New Probate Process
The Revenue Commissioners have recently introduced a new format for what was previously known as the Inland Revenue Affidavit (CA24). The Inland Revenue Affidavit has been replaced by what is known as an SA2 form which now must be filed with the Revenue Commissioners online and a receipt obtained which is then lodged with the other Probate papers in the Probate Office. A lot of the information that was previously required for the CA24 is still required in the SA2 but it is important to be aware that the following additional information is required in order to complete the form:
- Dates of Birth for each beneficiary
- IBAN numbers for any bank accounts held
- Details of any section 72/73 policy
The statement of affairs form is completed as the first step in applying to the Probate Office for the Grant of Representation. The Procedure with the new application process involves either the personal representative of the deceased or other authorised person on their behalf such as a Solicitor to sign into the Revenue online system and complete the form online.
When the statement is completed a notice of acknowledgment will issue to the inbox of the account holder which will contain information that the Probate office use to issue the Grant of Probate/Administration.
It is important to note that the Probate office will only accept applications that include this notice from Revenue going forward and will no longer accept the CA24.
If you require any information regarding the Probate process please do not hesitate to contact us on 01-2960666.