Probate Application Form PA1P

BBQBossTO

Hi,

I'm just completing the above form...I have a query regarding Question 7.1

"7.1 Did you complete an Inheritance Tax Estate report online?"

I cannot find an obvious page for this on the gov.uk website...can anybody provide me with a link if possible, please.

Many thanks

Froglet

https://www.gov.uk/government/collections/inheritance-tax-forms

kipsterno1

Use the link above for the forms but it maybe worth reading this,
https://www.gov.uk/guidance/work-out-what-part-of-your-estate-pays-inheritance-tax

BBQBossTO

Froglet said:

https://www.gov.uk/government/collections/inheritance-tax-forms

Hi, Thank you....I am aware of that main area.  What I meant was: What is the "Inheritance Tax Estate report online"  I already have downloaded all the Inheritance Tax forms I need to complete and post...it's just that "Inheritance Tax Estate report online" makes it sound like I need to complete an "online" report?

Thanks

Froglet

I think it's just the way they word it.Things are complicated enough without confusing us even further !

Unless someone knows different ?

BBQBossTO

Froglet said:

I think it's just the way they word it.Things are complicated enough without confusing us even further !

Unless someone knows different ?

That's what I'm thinking...poor wording on the form...I'll call the Inheritance Tax helpline tomorrow to confirm. Thank you

djp64

I've just completed online probate.  Before Jan 1st this year you had to determine whether IHT was payable and send the relevant forms to HMRC 22 days before starting your probate application.

From the beginning of this year the requirement to complete / report IHT is determined during the probate application but only for people who died after 1/1/22.

When did the person you're applying for die?  Are you completing the forms online or the paper version?

BBQBossTO

djp64 said:

I've just completed online probate.  Before Jan 1st this year you had to determine whether IHT was payable and send the relevant forms to HMRC 22 days before starting your probate application.

From the beginning of this year the requirement to complete / report IHT is determined during the probate application but only for people who died after 1/1/22.

When did the person you're applying for die?  Are you completing the forms online or the paper version?

Hi,

Thank you for the reply...it was my mother that passed away on 8th January this year 2022. I've downloaded all the PDF forms I require and will be filling them in using PDF editor, then printing them off for posting, so effectively paper version. I believe I have to do it this way as in my circumstance my mother's will doesn't have an executor (solicitor not now practising) so, in that case, the online way doesn't allow me as although I am one of the beneficiaries, I'm not a named executor. So I'm going for the Letters of Administration route (I did check this with the HMRC helpline the other week).

djp64

Hi.

Is IHT payable or are you reporting just the calculation?

You can either submit paper forms to HMRC or do the online submission.  Here's the link for the online submission of the IHT return:

https://www.tax.service.gov.uk/inheritance-tax/what-do-you-want-to-do 

djp64

Hi again - just downloaded the PA1P.  The question regarding online completion is showing as 7.9 not 7.1 (just wanted to let you know to ensure you have the latest version of the form).

I would answer no to the online completion question and then provide the figures at 7.10