IHTM05153 - Limited grants: information required

To obtain a limited grant the applicant will need to contact their local Probate Registry and put the facts before the Registrar and persuade them to allow the application.

If the Registrar is prepared to allow a limited grant the applicant will need to tell us:

• the full name and date of death of the deceased
• the probate registry at which the application will be made
• the type of grant applied for
• the reasons why a limited grant is required or provide a copy of the supporting affidavit (see below)
• the names and address of the executors or administrators who will be applying for a full grant in due course

Applications to the probate registry are usually supported by an affidavit and this will set out why a limited grant is required. In all but the most straightforward cases of applications under Administration Ad Colligenda Bona, where the sale of one or two properties is concerned, you should ask for a copy of the supporting affidavit.

We need the names and addresses of the personal representatives who will be applying for a full grant so we can contact them to check on progress towards delivering a full account and paying the tax due.