Statement of Affairs (Probate) - Inclusion of Jointly Owned Property and Joint Accounts

stack0487

Hello,

Hoping for a bit of advice on completing the Assests Claim section of the Statement of Affairs (Probate) SA.2 online form on Revenue.ie.

The guide on the Revenue.ie site helpfully states that jointly held property (e.g. a house in the names of both a husband and wife) and jointly held accounts (e.g. the names of a husband and wife) may pass directly to the other named person directly - and are not considered part of the Estate, due to Survivorship. What it doesnt outline, is whether or not to include these assests on the Assets Claim section if that is the case. I imagine if these assets "are not part of the Estate" they do not form part of the value of the Estate, and so shouldnt be factored into the assests specificed on the claim, but I'm not sure...

So my question is: If a jointly owned property or joint account does not form part of the estate, per the above example of jointly held assets of a spouse, do I exclude it from the Statement of Affairs and detail only assets that were not jointly owned (e.g. bank accounts, pensions and property only in the name of the deceased)?

P.S. The deceased held no property or assets jointly with anyone other than his spouse, if that matters.

Thanks in advance for any advice.

stack0487

Any help here would he gratefully received - thanks.

stack0487

Hi everyone - I guess everyone was enjoying the long weekend when I posted originally - any guidance you might have would be great, thanks!