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Excepted Estate reporting estate value with no IHT to pay

Hi

I'm helping to sort out probate where there is no IHT to pay as everything passes from the deceased to their spouse (below the thresholds etc).  On the probate online page I have entered the estate value from the IHT calculator tool, but on the page below it it says "If you apply for probate for an excepted estate, you’ll need to report its estimated value even though there’s no Inheritance Tax to pay" but I dont see any links to do that. Is that via the probate application that I've already specified the estate value or via a HMRC link somewhere as a seperate "application"?


Probate is needed due to transfer of house to spouse.  The online probate form has not yet been submitted.

Thanks

Comments

  • Keep_pedalling
    Keep_pedalling Posts: 21,833 Forumite
    Tenth Anniversary 10,000 Posts Name Dropper Photogenic
    There is nothing else to submit other than the probate application you don’t have to report any values to HMRC in these cases.

    Just checking - was the family owned solely be the deceased? 
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