(1) This Order may be cited as the Non-Contentious Probate Fees Order 2004 and shall come into force on the 4th January 2005.
(2) In this Order—
(a) a fee referred to by number means the fee so numbered in Schedule 1 to this Order;
(b) “assessed value” means the value of the net real and personal estate (excluding settled land if any) passing under the grant as shown—
(i) in the Inland Revenue affidavit (for a death occurring before 13th March 1975), or
(ii) in the Inland Revenue account (for a death occurring on or after 13th March 1975), or
(iii) in the case in which, in accordance with arrangements made between the President of the Family Division and the Commissioners of the Inland Revenue, or regulations made under section 256(1)(a) of the Inheritance Tax Act 1984 and from time to time in force, no such affidavit or account is required to be delivered, in the oath which is sworn to lead to the grant,
and in the case of an application to reseal means the value, as shown, passing under the grant upon its being resealed;
(c) “authorised place of deposit” means any place in which, by virtue of a direction given under section 124 of the Supreme Court Act 1981 original wills and other documents under the control of the High Court (either in the principal registry or in any district registry) are deposited and preserved;
(d) “grant” means a grant of probate or letters of administration;
(e) “district registry” includes the probate registry of Wales, any district probate registry and any sub-registry attached to it;
(f) “the principal registry” means the Principal Registry of the Family Division and any sub-registry attached to it.
NOTES
Initial Commencement
Specified date
Specified date: 4 January 2005: see para (1) above.
Administration of Estates94
Personal Representatives & Administration of Estates92
Tax Law94
Succession Law & Estate Planning92
Estate Taxes94
Exclusion of certain death gratuities3In determining the value of any personal estate for the purposes of this Order there shall be excluded the value of a death gratuity payable under section 17(2) of the Judicial Pensions Act 1981 or section 4(3) of the Judicial Pensions and Retirement Act 1993, or payable to the personal representatives of a deceased civil servant by virtue of a scheme made under section 1 of the Superannuation Act 1972.
NOTES
Initial Commencement
Specified date
Specified date: 4 January 2005: see art 1(1).
Personal Representatives & Administration of Estates95
Succession Law & Estate Planning95
Special exemption—Armed Forces7Where a fee has been paid or fees have been paid for the application of a grant (other than fee 3.2) and at the time of payment of that fee or those fees—
(a) the application for the grant was in respect of an estate exempt from Inheritance Tax by virtue of section 154 of the Inheritance Tax Act 1984 (exemption for members of the armed forces etc); and
(b) was in respect of a death occurring before 20th March 2003;
the Lord Chancellor shall upon receiving a written application refund the difference between any fee or fees paid and fee 3.2.
NOTES
Initial Commencement
Specified date
Specified date: 4 January 2005: see art 1(1).
Exemptions & Reliefs from Inheritance Tax99
Estate Taxes93
Tax Law99
Inheritance Tax99
Succession Law & Estate Planning99
SCHEDULE
1Fees to be Taken
Article 2
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Column 1 | Column 2 | |
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Number and description of fee | Amount of fee | |
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1 Application for a grant | £40 | |
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On an application for a grant (or for resealing a grant) other than on an application to which fee 3 applies, where the assessed value of the estate exceeds £5,000 | |
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2 Personal application fee | £50 | |
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Where the application under fee 1 is made by a personal applicant (not being an application to which fee 3 applies) fee 2 is payable in addition to fee 1, where the assessed value of the estate exceeds £5,000 | |
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3 Special applications | £15 | |
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3.1 For a duplicate or second or subsequent grant (including one following a revoked grant) in respect of the same deceased person, other than a grant preceded only by a grant limited to settled land, to trust property, or to part of the estate | |
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3.2 On an application for a grant relating to a death occurring on or after 20th March 2003 and in respect of an estate exempt from inheritance tax by virtue of section 154 of the Inheritance Tax Act 1984 (exemption for members of the armed forces etc) | £8 | |
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4 Caveats | £15 | |
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For the entry or the extension of a caveat | |
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5 Search | £5 | |
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On an application for a standing search to be carried out in an estate, for each period of six months including the issue of a copy grant and will, if any (irrespective of the number of pages) | |
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6 Deposit of wills | £15 | |
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On depositing a will for safe custody in the principal registry or a district registry | |
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7 Inspection | £15 | |
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On inspection of any will or other document retained by the registry (in the presence of an officer of the registry) | |
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8 Copy documents | |
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On a request for a copy of any document whether or not provided as a certified copy: | |
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(a) for the first copy | £5 | |
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(b) for every subsequent copy of the same document if supplied at the same time | £1 | |
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(c) where copies of any document are made available on a computer disk or in other electronic form, for each such copy | £3 | |
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(d) where a search of the index is required, in addition to fee 8(a), (b) or (c) as appropriate, for each period of 4 years searched after the first 4 years | £3 | |
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9 Oaths | |
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Except on a personal application for a grant, for administering an oath, | |
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9.1 for each deponent to each affidavit | £5 | |
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9.2 for marking each exhibit | £2 | |
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10 Determination of costs | The same fees as are payable from time to time for determining costs under the Civil Proceedings Fees Order 2004, (the relevant fees are set out in fee 5 in Schedule 1 to that Order) | |
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For determining costs | |
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11 Settling documents | £10 | |
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For perusing and settling citations, advertisements, oaths, affidavits, or other documents, for each document settled | |
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NOTES
Initial Commencement
Specified date
Specified date: 4 January 2005: see art 1(1).
Exemptions & Reliefs from Inheritance Tax99
Estate Taxes91
Tax Law99
Inheritance Tax99
Succession Law & Estate Planning99
SCHEDULE
2Order Revoked
Article 8
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Title | Reference | |
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The Non-Contentious Probate Fees (Amendment) Order 2000 | SI 2000/642 | |
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NOTES
Initial Commencement
Specified date
Specified date: 4 January 2005: see art 1(1).
Administration of Estates94
Tax Law94
Estate Taxes94
EXPLANATORY NOTE
(This note is not part of the Order)The Non-Contentious Probate Fees Order 1999 (SI 1999/688) specified fees for non-contentious probate matters in the principal registry and district registries. This Order which replaces it incorporates amendments to that Order since 1999 and includes some fee changes:
—the fee for the application for a grant (or for resealing a grant) where the assessed value of the estate exceeds £5,000 has been reduced from £50 to £40.
—the Personal application fee where the assessed value of the estate exceeds £5,000 has been reduced from £80 to £50.
TABLE OF COMPARISON
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Number and summary of new fee (for full description see Schedule 1) | Amount of new fee (for full details see Schedule 1) | Amount of old fee (for full details see Schedule 1) | Number of old fee | |
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1 Application for a grant | £40 | £50 | 1 | |
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2 Personal application fee | £50 | £80 | 2 | |
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A Regulatory Impact Assessment of the costs and benefits of this Order (and other Orders relating to court fees) was placed in the Libraries of both Houses of Parliament, and is available on the Court Service's website at www.courtservice.gov.uk/usingthecourts/htm
Administration of Estates92
Tax Law92
Estate Taxes92