Grant of Confirmation

jasminestarr100

ugh. I was hoping not to have to post but my forensic application to the Edinburgh court just came back - despite having followed wonderful buddy9 amazing advice .

apparently - I have left box 3 on page 2 blank - I did this as I’m the only person dealing with everything.

didn’t mention reg number or engine size of car in inventory (!) ….ok whoops

and doquetted will in wrong place. I did it on back of one of the pages of the will and they say it needs to be on a page with text of will.

so back to the drawing board and another 7 weeks plus wait. Sharing to inform people of more traps and ask buddy if there’s any advice he can share.

sigh

buddy9

https://forums.moneysavingexpert.com/discussion/comment/82173269#Comment_82173269

Not a lot to add.

The first box against para 3 on page 2 is always completed. And where there is a single executor the words ‘along with the said’ can be deleted. 

Car registration is always included. Unique registration plates can have their own additional value. Currie advises to include make, model, registration number and engine size. Presumably engine size is redundant with electric cars.

jasminestarr100

thanks buddy - docquet wise should I try and squeeze it on the front page even tho there’s hardly any room? And should i cross out the other docquetting?

buddy9

The docquet does not need to be on the first page, you can choose a page with a larger margin.

I would strikethrough the one on the rear and add an initial.

ManOrMoose

Evening, all. I'm about to submit my application for confirmation as executor of my mother's will. I hope that after perusing this and other threads I've made a decent fist of it, but may I invite critiques? It's not a small estate but my mother inherited my stepfather's nil rate band allowance so it falls well within the combined IHT threshold. The declaration is somewhat convoluted, as you'll see. The inventory seems straightforward - my mother didn't leave any property and I had taken care of her finances in the two years before her death. She didn't have a unique taxpayer reference, so can I leave those boxes blank?

All comments most welcome.

buddy9

Some comments:

Box 25 - NQV. The value here will not be zero unless everything is going to charity. If nothing passes to charity, box 25 will be the same value as box 24.

Typo - ‘elsewehere’

DWP entry should be given an item number. 

The letter of declinature also needs to be docquetted. Here is a suggested rewrite of para 2.

The son and executor-nominate of the said deceased conform to her will dated [date]. In said will I am designed as residing at [will address] a former address, and the said deceased is designed as residing at [will address] a former address. Miss [name] of [description] who was also appointed executor in said will has declined to accept the office of executor conform to letter of declinature dated [date]. Said will and letter of declinature are produced herewith, docquetted and signed by me as relative hereto. 

Page 2 para 3. The words ‘along with the said’ can be striked through.

The entries for the financial institutions can be shown under a single item number eg.

3	Bank of Scotland Xxxxxxxxx xxxxxxxxxxxx
	xxxxxxxxxx		x
	xxxxxxxxxx		x
	xxxxxxxxxx		x
	xxxxxxxxxx		x

UTR entry could be ‘none’ 

ManOrMoose

Many thanks for your time, corrections and suggested text, buddy9. The declaration is certainly more elegant now!