Earlier this year my mother died.
I registered the death with the registra, where I recevied a stack of information of what to do next. One of the items she mentioned was "Tell Us Once". This is an excellent idea and it worked well. Then it went downhill.
I started to fill out a PA1P because I remember the last will Mother wrote named me and her younger brother as executors. Sadly the uncle died eleven years ago. I searched the house and spoke to the family solicitors, showing them a document which proved they had a copy of the will, however, they were unable to find it! I was unable to find a copy of the will in the house either. I spoke to my solicitor and she recommended filling out a PA1A.
Even though I know a will exists, I have to fill out official legal forms as though it does not exist!
As I continue with this form I realise I shall have to fill out an IHT400 [inheritance tax account] even though it is clear that breaching the tax threashold will be unlikely. I found out that I could send off a PA13 to have the will searched for, unfortunately, two months later and no response from HMCTS. Apparently coronavirus allows them to work at a slower pace.
The IHT400 isn't that simple, as I progress though the pages I find I need an IHT405 [Houses, land, buildings and interests in land], an IHT406 [Bank and building society accounts], an IHT407 [Household and personal goods], an IHT411 [Listed stocks and shares] and an IHT421 [Probate summary] 59 pages, that is £5.90 to print out at the local library, which has been closed since March.
As I fill out these forms I am acutely aware of giving false information and being accused of fraud because of all the discloures on the last page, however, when I approach financial institutions like banks and ask for balances at the date of death, I am met with "do you have grant of probate or a letter of administration?", erm no, that is what I am applying for!