Schedule IHT421 Probate Summary - United Kingdom

Probate Summary Form Instructions

Follow these steps to complete Schedule IHT421, Probate Summary:

1. Indicate your full name and address if you are filing the summary in Northern Ireland - otherwise, leave the first section of the form blank.
2. Record the Inheritance Tax Reference Number, your own reference number, the name of the person to contact, and the telephone number.
3. Write down the details of the deceased individual (including their title, full name, date of death, and their residential address at the time of death).
4. Provide a summary of the deceased person's assets. Make sure the information you record matches the numbers you have written in tax forms submitted before this schedule. List the amounts of the domestic estate before deductions, jointly owned assets that pass to the surviving owner, the gross value of assets, liabilities, and the total value of the assets.
5. Confirm you have paid tax on the account or enter "0" in the appropriate box if you believe there is no tax to pay.
6. Sign and date the document - this way, you certify you are responsible for all required calculations being true and accurate.