HMCTS application

Hi I am sorry for posting this on here as I’m sure this is basic for trust users. The declaration for probate online HMCTS which has been completed confirms the gross and net values of the estate held in sole name therefore property held as joint tenancy and all joint accounts have not been included eventhough these figures are on the application. I understand the survivorship rule but I thought on actual grant it should include 50% of all assets joint and sole. I have spoken with someone at the probate registry and they said it is correct that the sole assets for which a grant is required are stated on the application and not the whole estate. Is this correct?

It is correct. 50% of the value of joint assets is included as part of the IHT calculation but not on the grant.