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ASSET VALUATION SPREADSHEET
The asset valuation spreadsheet is provided in Microsoft Excel format. It allows you to keep track of the deceased's assets and assign valuations. The spreadsheet automatically provides asset totals that can be used in conjunction with IHT forms for probate filing. An additional document provides guidance and notes on completing the asset valuation spreadsheet.

NOTE: When downloading the document if you see a message box saying 'Enter Network Password' press the Cancel button. Do not attempt to enter a name or password. This is a bug in some versions of the Microsoft operating system. The downloaded document or spreadsheet will by default open another browser window. If you wish to use the native interface of MS Word or MS Excel simply go to File, Save As and save the document, close the browser window and re-open the file with MS Word or MS Excel.

 
Online Guide to Completing the Probate Spreadsheet
Click here to view the guide in your internet browser, alternatively you can download it from the link in the table below. You will need Microsoft Word for the latter.
 
Description File
Guide to completing the Probate Spreadsheet probatessprocess.doc
   
For tax Year 2007/2008  
Probate Spreadsheet (Microsoft Excel Format) probateapril2007.xls
Filled in Example Probate Spreadsheet (Microsoft Excel Format) probate2april2007.xls
   
For tax Year 2006/2007  
Probate Spreadsheet (Microsoft Excel Format) probateapril2006.xls
Filled in Example Probate Spreadsheet (Microsoft Excel Format) probate2april2006.xls
   
For tax Year 2005/2006  
Probate Spreadsheet (Microsoft Excel Format) probateapril2005.xls
Filled in Example Probate Spreadsheet (Microsoft Excel Format) probate2april2005.xls
   
For tax Year 2004/2005  
Probate Spreadsheet (Microsoft Excel Format) probate.xls
Filled in Example Probate Spreadsheet (Microsoft Excel Format) probate2.xls
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