EFIS 58, October 2004 : Probate

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The Inheritance Tax (Delivery of Accounts) (Excepted Estates) Regulations 2004 will introduce some major changes to Probate procedures on 1st November.

We have amended the forms of Oath and Probate Estates Provisions sheet to take account of these amendments but practitioners should be aware that we have removed forms PRO5B, PRO8C, PRO11A, PRO11B, PRO15 and PROPEP2003 from the range. These forms should not be used after 1st November. Please see deletion instructions below.

Since we understand that the Inland Revenue's forms IHT205 and IHT207 must accompany applications to the Probate Registry, customers are advised that these two forms are available as part of our Inland Revenue/Inheritance Tax range of forms. For further information please contact Sales on Tel. 020 7556 3200.

Minor amendments have been made to PRO2B and PRO36C which are available on this update but are not connected to November's changes.

We have also made minor field amendments to forms CON41A and PRO33 which are also available for your immediate use.

Practitioners are also advised to remove forms PRO20, PRO22, PRO23, PRO25, PRO26A and PRO32A as Oyez will no longer be supporting them due to insufficient demand (See below).

Forms affected

PRO5B	Special Executors (Settled Land). For use when deceased died intestate but no grant has already been made in respect of the estate.	Withdrawn
PRO8C	Co-administrator by Statutory Guardian (Administration)	Withdrawn
PRO11A	Administrators (Settled Land). For use when deceased died intestate but no grant has been made in respect of the estate.	Withdrawn
PRO11B	Administrators (Settled Land). For use when deceased died intestate and a grant has already been made in respect of the estate.	Withdrawn
PRO15	Administrators Acting as Guardians of Minor	Withdrawn
PRO20	Handwriting	Withdrawn
PRO22	Attesting Witness in Proof of Due Execution and Reading Over	Withdrawn
PRO23	Interlineations and Alterations	Withdrawn
PRO25	Search for Will	Withdrawn
PRO26A	Alias	Withdrawn
PRO32A	Service of Warning and of Non-Receipt of Summons for Directions	Withdrawn
PROPEP2004	Probate Estate Provisions (Notes)	New/Amended
PRO2B	Particulars required for obtaining grant of Probate or Administration where Deceased Died on or after 18 March 1986	New/Amended
PRO4	Oath for Executors	New/Amended
PRO4B	Oath for Executors (Trust Corporation)	New/Amended
PRO5	Oath of an Attorney of an Executor (Administration with the Will annexed)	New/Amended
PRO8	Oath for Administrators	New/Amended
PRO8A	Nomination of Co-administrator - Minors	New/Amended
PRO8B	Nomination of Co-administrator by Person with Parental Responsibility. (Administration with the Will.)	New/Amended
PRO9	Oath for Attorney of Administrator	New/Amended
PRO11	Oath for Administrators, with the Will	New/Amended
PRO12	Oath for Administrators, de bonis non	New/Amended
PRO13	Oath for Administrators with the Will, de bonis non	New/Amended
PRO14	Oath for Double Probate	New/Amended
PRO16	Oath of Administrators Person with Parental Responsibility and Nominee	New/Amended
PRO33	Notice to Non-Proving Executor	New/Amended
PRO36C	Personal Representative in 'The Times', 'Daily Telegraph', 'The Guardian', 'Yorkshire Post' and 'Birmingham Post'	New/Amended
CON41A	Request by Executors or Administrators to be registered as Members of a Company	New/Amended

Crown copyright forms are reproduced with the permission of the Controller of the Stationery Office. Law Society forms are reproduced with the permission of the Law Society. Legal Aid Forms are produced with the permission of the LSC.