Grant of Confirmation

GSS20

Sorry no it wasn’t, it was in the Sheriffdom of Grampian Highlands and Islands.

Gers

DeletedUser said:

JACFB said:

Hi there, with many thanks to TcpnT and BonnieBissou I am nearly ready to submit my confirmation application.  I have read all previous posts but I am still struggling with the heritable estate.

My mother's property is registered in the Register of Sasines.  I have the search sheet number and the date it was registered...is this all I need? 
Would be so very grateful for any advice. 

Go onto Scotland land information service. Search for your property using the map. Click on the property and the info that comes up should give you the title number and this is what you need. 

Not all property is on the Land Registry yet - it was only started in 1981.  Certainly my DM's flat is only showing on Register of Sansines as she bought it well before 1981.

https://www.ros.gov.uk/our-registers/land-register-of-scotland

About the land register

Introduced in 1981, the land register is based on the Ordnance Survey map.

It provides property owners with a state-backed guarantee of title.

The land register is replacing the General Register of Sasines.

JACFB

Thank you DeletedUser and Gers. 
Yes, unfortunately my mother's property has not been transferred to the Land Registry yet and remains on the Sasines Register.  As such, I don't know if I need to see the actual deeds in order to get more information for the confirmation application - or if the Search Sheet number is enough?
Thanks again. 

JACFB

DeletedUser said:

As before I’ve only ever tried to help, sorry if my recent info was not helpful. I would call your local office as my experience with the Grampian staff was very positive. 

I appreciate your help very much.  I have already called Edinburgh courts and they were not prepared to help unfortunately. 
With thanks again.

a_kilo_of_pennies

I too am close to submitting my forms (delays due to organisations getting back to me), but I do have a few more questions if anyone's able to answer these:
- Do certain assets, e.g. cars, jewellery, furnishing, need to be separately declared, or can they all be lumped in with "Household goods and personal effects"? It won't total anywhere near the IHT threshold, but I don't know if they want to see a breakdown of these.
- In declaring bank accounts and balances, do I need to declare zero-balance bank accounts (they were transferred out a while back)?
- In declaring a joint savings account, in which the deceased allegedly made zero payments into, does this need to be declared?

GSS20

a_kilo_of_pennies said:

I too am close to submitting my forms (delays due to organisations getting back to me), but I do have a few more questions if anyone's able to answer these:
- Do certain assets, e.g. cars, jewellery, furnishing, need to be separately declared, or can they all be lumped in with "Household goods and personal effects"? It won't total anywhere near the IHT threshold, but I don't know if they want to see a breakdown of these.
- In declaring bank accounts and balances, do I need to declare zero-balance bank accounts (they were transferred out a while back)?
- In declaring a joint savings account, in which the deceased allegedly made zero payments into, does this need to be declared?

Personally I would have put the value of the car down separately if it has a valuation and any high value items of jewellery otherwise put it down as personal effects. The joint savings is a bit more complicated as usually you put half share down. You may need to get proof that no money was paid by the deceased into the account, you may need to get legal advice on this scenario. You only list bank accounts that have any money in them.

a_kilo_of_pennies

Thanks for your response @GSS20. The car was evaluated on Auto Trader's website, and it's the single largest value item aside from the house (maybe obvious). I will put it down separately. The jewellery is small value compared to the rest of the belongings so I'll keep that in personal effects.
I was looking a bit more into the joint account thing last night and I think it would be treated as a zero balance bank account, if no payments were made into it - it shouldn't be included from what I gather from the Notes for completion of form C1 (Confirmation Inventory) and form C5 (Inland Revenue Return):
So where the funds in a joint account have been wholly provided by the deceased, we would expect to see the whole funds as part of the estate. Conversely of course, if the other joint owner had put in all the funds, none of the account would belong to the deceased and would not be included as part of their estate. 
Another thing, that account has a survivorship clause in favour to the other person, who alleged has paid everything into this joint account, so it doesn't seem this should be included on the deceased's estate.

Imagnu_2

@DeletedUser could I have a copy of your forms too please?

Imagnu_2

DeletedUser said:

Do you have an email address? 

Yes, I just wanted to ask you first before PM'ing you. I ll message you now

Imagnu_2

Thank you @DeletedUser they will be very helpful