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Probate webforms - pack 3

A
Written by Antoine Larsen
Updated this week

In the table below, the available webforms are listed along with a link to download:

  1. Click on the required link next to the form name to download that form.

  2. Once the required form(s) have been downloaded, update them within your Proclaim system.

Name

Brief Description

Updated

PDF

EXE

HMRC
Pack 3

This Pack 3 contains Probate application and HMRC forms:

P1000, PA1A Legal Practitioners' version, PA1P Legal Practitioners' version, PA8A, PA8B, PA11, PA12, PA13, PA14, PA15, PA17, PA18, Probate Cover Sheet, R185, R185 (Estate Income), R185 (Trust Income), SA100 and SA900

Please note that the current versions of the PA1A, PA1P and PA8A forms contain HMCTS' new format for name and address fields. These forms will not auto-populate and to achieve this you will need to add the name and address fields to the forms or please contact Consultancy for the same.

Other Probate and HMRC forms can be found in:
HMRC Pack 1
HMRC Pack 2

April 2025

P1000

No Title
(Tell HMRC about who is dealing with the estate when someone dies)
June 2024

September 2024

PA1A

Probate application where the person who has died did not leave a will
February 2025
Legal Practitioners' version

Please note that the current version of this form contains HMCTS' new format for name and address fields.
The form will not auto-populate and to achieve this you will need to add the name and address fields to the form or please contact consultancy for the same.

February 2025

PA1P

Probate application where the person who has died has left a will
January 2024
Legal Practitioners' version

Please note that the current version of this form contains HMCTS' new format for name and address fields.
The form will not auto-populate and to achieve this you will need to add the name and address fields to the form or please contact consultancy for the same.

January 2024

PA8A

PA8A - Application to stop a Grant of Representation
October 2024

October 2024

PA8B

PA8B - Application to stop a Grant of Representation
October 2024

October 2024

PA11

Power of Attorney (Will)
May 2022

May 2022

PA12

Power of Attorney (Intestate)
May 2022

May 2022

PA13

Lost Will Questionnaire
April 2021

June 2021

PA14

Medical Certificate
April 2021

June
2021

PA15

Renunciation (Will)
November 2024

December 2024

PA17

Renunciation (with a Will - Partner, director, member, shareholder in a firm)
April 2021

June 2021

PA18

Pre-lodgement enquiry
September 2021

September 2021

Probate
Cover
Sheet

Probate Cover Sheet

March 2021

R185

Certificate of deduction of income tax
March 2006

March 2021

R185 Estate
Income

Statement of income from estates
April 2024

April 2024

R185
Trust
Income

Statement of income from trust
July 2024

August 2024

SA100
2023

Tax Return 2023 for the year ended 5 April 2023 (2022-23)
December 2022

June 2023

SA900
2025

Trust and Estate Tax Return 2025 for the year ended 5 April 2025 (2024-25)
December 2024

April 2025

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