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Probate Application Form - PA1 - Civil Procedure | Westlaw UK

Probate Application Form - PA1 - Civil Procedure | Westlaw UK

Probate Application Form - PA1 - Civil Procedure | Westlaw UK

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<strong>Probate</strong> <strong>Application</strong> <strong>Form</strong> - <strong>PA1</strong>Name of deceasedPlease use BLOCK CAPITALSInterview venueDates to avoidPlease 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 formaldocuments. If the answer to question 1is Yes, you must enclose the originaldocument(s) with your application.)A2 Did the deceased marry or enter into a <strong>Civil</strong>Partnership after the date of the will/codicil?A3 Is there anyone under 18 years old whoreceives anything in the will/codicil?A4 Did any of the witnesses to the will orcodicil or the spouse/civil partner of anywitness receive a gift under the will/codicil?If Yes, state name of witness.A5 Are there any executors named in thewill/codicil?*A6 Give the names of those executors whoare not applying and the reasons why.Note: All executors must be accounted for.Section A: The Will / CodicilWillCodicilYes No Yes NoIf No to both questions, please go to Section BYes Date: NoYesNoYesNoYesNoReasonFull namesA,B,C,D,EThis column isfor official useDate of willDate of codicilA = Pre-deceasedB = Died after thedeceasedC = Power ReservedD = RenunciationE = Power of Attorney*B1 - B6Please refer to the Guidance Notes.Sections B1 - B4 must be completedin all cases.Please state the number of relativesof the deceased in categories B1 - B4.If there are no relatives in a particularcategory, write ‘nil’ in each box and moveonto the next category.Section B: Relatives of the deceasedNumber of relatives (if none, write nil)B1 Surviving lawful husband or wifeor surviving lawful civil partnerB2a Sons or daughters who survivedthe deceasedb Sons or daughters who did not survivethe deceasedcChildren of person(s) indicated at ‘2b’ onlywho survived the deceased *Under18Over18B3Parents who survived the deceasedB4a Brothers or sisters who survivedthe deceasedb Brothers or sisters who did not survivethe deceasedc Children of person(s) indicated at ‘4b’ onlywho survived the deceased *Note: Sections B5 and B6 only needto be completed if the deceased hadno relatives in Section B1 - B4.<strong>PA1</strong> - <strong>Probate</strong> <strong>Application</strong> <strong>Form</strong> (January 2007)B5Grandparents who survived the deceasedB6a Uncles or aunts who survivedthe deceasedb Uncles or aunts who did not survivethe deceasedc Children of person(s) indicated at ‘6b’ onlywho survived the deceased *Crown Copyright. Reproduced by Sweet & Maxwell Ltd


Please note that the grant will normally be sentto the first applicant. Any applicant named willbe required to attend an interview. It is, however,usually only necessary for one person to apply(please see PA2 booklet, page 3).C1C2C3C4TitleForenamesSurnameAddressSection C: Details of applicant(s)Mr Mrs Miss Ms OtherThis column isfor official useI.T.W.CPostcode:C5Telephone numberHomeWorkE-mail address (optional)C6OccupationC7Are you related to the deceased?YesNoIf Yes, what is your relationship?C8If there are any other applicants, upto a maximum of three, give theirdetails. (Note: All applicants namedin Sections C1 and C8 must attendan interview.)Details of other applicants who wish to be named in thegrant of representation. (Please give details as C1 to C7including relationship to deceased.)C9Name and address of any survivinglawful husband or wife/civil partner ofthe deceased, unless stated above.Postcode:*C10 If you are applying as an attorney onbehalf of the person entitled to the grant,please state their name, address andcapacity in which theyare entitled (e.g. relationship tothe deceased).C10a Has the person named in section C10signed an Enduring Power of Attorney?C10b If Yes, has it been registered with thePublic Guardianship Office?Relationship:YesYesPostcode:NoNo

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