Probate Information Form Page 1 Deceased’s Name:
Date of death: Linder Myers file ref:
Please give as much information as you can to help us to deal with the estate. The answers you give will form the basis of the application for the Grant and the Inland Revenue Inheritance Tax return and must therefore be accurate. Documents can be copied and returned if necessary. If you do not have full information please tell us but reply as best as you can now and let us have further details later. Where appropriate we can make further enquiries for you. Please attach any documents or note on the back any other information we may need.
Part A. The Deceased
No Did the Deceased use any variation of the 1. name shown above? Yes:
Please supply a copy of the Death 2. Certificate. Please say if the “tell us once” service was used?
Did the Deceased marry after the date of the No 3. Will? Yes:
Do you know the Deceased's National 4. Insurance Number?
Part B. Only complete this part if there is a Will
Are the addresses in the Will correct? (If a person’s address is not given in the Will or has changed please give details.) 5.
Part C. Surviving Relatives
If there is a Will please identify the surviving members of the family, giving names and current addresses, and ages if under 18. Please advise of any people mentioned in the Will who have died. 6. If there is no Will please list the members of the family (including any deceased children), giving names and addresses, and ages if under 18.
Spouse: Please give date of marriage 6.1 (please include details of any predeceased spouse including date and place of marriage)
6.2 Children
6.3 Brothers and Sisters
6.4 Grandchildren
6.5 Parents Probate Information Form Page 2 Part D. Assets
Please give details of all assets owned by the Deceased at death, their approximate value, and 7. whether they were in the sole name of the Deceased or owned jointly.
House or Land Deceased Joint
7.1 (Please state if freehold or leasehold and say where the title deeds are. Also say if you are obtaining a professional valuation.)
Furniture, valuables and other personal possessions (e.g. jewellery, collections, 7.2 books etc). Please state if any have been given to Charity and provide details.
Car/Caravan/Motorcycle/Boat 7.3 (Please give make, model and yea & mileage.)
7.4 Cash
Bank/Building Society accounts 7.5 (Please give the name, address, account number & balance for each account.)
Stocks and Shares, PEP/Unit Trusts etc. 7.6 (Please list the holdings, provide correspondence addresses and say where the certificates are.) Premium Bonds 7.7 (Please list the bonds or give the bond holder number and say where the certificates are.)
Life insurance (Please give the policy number(s) and say where 7.8 the policy/policies are. If the deceased paid premiums on life insurance that was not for his/her benefit or does not pay out to the estate or if he or she bought an annuity please tell us)
National Savings 7.9 (If so please give account number/bond references and say where the certificates are.)
7.10 Business/Partnership
Pension Benefits (e.g. from employment, a spouse’s scheme or the State) If the deceased did not take their full retirement benefits, if they 7.11 recently changed the benefits to which they were entitled or if they benefited from an alternatively secured pension fund or registered pension scheme please say so. Probate Information Form Page 3 No Property abroad (either owned by the deceased 7.12 or from which the deceased received some benefit) Details:
No Any interest in another estate, trust or 7.13 settlement Details:
No Any loan to someone else, by mortgage or 7.14 otherwise Details:
Part E. Liabilities
8. Please give details of all bills or liabilities (and state if owed jointly).
Deceased Joint
8.1 Unpaid bills (to be sent to us)
8.2 Funeral account (to be sent to us)
Mortgage, overdraft or other loan, including 8.3 a Guarantee for any loan
8.4 Rent
8.5 Credit card(s)/Store card(s)
8.6 Tax
Part F. Insurance
Have the insurers been 9. Please give details of insurance of the following: informed of the death?
(If the house is unoccupied, cover may 9.1 House be restricted and/or subject to Yes No conditions.)
9.2 Contents Yes No
(It may not be legal to use the 9.3 Car Deceased's car until other insurance Yes No arrangements are made.)
Part G. General
Do you have any information about the No Deceased's Income Tax affairs? Please 10. supply any recent Income Tax Assessment Details: or other documentation. Probate Information Form Page 4 No Details: At any time in the 7 years before death did 11. the Deceased give any assets away? If so, date(s) please give details. amount(s) recipient(s)
No At any time in the 7 years before death did the Deceased pay any premium on any life Details: insurance policy that was not for the 12. date(s) deceased’s own benefit or to pay into the estate or buy an annuity at any time? If so, amount(s) please give details. insurance company/ies
No At any time in the 7 years before death did the Deceased give up any interest in any Details: 13. trust or settlement? If so, please give details. date(s) trust or settlement
At any time after 18th March 1986 did the Deceased make : No Details: a gift where the recipient did not take full possession and enjoyment of the asset or 14. a gift where the Deceased continued to benefit from or use the asset or
an election on form IHT500 for the Income Tax charge not to apply?
Was anybody supported or maintained by No 15. the Deceased e.g. child(ren) and/or a former spouse or partner? Details:
Are you aware of any beneficiary being or No 16. having been bankrupt? Details:
17. Did anyone act under a Power of Attorney granted by the deceased?
I/We a. agree to the terms in the letter and enclosures sent with this for m(if any). b. have made the fullest inquiries reasonably practicable about the information given above. c. will make any further necessary inquiries to ensure that the fullest information is disclosed. d. understand that the information in this form will be used to prepare an HMRC return. e. will advise Linder Myers of any further information received about any of these matters. f. authorise Linder Myers to seek and be given such information as is necessary to help with the arrangements for the administration of the estate or any associated Trust. Relationship to Telephone & Email details Signed by Full name Deceased
Date