Grant of Confirmation

buddy9

The inventory describes the estate at the date of death. If there was payment into a bank account after date of death for which the deceased was entitled, and you wish to include this in the inventory, it should be shown separately on the inventory as an entitlement - Example:  Refund entitlement of council tax overpayment.

If there is pension overpayment after death which is repaid to the pension administrator, then this is not shown on the C1.

If you held money for the deceased at date of death, show this as a separate entry in the inventory. Such as: Funds held by the executor which was the deceased’s money.

Regarding Q2. If this money was moved after death and relates to ongoing estate expenses, it is not included in the C1.

Didntsignupforthis

Hi, firstly thank you so much to everyone on this thread, especially Buddy. Life savers. I had my first effort at C1 for Dads estate pretty much laughed out of court because I just used the C3 guidance notes which are woefully inadequate. Going to try again having read through this whole thread as solicitors are asking for 10-20% of the available monies in the estate!

So, a couple of questions before I press print.

Page 1 box 10, Do I list all executors mentioned in the will (myself and my Mum) in this part, even if I am providing evidence in page 2’s declaration as to why my mum cannot act due to lack of capacity?

and page 2 declaration, is this an ok way to say that mum and dad’s address changed since they wrote their wills, and that mum is medically assessed as no longer having capacity to act. It’s a letter the consultant wrote when we had to have her removed as a POA for Dad, due to her own dementia.

That I am

(My name), son and executor nominate of the deceased conform to his will dated (date). (Mums name), (mums current address), wife of the deceased, was also appointed executor and survived the deceased but has lost mental capacity without expeding confirmation conform to medical assessment letter dated (date). In said will the deceased and said (Mums name), are both designed as residing at (Mum and ddad’s previous address), a former address. Said will and medical assessment letter are produced herewith, signed and docquetted by me as relative hereto.

Many thanks

buddy9

Didntsignupforthis

Page 1 box 10. Only acting executors listed here.

If mum is unable to competently sign a letter of declinature and you are relying on incapacity and have a medical cert/letter then your para 2 generally looks ok. This assumes that you and mum are co-executors in the will. (Though your own name goes in the box at the top of page 2, and not in para 2).

Didntsignupforthis

Brilliant, thank you so much. Yes, we are co-executors in the will. This should be so simple, it’s just their home, in both names, and a joint account both going to mum. Bank didnt ask for confirmation but house deeds don’t have the required survivorship clause, so here we are…..