The PA1P form incorporates a 'Legal Statement', to be signed by the applicants or the authorised person, replacing the previous requirement for a Statement of Truth.  The Law Society explain more on this change here.


The PA1P form was available for completion within Troika release 2.09.002.


Producing the Form


From the Wealth Management module, select the Client tab and the menu option IHT Form. Select the IHTPA1P – Probate Application form and click Generate to produce the form.


Populated Information


The 01.24 form will populate with basic information, taking from the information already populating on the estate client within the Wealth Management module, Client tab and the menu option Estate Details – Edit.  It will populate with the following information, if entered:

  • From the deceased's entity record:
    • Section B, Section 2 'About the person who has died'
      • Box 2.1
      • Box 2.2
      • Box 2.3
      • Box 2.4
      • Box 2.5
      • Box 2.9
    • Section B, Section 7 'Inheritance Tax'
      • Box 7.1 (Box 7.5 in previous copy of the form, version 01.22v2)
  • From the deceased's records within Estate Details - Edit:
    • Section A, Section 1 'About the applicant(s)'
      • Box 1.1
      • Box 1.4
      • Box 1.5
      • Box 1.6
      • Box 1.7
      • Box 1.8
      • Box 1.10
      • Box 1.11
      • Box 1.12
      • Box 1.14
      • Box 1.15
      • Box 1.16
      • Box 1.18
      • Box 1.19
    • Section B, Section 3 'The will and any codicils'
      • Box 3.1
      • Box 3.2
    • Section B, Section 7 'Inheritance Tax'
      • Box 7.3 (Box 7.6 in previous copy of the form, version 01.22v2)
      • Box 7.5 (Box 7.8 in previous copy of the form, version 01.22v2)


The remaining boxes on the form can be completed on screen. On completion of the changes, you must click Save to save the changes made.


In the event you wish to make additional changes after this save, return to the IHT Form menu option, select the IHTPA1P – Probate Application form from the list.  Instead of selecting Generate, use the View form button beneath, next to the saved copy of the last PA1P form you produced.


Automation of Boxes 7.3 and 7.5 (Boxes 7.6 and 7.8 in previous copy of the form, 01.22v2)


The automation for boxes 7.3 and 7.5 (providing values of the estate for inheritance tax and probate) was included in Troika release 2.09.017.  Users using any previous releases to this should enter estate financials through Load Data, as before, then run an IHT205 form to obtain confirmation of summary values.  From there users can manually input those summary values into the PA1P.


These notes are confirmed to be applicable from Troika release 2.09.022.