Extracting a Grant of Probate
1. Why take out a Grant Of Probate.
When someone dies their property immediately passes into the hands of the executor's. Then in order for their property to be divided according to their wishes, the executor of their estate must apply to the Probate office to take out a grant of Probate in order to administer their estate. The estate of the deceased cannot be administered until the grant of probate is received from the Probate office.
2. Find the Will.
In order to take out a Grant of Probate the first thing that must be done is locate the will of the deceased. Usually it will be with either in the deceased home, with another family member or in the solicitor's office. The will should be located as soon as possible after the deceased's death.
3. Ascertain Executors.
A will usually contains the appointment of an executor(s). Their duty is to administer the estate of the testator. The task can be quite arduous depending on the size and scope of the testator's estate.
If no executor is appointed or the executor has predeceased the testator, the estate will have to be administered by a person called an administrator. This person will be the residuary legatee and devisee (i.e. the person who inherits the remainder of the estate that is left after all the gifts under the will have been satisfied.)
4. Obtain a Death Certificate.
To obtain a grant of probate it is necessary to prove the person is dead. This may seem a little obvious but from the Probate office's point of view they do not want to give a grant of Probate of someone's estate that is not even dead.
5. Appoint a solicitor.
It is now up to the executor to decide whether or not he will use a solicitor to help him to administer the estate and prove the will or whether he will take it on himself. This will depend on a number of factors. Like the size of the estate, the experience the executor has in such matters etc. Obviously there will be an added cost if he/she were to use an executor but it must be remembered that a lot of time and trouble can be saved in using someone who does this kind of thing every day of the week.
6. Taking out a Grant without a Solicitor.
If the executor decides to prove the will himself then he must apply to the Personal
Applications Section of the Probate Office for an appointment. The office is located at the Four Courts in Dublin. He must do this in order to take out the Grant of Probate.
7. Ascertain assets and liabilities.
Now the executor must ascertain the entire assets and liabilities of the deceased. This means getting everything from the cost of their funeral and their last mobile phone bill to the money in their credit union account. This task can be quite arduous. It must be remembered that property held under joint accounts is not included in the deceased's estate. The principle of survivorship applies to such property. This principle arises where two or more people own something. On the death of one joint owner, his interest automatically passes to the survivors. This is most common in husband wife relationships. Once the death certificate is obtained the property passes to the survivor(s). The effect of this is that this property does not form part of the testator's assets for the purposes of the will. Such property is outside the will and is not considered when administering the estate.
8. Make a return to the Revenue Commissioners.
Once all the assets and liabilities of the estate have been ascertained a return to the Revenue Commissioners must be made. Under the Finance Act 1993 this must be accompanied by a Probate Tax Return, which is a sworn affidavit form that is available from the Revenue Commissioners. It is important that this form is completed with the utmost care and honesty as it is a sworn statement and it will be scrutinised by the Probate office.
9. Apply to the Probate Office.
The next step is to actually apply to the Probate Office for a Grant of Probate. This will include the submission of a number of forms along with the original will. All these will be examined thoroughly by the probate office. If everything is in order the Probate will issue a Grant of Probate to the Executor.
10. Administer the Estate.
Once the grant of probate has been received the executor is now ready to administer the estate.
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