Probate application: Which documents are typically sent alongside the IHT forms when applying for probate?

Probate application: Which documents are typically sent alongside the IHT forms when applying for probate?

• A. PAP1, Will, affidavits and fees
• B. IHT201, PAP1, Will, affidavits and fees
• C. IHT400, Will, affidavits
• D. PAP2, Will, affidavits

Answer: (B)

When applying for probate, you bundle the tax information with the probate paperwork to show the estate’s position and authorize the administrator. For many straightforward estates where no inheritance tax is due, the IHT201 form is the appropriate tax submission to accompany the application. Alongside that, the PAP1 (Probate Application Pack for individuals) provides the official forms the registry needs to grant probate. The Will identifies who is entitled to act and how the estate should be distributed, and affidavits are sworn statements supporting the application—often confirming facts about the death, the validity of the will, and the administrator’s authority. Finally, the fees cover the probate process. Other options would omit the necessary tax form, rely on a different pack not suited to straightforward cases, or use the form for a more complex tax position, which isn’t typically required here.

When applying for probate, you bundle the tax information with the probate paperwork to show the estate’s position and authorize the administrator. For many straightforward estates where no inheritance tax is due, the IHT201 form is the appropriate tax submission to accompany the application. Alongside that, the PAP1 (Probate Application Pack for individuals) provides the official forms the registry needs to grant probate. The Will identifies who is entitled to act and how the estate should be distributed, and affidavits are sworn statements supporting the application—often confirming facts about the death, the validity of the will, and the administrator’s authority. Finally, the fees cover the probate process. Other options would omit the necessary tax form, rely on a different pack not suited to straightforward cases, or use the form for a more complex tax position, which isn’t typically required here.