Inheritance Act Instruction Form: Section 1

For use with Form E

See

Client
1.1 Full name

1.2 Date of birth

1.3 Occupation

Deceased Parent
1.4 Name

1.5 Date and cause of death

1.6 Place of death

1.7 Death certificate? Y/N

1.8 DP’s age at death

1.9 Will or intestacy?

Estate
1.10 Gross value

1.11 Net value

1.12 Date of grant of probate

1.13 Last issue date

Contents of Estate

1.14.1 Land and real property

1.14.2 Cash, savings, investments

1.14.3 Beneficial interests (including

discretionary trusts)

1.14.4 Other

1.14.5 Distribution of estate under

Will/intestacy
Supplementary information
about AC

1.15 AC’s interest under the Will/intestacy

1.16 AC’s state of health

1.17 AC’s current earning capacity

Beneficiary/other claimant information
Complete this section for any significant beneficiary or potential Inheritance Act
claimant

1.18.1 Name

1.18.2 Age

1.18.3 General health

1.18.4 Disabilities

1.18.5 Relationship to DP

1.18.5 Dependants

1.18.6 If joint owner of property with DP, state

property and approximate total value

1.18.7 Gifts from DP during DP’s lifetime