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  TAX FORMS: Other Forms
 
  IR Capital Taxes : Inheritance Tax Forms: IHT30, IHT38, IOV2, Grossing Up, Guaranteed Annuities
  If you have Adobe Acrobat Reader version 4 or 5 you can fill in the forms and then print out for filing, however you will not be able to save the result. Alternatively if you have Adobe Acrobat 4 you will be able to save the results to your local system and be able to modify the saved results at any time.
  Files suffixed with .zip are compressed you will need unzip software to decompress these files before use.
   
  Forms
 
Form Description Form Name Download File Size
Application for certificate that all tax has been paid IHT30 iht30.pdf 44k
Claim for relief for loss on sale of shares IHT35 iht35.pdf 189k
Continuation sheet for IHT35 IHTcont iht35cont.pdf 96k
Claim for relief for loss on sale of land IHT38 iht38.pdf 120k
Instruments of Variation checklist (for documents signed after 1 August 2002) IOV2 iov.pdf 115k
   
  Grossing Up
  Where an estate is partly exempt from inheritance tax, but there is still some tax to pay, it is necessary to "gross up" any legacies that are paid free of tax. This form will work out the chargeable estate for you.
 
Form Description Form Name Download File Size
Grossing up calculator (amended April 2006) Grossingup g_up.pdf 237k
   
  Guaranteed Annuities
  If the deceased was receiving payments under an annuity and payments are guaranteed for a period after the death, the right to receive these payments is an asset of the estate. This form will work out an estimate of the open market value of this right.
 
Form Description Form Name Download File Size
Guaranteed annuity calculator (amended 27 March 2003)
Guaranteed Annuity g_annuity.pdf 93k
   
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