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Under tax law you need a form IT8 if the deceased had on date of death over \u20ac50,000 in a savings/deposit account or accounts that were owned jointly with another person (or people). An IT8 is not needed for accounts in the joint name of the deceased and their spouse or civil partner.
How do I contact Revenue PAYE by phone?
The National PAYE Helpline can be contacted on (01) 738 3636 and will operate from 9.30am to 1.30pm, Monday to Friday.
How long does an executor have to distribute will Ireland?
An executor/administrator has 12 months from the date of death to deal with the estate uninterrupted. After that time frame, the beneficiaries will be entitled to query delays and may apply to carry out the administration themselves if they feel that the existing executor/administrator is not performing their duties.
What is an sa2 form?
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.
Are Revenue taking calls?
Revenue never asks customers to provide personal information via telephone calls or text messages. If you receive a telephone call purporting to be from Revenue about which you have any doubts, particularly if the call is unexpected, you should contact your Revenue Office.
If the deceased person passed away before 5 December 2001 you will need to complete the Inland Revenue Affidavit (Form CA24 2000 edition). This form must be submitted to Revenue in duplicate to the following address: Revenue Commissioners. Capital Acquisitions Tax.
How long does an executor have to settle an estate in Ireland?
This is because, in Ireland, there is a concept called the Executor's Year. This gives the executor of an estate 12 months to administer the estate, starting from the testator's date of death. After this, the beneficiaries can query the executor's actions, asking why further progress has not been made.
How do I get a letter from Revenue Ireland?
You can do this simply, by: calling our 24-hour automated voicemail Forms Ordering Service on 01 738 3675.
What is a Statement of Affairs Ireland?
A Grant of Representation gives you permission to act on behalf of a deceased person. This allows you to settle the deceased person's affairs and distribute their net assets to the entitled beneficiaries.
Does Revenue send mail?
The Revenue Commissioners never send emails or text messages requiring customers to send personal information via email, text or pop-up windows. Anyone who receives an email or text message purporting to be from Revenue and suspects it to be fraudulent or a scam should simply delete it.
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