--- title: How do I add money owed to the deceased to my case? description: This article will guide you how to add any money owed to the deceased --- [Skip to content](https://knowledge.exizent.com/how-do-i-add-money-owed-to-deceased#main-content) ![Exizent\_logo\_non-fixed\_White\_Large.png\]](https://knowledge.exizent.com/hs-fs/hubfs/Exizent_logo_non-fixed_White_Large.png?height=45&name=Exizent_logo_non-fixed_White_Large.png) Open main navigation Close main navigation Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.exizent.com/?hsLang=en) 2. [Assets & Liabilities](https://knowledge.exizent.com/assets-liabilities?hsLang=en) # How do I add money owed to the deceased to my case? ## This article will guide you how to add any money owed to the deceased - Choose **Money owed to deceased** tile on the ribbon ![20221129 Money Owed to Deceased - Asset Ribbon](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20221129%20Money%20Owed%20to%20Deceased%20-%20Asset%20Ribbon.png?width=688&height=164&name=20221129%20Money%20Owed%20to%20Deceased%20-%20Asset%20Ribbon.png) - Choose a category from the drop down menu ![20221129 Money Owed to Deceased - Cats](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20221129%20Money%20Owed%20to%20Deceased%20-%20Cats.png?width=688&height=319&name=20221129%20Money%20Owed%20to%20Deceased%20-%20Cats.png) - Complete the fields as required - **Save** 👍 When you come to ingather the funds of this asset, i.e. realise the value of this asset, you can choose whether the money is paid to the **Client cash account**, **Other** or in to the deceased's **Bank account** ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Oct-03-2024-02-32-55-2524-PM.png?width=688&height=483&name=image-png-Oct-03-2024-02-32-55-2524-PM.png) 💁 [What does it mean to realise an asset?](https://knowledge.exizent.com/how-do-i-prepare-asset-values-estate-accounts?hsLang=en)   💡 Any assets added under these categories automatically populate data in IHT400 forms as follows: - Q53: **Cash** - Q56: **Pension arrears** + any relevant pension values from auto populated IHT409 pension schedules - Q74: **Tax repayments** - Q75: **Trust income** - Q76: **Refunds** + **Money owed to deceased \>** **Other** + Miscellaneous \> Other + any relevant values from boxes 8 and 11 of the IHT410 Life Assurance & Annuities Schedule + any relevant values from box 21 of the IHT418 Assets Held in Trust Schedule 👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. 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