Grant of Confirmation

Ying1

Thank you.

Confused_cat

Hi I am a newbie and am attempting to complete the C1 form, using the advice provided on this thread. The C1 form is in relation to my mum's estate. She had completed a will in 2000, naming my siblings, myself and her solicitor at that time as Executors. The solicitor is now deceased and 3 of the other Executors have changed address. I think I have managed to record this accordingly using information from this thread, but there are some other issues which I am not clear on how to record.

I have copied and pasted a redacted version of the form completed thus far and would appreciate any advice and guidance members would be able to provide, particularly in respect of the following:

1. Within the will, my mum had bequeathed items of jewellery, which she later gifted to the recipients circa 2005. Should this be referred to in the C1?
2. My mum had a funeral plan and also a small life insurance policy. I have estimated costs over and above the value of the plan and policy (funeral tea, monies to clergy, organist etc and also a headstone) and am not sure how to record this appropriately.
3. Refunds of utility bills, car insurance etc are due to my mum and again, I would appreciate guidance on how to include these in the form.

Many thanks in advance for any help provided.

RAS

As a small point, do check the spellings of any names and ensure they are consistent.

Confused_cat

Thank you. This was done in a bit of a hurry. Mistakes re spelling etc of names is due to my efforts to ensure no real names were present for the purpose of sharing with the forum to seek advice

buddy9

Some suggestions

Having four acting executors seems a rather clumsy arrangement.

No reference should be made to the jewellery in the inventory.

For extra funeral costs, simply estimate and enter this value in box 12 of page 4.

Page 1

When completing, address boxes need a postcode

Box 6 needs a date entry

Box 9 needs a value

Box 11 the gross value shown is incorrect by reference to the current inventory total

Page 2

Box at top. Enter only your name and current address.

Page 4

The wrong value has been inserted into Box 11

Page 5

Box 22 tick no

Entries are required for Boxes 23, 24 and 25. If there is nothing extra to include for IHT (such as non-exempt gifts or property passing by survivorship) the value for box 23 is the same as the value in box 11 and the value for box 24 is the same as the value in box 15.

If there is nothing passing to charity, then, in this case, the value for box 25 is the same as the value in box 24.

Paper apart

In the ‘’paper apart use a heading ‘Declaration to the estate of the late xxxx xxxx - Paper Apart’

You should include the words That I am 

And sign the ‘paper apart’

In the declaration there is no need to enter current addresses twice. 

It is not obvious why the Summary for Confirmation is repeated on the paper apart.

Comments on the inventory content to follow.

Confused_cat

Thank you so much. I will take your suggestions forward in the actual form and look forward to your comments in respect of the inventory

Confused_cat

Sorry buddy9 I should have said that whilst there are 4 Executors named in the will, my siblings have agreed that I take this forward. Should the information already recorded on the form be amended to reflect that?

buddy9

While you can obviously lead, then if all siblings have equal mention in the will then each have the same status as executor and all are referred to in the C1 and all will be referenced in the Grant once issued. 

If they do not want to act as executor, then they need to sign a written declinature. The C1 declaration would reference the declinature/s and the document/s would be docquetted and submitted along with the C1.

Confused_cat

Thank you buddy9. This is very helpful. I think we will leave things as they are and I will lead. Does this mean all 4 siblings must sign the docquette on the will?

Sorry for all the questions!

buddy9

Only the declarant executor signs the docquet.