Fillable Printable Letters of Administration with Will Annexed Application Form
Fillable Printable Letters of Administration with Will Annexed Application Form
Letters of Administration with Will Annexed Application Form
LETTERS OF ADMINISTRATION WITH WILL ANNEXED APPLICATION FORM
"PLEASE NOTE: This form has been prepared by Busbys Solicitors of The Strand,
Bude, Cornwall. EX23 8TJ. If you complete and submit this form to us, you are
deemed to accept that our firm is entitled to charge £350 plus VAT and
disbursements, for preparing the Inland Revenue form and Oath to lead to the
Grant. In the circumstances, please read our Terms of Business as set out in our
firm's website at www.busbyslaw.co.uk, before you complete this form and submit
it to us."
We do appreciate that you may not have the information to hand to answer every
question. Please answer as many questions as you can, and then print out the
pages containing the outstanding questions.
Do save this form before closing so that you do not lose your data. (To save, click
on File, Save as. Do make a note of where you have saved the Form as you will
need to open it to finish completing it)
SECTION A ; YOUR DETAILS
Title: Mr ( )
Forename:
Last Name:
Email:
Daytime Telephone No.
Address
Postcode:
Occupation:
Marital Status: Married ( )
Are you related to the deceased? Yes ( ) No ( )
If Yes, how are you related?
LETTERS OF ADMINISTRATION WITH WILL
APPLICATION FORM.doc
If there are any other applicants please give
their details as shown above
SECTION B - DETAILS OF THE DECEASED
Last Name:
Forename:
Did the Deceased use any other name : Yes ( ) No ( )
Were assets held in this name: Yes ( ) No ( )
If Yes, please give details:
And in what name(s) are they held?
Please give the Deceased’s National Insurance
Number (or leave blank if not known)
Address of the Deceased
County:
Postcode:
Was the Deceased domiciled in England and
Wales:
Yes ( ) No ( )
Was the Deceased retired at the date of their
death:
Yes ( ) No ( )
If No, please state occupation of the deceased
at time of death or state No occupation if
applicable
Date of Death: ( ) ( ) ( )
Date of Birth: ( ) ( ) ( )
LETTERS OF ADMINISTRATION WITH WILL
APPLICATION FORM.doc
Legal marital status of the Deceased and dates
where applicable
( ) Bachelor
( ) Spinster
( ) Widowed
( ) Married/Civil Partnership ( ) ( )
( ) Divorced ( ) ( )
( ) Legally separated ( ) ( )
To whom was the deceased married?
Court where the deceased divorced/legally
separated.
Please give details of the deceased’s tax district
or income tax reference number if known
Deceased’s living relatives –please list the
surviving relatives. Please provide us with dates
of birth for all minor children (i.e. children under
the age of 18 years).
Can all of the deceased’s living relatives be
contacted? Please give addresses for all living
relatives.
Yes ( ) No ( )
SECTION C – THE WILL
Did the deceased leave a Will Yes ( ) No ( ) If the answer to this
question is NO, then please use
Letters of Administration Form
Did the deceased leave any Codicils to their
Will:
Yes ( ) No ( )
Is there anyone under 18 years old who
receives a gift in the Will: Yes ( ) No ( )
Are there any Executors named in the Will Yes ( ) No ( )
Are you named as an Executor in the Will: Yes ( ) No ( )
Is anyone else named an Executor in the Will: Yes ( ) No ( )
Give the names and addresses of those
Executors who are not applying for Probate
and the reason why.
LETTERS OF ADMINISTRATION WITH WILL
APPLICATION FORM.doc
Please confirm that the Deceased and their
spouse or civil partner did not die together in an
accident.
Yes ( ) No ( )
SECTION D – ASSETS ie Details of what the deceased owned at the date of his or
her death: Please give details of the name of the Investment Company and the
amount held in the investment (in sterling) on the day the deceased died.
Assets in the United Kingdom except for joint assets passing automatically to the
surviving owner.
Total Cash (found on the deceased or in the
deceased’s home).
£
Total monies held in Bank Accounts £
Total monies held in Building Societies, Co-
operative or Friendly Societies or Saving Banks
including interest to the date of death.
£
Total approximate value of Household and
personal goods.
£
Total of Saving Certificates and other National
Savings Investments.
£
Stock and Shares quoted on the Stock
Exchange.
£
Stock and Shares not quoted on the Stock
Exchange.
£
Total of ISAs and PEPs held £
Insurance Policies including bonuses on “With
Profits” Policies and Mortgage Protection
Policies.
£
Amounts which employers owe including arrears
of salary and pension payable to the estate.
£
Partnership and business interest £
LETTERS OF ADMINISTRATION WITH WILL
APPLICATION FORM.doc
Freehold and leasehold residential property in
the sole name of the deceased. Please note that
you do not need a professional valuation but you
must take reasonable steps to insert a realistic
value e.g look in local estate agents windows or
local newspapers for the values of comparable
properties.
Other freehold or leasehold residential property
in the sole name of the deceased
£
The total value of assets owned with any other
person or persons £
Value of the deceased’s share in any jointly
owned assets £
Please give details of the asset or assets jointly
owned or with whom the asset is owned. £
Assets outside the United Kingdom (value in
sterling) £
Any other assets of the deceased not already
mentioned £
SECTION E – LIABILITIES of the Deceased at the date of his or her death – (please
give details of the amounts owed by the Deceased in sterling).
Monies owed by the Deceased in the United
Kingdom £
Funeral expenses £
Monies owed by the Deceased outside the
United Kingdom £
LETTERS OF ADMINISTRATION WITH WILL
APPLICATION FORM.doc
The amount outstanding on any mortgage of
property where the mortgage is in the sole name
of the Deceased
£
SECTION F – GIFTS
The Inland Revenue will require full details of any gifts made by the Deceased during
the 7 years prior to their death ( unless those gifts were made to an exempt body
such as a charity or a spouse/civil partner.) If a gift has been made and you are not
sure whether it should be mentioned, then please e-mail us with the details and we
will try to assist.
Within the 7 years prior to the date of the deceased’s date of death, did they:
Make any gifts to one or more persons which in
total exceeded £3,000.00 in any one year or set
up a Trust: Yes ( ) No ( )
Total value of gifts made during the seven years £
Did the deceased make a gift from which they
continued to receive either a direct or an indirect
benefit – please give full details, including the
value of the gift
Did the Deceased pay for an insurance policy
that was not on the deceased’s life? If so,
please provide details
Did the deceased have a pension on which all
benefits had not been received by the date of
the deceased’s death?
Was the deceased entitled to receive any
payments from a pension plan after the date of
his/her death/
Was the deceased entitled to receive any lump
sum from a pension plan after the date of death
£
Yes ( ) No ( )
Yes ( ) No ( )
LETTERS OF ADMINISTRATION WITH WILL
APPLICATION FORM.doc
SECTION G –ASSETS HELD IN TRUST :
Was the person who has died receiving a benefit
under a trust
ξ
At the time when they died?
ξ
At any time within seven years before
they died?
If there is any further information about the Estate that you think is pertinent, and that you
wish mentioned, please let us have details. We will then consider whether the information
should go in the relevant forms.
How many copies of the Grant do you need?
(As a rule, you need one copy for each asset at
an additional cost of £1.00 each)
( )
Now kindly submit the information (by clicking on
FILE > Send to > Mail Recipient as an
attachment and put in the following e-mail
address: sharon.piper@busbyslaw.co.uk then
click Send) to enable us to start preparing the
paperwork for you as soon as possible. Thank
you.
NB: We recommend you save a copy of
this form on your computer.
LETTERS OF ADMINISTRATION WITH WILL
APPLICATION FORM.doc
