Grant of Confirmation

buddy9

yes - should be box 10 instead of 9.

Pansygarden21

Hello. I’m hoping the inventory part as to C1 might be simple because when Dad died everything went to Mum except for his Premium Bonds which he left to my brother. Would they be the only thing to declare in the inventory? Then, half of the value of the house (held equally between them and the survivor of them) and half of money in bank accounts and any valuables in the house would be in the gross at box 23? Would I be correct in thinking this is the way to deal with the inventory? Thanks in advance of any advice given.

buddy9

Pansygarden21 said:

Hello. I’m hoping the inventory part as to C1 might be simple because when Dad died everything went to Mum except for his Premium Bonds which he left to my brother. Would they be the only thing to declare in the inventory? Then, half of the value of the house (held equally between them and the survivor of them) and half of money in bank accounts and any valuables in the house would be in the gross at box 23? Would I be correct in thinking this is the way to deal with the inventory? Thanks in advance of any advice given.

The inventory should be a full list of the estate assets at the date of death. 

So should include premium bonds, (commonly) half the money in joint bank accounts, the money in sole accounts and sole investments, half share of house contents etc.

The house having a survivorship clause in the title, is not listed in the inventory but the value of the half share is included in the calculations in page 5.

Pansygarden21

Thanks so much for your very helpful and prompt reply Buddy9.

bomdabass

Hi,

I've had my form sent back again. One issue to resolve....

if the will was signed at address X in 2015, but my mum died at address Y in 2025, how do I reflect this on the C1 form?

buddy9

bomdabass said:

Hi,

I've had my form sent back again. One issue to resolve....

if the will was signed at address X in 2015, but my mum died at address Y in 2025, how do I reflect this on the C1 form?

The place where the will was signed, if in Scotland, should not be relevant. The place of death is entered in box 8.

Is the issue here the fact that the address of the deceased at date of death is different from the address as stated in the will?

Walker_321

Many thanks to Buddy 9 and everyone on this thread. We resubmitted the C1 form to Dumbarton Sheriff Court (after sending to Glasgow by mistake) and today received the Certificate of Confirmation. After a week we had a phone call to ask if we really need 2 extra certificates, as we only need one for the TSB bank accounts. £9 was refunded and the whole process took 3 weeks. It's true that the smaller Courts are much quicker than say Glasgow, which took 6 weeks just to tell us it wasn't within their jurisdiction. 

edn_mc1

Big thank you buddy9, I have finally been granted Confirmation from Edinburgh Sheriff Court, 14 weeks after the date of my resubmission. This was my second attempt, my first was rejected because of an insufficient medical letter. There were no other errors or omissions.

I had to provide a letter explicitly stating that the patient has no capacity to act as executor because of medical condition. Once I done that, everything was accepted.

The Court phoned last week to say everything is in order, and take payment of £359 for Confirmation plus two certificates. I have now received the certificates.

Thank you again for all your help and advice, and for responding to each one of my questions. My Confirmation journey was long, but totally worth it, and I could not have achieved this without your help.

Pansygarden21

I have another few questions on the inventory section. 

1 I needed to use two pages to detail the inventory and summary. As to the carried forward box at the bottom of each page do I enter the total inventory value so far?
2 I only needed two pages of inventory but there are seven pages. Should I leave the blank pages in the form?
3 If I leave the Unique Taxpayer reference blank as there is none, will that be accepted?
4 For place of death, I entered ’Home, town name, Scotland’ would that be a rejection point? Should I have just stated the town name and country?
Thanks in advance of an answer to the above.

buddy9

Pansygarden21 said:

I have another few questions on the inventory section. 

1 I needed to use two pages to detail the inventory and summary. As to the carried forward box at the bottom of each page do I enter the total inventory value so far?
2 I only needed two pages of inventory but there are seven pages. Should I leave the blank pages in the form?
3 If I leave the Unique Taxpayer reference blank as there is none, will that be accepted?
4 For place of death, I entered ’Home, town name, Scotland’ would that be a rejection point? Should I have just stated the town name and country?
Thanks in advance of an answer to the above.

Thoughts:
1.If completed online, the ‘carried forward’ total on the first inventory page should self calculate from the fourth column entries, and self populate the ‘brought forward’ total on the second inventory page. The second inventory page then self calculates an overall ‘carried forward’ total.         
If the self calculation is not working or you are not completing an online form, enter the relevant totals manually.

2. Leave out the blank pages and manually renumber pages 10 and 11.

3.Show UTR  as ‘not known’.

4. Place of death. Either entry seems ok  (assuming that for ‘home’ you actually entered the address).