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Guide to completing a Statement of Affairs (Probate) Form SA.2The information in this document is provided as a guide only and is not professional advice, including legal advice. It should not be.

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How to fill out the Form Sa2 Pdf online

The Form SA.2 is an essential document that must be completed when applying for a Grant of Representation. This guide provides clear, step-by-step instructions for filling out the form online, ensuring that all users can easily navigate the process.

Follow the steps to complete the Form SA2 Pdf online.

  1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
  2. Begin by entering the personal details of the deceased individual in Section 1. This includes their Personal Public Service Number (PPSN), date of death, full name, last known address, and occupation.
  3. In Section 2, provide details of the applicant or applicants. If there is a will, enter the forename, surname, relationship to the deceased, and contact details for each applicant.
  4. Complete Section 3 by listing the beneficiaries. Include their full names, addresses, and relationships to the deceased, specifying those expected to receive inheritances over €12,000.
  5. Proceed to the Asset Cover Section. Enter details of all assets owned by the deceased, categorizing each item according to type—real estate, bank accounts, vehicles, etc.
  6. In Section 5, list all liabilities related to the estate, such as debts and funeral expenses.
  7. Complete the Mandatory Questionnaire in Section 6, answering all relevant questions regarding social welfare payments and claims against the estate.
  8. Review all previously entered sections in the Summary Screen, ensuring accuracy before signing the declaration.
  9. Finally, click on ‘Generate Statement’ to create a PDF document for your records, and then use the ‘Submit’ facility to finalize your Form SA.2 online.

Complete your documents online today for a seamless filing experience.

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The Statement of Affairs is a list of your income, expenditure, assets and debts that you must complete and return to the Approved Intermediary (AI) assigned to you before they can begin the application process.

To complete this form, you will need: applicant details. personal details of the deceased person, including their PPSN. details of the beneficiaries, their PPSNs, and the value of benefits taken. details of the deceased person's assets held solely, jointly and by nomination at the date of their death.

When probate has been granted, the Probate Office sends a copy of the Revenue Affidavit to the Revenue Commissioners. The Revenue Commissioners will then issue a Form IT38 to each beneficiary who it understands may have a requirement to pay and file a CAT return.

In Ireland, there is also a concept known as the Executor's Year. This gives the executor 12 months to distribute the estate, starting from the date of the testator's death. After this, the executor's actions can be challenged in court.

The Statement of Affairs (Probate) Form SA. 2, has been developed as a replacement for the Inland Revenue Affidavit (Form CA24). This form must be completed as the first step in applying to the Probate Office of the High Court for a Grant of Representation.

A statement of affairs lists the assets and liabilities of an entity at their liquidation values. This report represents the worst possible net book value of an entity, since the liquidation value of assets may be substantially less than their value when they can be sold at a more leisurely pace.

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