service. It administers the system of probate in England and Wales, and issues grants of representation, which give people thelegal right to handle the estate (for example, money, possessions and property) of a deceased person.

PA3 - Probate fees list

PA4 - Directory of probate registries and interview venues

For general enquiries, please telephone the Probate and Inheritance Tax Helpline
Monday to Friday 9am to 5pm on 0300 123 1072.
The main Probate Registries are open to the public 9.30 am to 4.00 pm Monday to Friday.
London is open from 10am to 4.30pm Monday to Friday.
Further information regarding making an appointment to swear your oath will be sent to you by the Probate Registry after you submit your application.
Please note: There is now also an option for you to have your appointment before a commissioner
for oaths at a solicitor’s office of your choice. Full details of this will also be sent at this stage.
Whichever option you choose your application must be sent to the main Probate Registry.

PA7 - How to deposit a will with the Probate Service

Wills need to be stored securely. You could keep it in your home – or if a solicitor has helped you prepare your will, the solicitor can usually keep it for you. However, storing your will with the Probate Service means that you won’t have to worry about where you have put your will, or whether you should move it from your solicitor’s office, if, for example, you move to another part of the country.

 
 

PA7A - Withdrawing your will from the Principal Probate Registry

During your lifetime, only you can withdraw your own will from safekeeping. There is no charge for this. You will need to obtain form PA7A from the Principal Probate Registry in London. You will then need to complete this form and return it to the Principal Probate Registry in London, enclosing the original certificate of deposit, which you received when you deposited your will.

PA8 - How to enter a caveat

Anyone over 18 can enter a caveat. If you enter it yourself, you must have an address in England or Wales, or be represented by a solicitor in England or Wales. You must be able to show that you have one of the following interests in the will:
  • an interest – in other words, you are entitled to share in the estate;
  • a contrary interest – in other words, you have a different interest from the applicant for a grant.
You cannot enter a caveat jointly with anyone else – anyone who wants to enter a caveat must do so separately.

PA1S - Application for a Probate Search or Standing Search

A search of the probate records for England and Wales from 1858 to the present day. A General Search is suitable when searching for information about an estate or for family history research and you wish to obtain a copy of the grant and will (if any) and additionally when you do not know the exact date of death.

PA97 - Notice to Personal Applicant

Notice to personal applicant

The Grant of Representation is now issued.

Your documents

The following documents are enclosed:

  • Grant of Representation with a copy of the will (if any) attached to the Grant
  • additional official copies of the grant and/or will (if requested)
  • Death certificate (if not already returned to you)
  • any other documents which were sent in by you but are not required to be kept by the registry.

If required, further official copies of the Grant (and the will) may be obtained by completing form PA1S and sending it to the address provided. A fee will be payable, depending on the number of copies you require and information about this can be found on form PA1S.

IHT205 - Return of estate information where no IHT is due

Fill in this version of this form only when the person died  on or after 6 April 2011. Fill in this form where the person whohas died (‘the deceased’) was domiciled (had their permanent home) in the UK at the date of death and the gross value of the estate for Inheritance Tax is less than or equal to:

  • the excepted estate limit twice
  • the excepted estate limit and form IHT217 ‘Claim to transfer unused nil rate band for excepted estates’ is attached
  • £1million and there is no Inheritance Tax to pay because of spouse, civil partner or charity exemption.

IHT206 - Return of estate information



IHT400 - Inheritance Tax Account where IHT is due

Fill in this form if the deceased died on or after 18 March 1986, and there’s Inheritance Tax to pay, or there’s no Inheritance Tax to pay, but the estate doesn’t qualify as an excepted estate.
The IHT400, ‘Notes’, page 1, gives details about excepted estates.
Deadline You must send this form to us within 12 months of the date of death.

N1C - Notes for defendant on replying to the claim form

Please read all these guidance notes before you begin completing the claim form. The notes follow the order in which information is required on it.
Court staff can help you fill in the claim form and give information about procedure once it has been issued. But they cannot give you legal advice.
If you need legal advice, for example about the likely success of your claim, you should contact a solicitor or a Citizens Advice Bureau.

N2A - Probate Claim

Please read all these guidance notes before you begin completing the claim form. The notes follow the order in which information is required on it. Court staff can help you fill in the claim form and give information about procedure once it has been issued. But they cannot give you legal advice. If you need legal advice, for example about the likely success of your claim, you should contact a solicitor or a Citizens Advice Bureau. If you are filling in the claim form by hand, please use black ink and write in block capitals.

N3 - Acknowledgment of service (probate claim)

Acknowledgment of service (probate claim) N3 Acknowledgment of service (10.07) © Crown copyright 2007 In the Claim No. Claimant(s) Defendant(s) In the estate of deceased (Probate) You should read the ‘notes for the defendant’ attached to the claim form before you complete this form. Tick the appropriate box I intend to defend this claim and attach my defence (and counterclaim).

N205D - Notice of issue (probate claim)

The claim form and particulars of claim, if served separately, must be served on the defendant within 4 months of the date of issue (6 months if you are serving outside England and Wales). You may be able to apply to extend the time for serving the claim form but the application must generally be made before the 4 month or 6 month period expires. You must inform the court immediately if your claim is settled. The defendant must file an acknowledgment of service and defence within 28 days of service of the Particulars of Claim (whether they are served with the claim form or separately). A longer period applies if the defendant is served outside England and Wales. Default judgment cannot be obtained in a probate claim. If no defendant acknowledges service or files a defence, and the time for doing so has expired, you may apply to the court for an order that the claim proceed to trial.

N244 - Application notice

For help in completing this form please read thenotes for guidance form N244Notes.

N388 - Notice to Probate Registry to produce documents

N297 - Order for Accounts and Inquiries in Creditor’s Administration Action

N307 - District Judge’s Order (Accounts and Inquiries)

Where the court orders any account to be taken or any inquiry to be made, it may, by the same or a subsequent order, give directions as to the manner in which the account is to be taken and verified or the inquiry is to be conducted. In particular, the court may direct that in taking an account, the relevant books of account shall be evidence of their contents but that any party may take such objections to the contents as he/she may think fit.

N432 - Affidavit on payment into court

N208 - Claim Form

N210 - Acknowledgment of Service (Part 8 claim)

N244 - Application notice