The PA1A form became available for completion within Troika from release 2.09.026.


Producing the Form


From the Wealth Management module, select the Client tab and the menu option IHT Form. Select the IHTPA1A – Probate Application form and click Generate to produce the form.


As the PA1A is for where the person who has died did not leave a will that deals with assets in England and Wales, in the event a date has been entered within Estate Details - Edit > Deceased details tab > Date of Will, only the IHTPA1P - Probate Application will be available for selection.


Populated Information


The 02.25 form will populate with basic information, taking from the information already populating on the estate client within the Wealth Management module, Client tab and the menu option Estate Details – Edit.  It will populate with the following information, if entered:

  • From the deceased's entity record:
    • Section B, Section 2 'About the person who has died'
      • Box 2.1
      • Box 2.2
      • Box 2.3
      • Box 2.4
      • Box 2.5
    • Section B, Section 6 'Inheritance Tax'
      • Box 6.1
  • From the deceased's records within Estate Details - Edit:
    • Section A, Section 1 'About the applicant(s)'
      • Box 1.1
      • Box 1.2
      • Box 1.3
      • Box 1.4
      • Box 1.5
      • Box 1.6
      • Box 1.7
      • Box 1.8
      • Box 1.9
      • Box 1.10
      • Box 1.11
      • Box 1.12
      • Box 1.13
      • Box 1.14
    • Section B, Section 6 'Inheritance Tax'
      • Box 6.3
      • Box 6.5


The remaining boxes on the form can be completed on screen. On completion of the changes, you must click Save to save the changes made.


In the event you wish to make additional changes after this save, return to the IHT Form menu option, select the IHTPA1A – Probate Application form from the list.  Instead of selecting Generate, use the View form button beneath, next to the saved copy of the last PA1A form you produced.


This article is confirmed to be applicable from Troika release 2.09.026.