Process for obtaining Grants of Probate and Letters of Administration from September 2020
29th July 2020
Information Notice: This September will see a significant change in the way applications for Grants of Probate and Letters of Administration are made in the Probate Office and the District Probate Registries. This change will modernise and transform the current process, making it easier and more efficient to complete. Revenue proactively worked with the Probate Office to design an online process that will reduce errors encountered when completing the current paper form.
These changes will mean that solicitors and personal applicants such as, executors or administrators of an estate, will be required to submit their Inland Revenue Affidavit online in advance of lodging their application for a grant of representation with the Probate Office and the District Probate Registries. The changes to the current process are outlined below:
- Applicants seeking to apply for Grants of Probate or Letters of Administration will need to complete and submit to Revenue the new online version of the Inland Revenue Affidavit, called the Statement of Affairs (Probate) Form SA.2. This can be done by logging in to Revenue’s Online Service (ROS) or MyAccount which can be accessed via www.revenue.ie.
- A Revenue acknowledgement document will auto-generate for the applicant once the form is successfully completed and submitted electronically. This acknowledgement document is called the Notice of Acknowledgement (Probate) and will contain headline information from the form for use by the Probate Office.
- An applicant will be required to print this acknowledgement and submit it to the Probate Office, along with the other required papers in order to obtain a Grant of Probate or Letters of Administration.
It is expected that the governing regulations will be signed into law and the new online form available by mid-September 2020. Once the online form is available, the Probate Office can only accept new applications that include Revenue’s acknowledgment document. This means there will be no option available to submit an Inland Revenue Affidavit to the Probate Office for approval.
In preparation for the move to the online Statement of Affairs the Probate Office, from Friday 4th September 2020 will no longer accept applications with CA24’s.
The service is currently in development and further updates/ information on the new process and the online form will be provided by both Revenue and the Courts Service in the coming weeks.