Administration - Applying for the Grant Flashcards
(11 cards)
1
Q
What are the ways to apply for a grant?
A
- Online application via HMCTS
- Paper application (PA1P or PA1A) to Probate Registry
2
Q
When is PA1P used?
A
If the deceased left a valid will (even if executors are not acting)
3
Q
When is PA1A used?
A
If the deceased died intestate
4
Q
Must the grant application always include a legal statement?
A
Yes—applicants must affirm the accuracy of the information and promise to administer the estate properly.
5
Q
What are the three categories of professional applications?
A
- Mandatory online (e.g. standard probate)
- Optional online (simple NCPR 20/22 applications)
- Mandatory paper (non-standard/complex applications – see NCPR Schedule 3)
6
Q
Give examples of grants requiring mandatory paper application.
A
- Second grant of probate (e.g. power reserved)
- Chain of representation
- Grant with issues regarding the will
- Attorney applications
- NCPR 20 grants where life interests arise
7
Q
What must an application confirm to the Probate Registry?
A
- Deceased’s identity and date of death
- Applicant’s entitlement to act
- The correct grant being requested
- Estate value and IHT status
8
Q
What documents are required to prove an executor’s entitlement?
A
- The original will and codicils
- Evidence if a named executor is not applying (e.g. death certificate, renunciation, notice of power reserved)
9
Q
What must NCPR 20 applicants confirm?
A
- Their category under Rule 20
- Why anyone with better entitlement is not applying (clear-off)
- If a life or minor interest exists (which affects the number of administrators required)
10
Q
What must NCPR 22 applicants confirm?
A
- Their relationship to the deceased
- That they are entitled to a share of the estate
- Who else survived the deceased
- Whether minor beneficiaries exist
11
Q
Who must sign the probate application?
A
Each applicant or their legal representative
