With effect from 1 November 2004, in relation to deaths on or after 6 April 2004, if an estate is an excepted estate and the personal representatives are not required to deliver an account under IHTA 1984, s. 216 , they are required to provide the following information in relation to the deceased to the probate registry (or the sheriff, in Scotland), when applying for probate or confirmation (see 180-875 below):

the full name;

date of death;

marital or civil partnership status;

occupation;

any surviving spouse or civil partner, parent, brother or sister;

the number of surviving children, step-children, adopted children or grandchildren;

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