Grant of Confirmation

naedanger

Taphappy said:

Thanks Naedanger. Yes all the accounts were opened in Scotland so probably should include them in inventory to avoid any comeback at a later stage.

If you were both paying into the accounts then I would go 50/50 unless you are very close to the limit (£250k I think) at which the Confirmation fee increases, when it may be worth giving the matter some thought. 

naedanger

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

Hi I hope someone can help.
I’m trying to complete a Grant of Confirmation (C1and C5) for my dad. I know the same figures are used in both forms I can’t make sense of what to do with his joint property (with my mum who is still alive). It reads like on the inventory (C1) I only record half the value which is his share, but do I use the full about anywhere? On the C5 form do I put any value into 11.3 and/or section D?? (Not sure difference between them!) Any help much appreciated or if anyone had completed these forms with a joint property. Thank you 

Provided the property did not pass to your mother by survivorship, I believe you should state on the inventory that your father owned one half (as that was his share) of the property and put in the value of that half in the last column. You don't put the full value in anywhere on C1 or C5.

In 11.3 you don't put in any value as his share did not pass to your mother by survivorship (provided that is the position).

What do you mean by section D? Can you give a page number?

Thank you so much for your help it’s much appreciated!
In the C5 inventory I have only one half of the property (you are right it did not pass on through survivorship) 
My Inventory total I have in box 11 in C5 (I assume you mean C1?) form and box 11.1 on pg3 of C5. Is this the same value I put in box 21 of C5 (I assume you mean C1?) form? No not necessarily - but perhaps in your late father's case. Have you any figures in boxes 11.2 to 11.6? Box A on C5 is the sum of 11.1 to 11.7. This figure i.e. what is in box A is copied to box 21 of C1. (It actually says, on C5 just under box E, where boxes A, C and E go on form C1.)

I undestand about box 11.3 which I will now leave blank, box D is just below this on pg3 of C5. I wondered if in section 12 I need to write anything about the house/total amount and therefore any value in box D? Box D is the amount of money going to your Mum plus any going to a charity with possibly one quite complicated adjustment. Have you and/or all other direct descendents either claimed your legal rights or fully renounced them? If not you have to calculate the amount going to your Mum plus charity on the assumption that all undischarge legal rights are claimed in full.
If I have it correct- Once I know what goes in D that lets me calculate E and the value in E gets copied back to box 22 of C1. Box E gets copied to C1 box 23. (It might be a very small number if most the estate went to your Mum. ) Box C gets copied to C1 box 22. 

I hope that all makes sense and thank you again! 

I have added comments in bold.

Thank you again-
yeah I mean on C1 box 11 same as 11.1 on C5
11.2 to 11.7 (on C5) I have no values so box A here is same value again. Box B I only have cost of funeral. Box C easily calculated (A-B) 
I saw in C5 where A, C and E went 21,22,23 respectively but when read the help to fill out info it’s says box E goes into 22?! Will ignore this and do as it says on C5 with A,C,E! 
I think box D maybe blank? No money going to charity, no legal rights claimed etc so think leave blank?  Marking my value for E the same as C? 
Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.

Provided your mum and dad were married then the amount your mum is inheriting should be entered in box D. As everything is going to your mother then box E will be zero.

 Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.
VERY IMPORTANT Have you approached the bank about getting the accounts transferred to your mum now? Unless there is a lot of money in the account you will probably find they will do so now on sight of the death certificate and will. If they do release the money then you don't need to apply for Confirmation at all. Speak to a solicitor about getting the house transferred into your mum's sole name. Because she is currently a joint owner you don't need confirmation. (Well at least I believe that is the case.)

Locketmac

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

Hi I hope someone can help.
I’m trying to complete a Grant of Confirmation (C1and C5) for my dad. I know the same figures are used in both forms I can’t make sense of what to do with his joint property (with my mum who is still alive). It reads like on the inventory (C1) I only record half the value which is his share, but do I use the full about anywhere? On the C5 form do I put any value into 11.3 and/or section D?? (Not sure difference between them!) Any help much appreciated or if anyone had completed these forms with a joint property. Thank you 

Provided the property did not pass to your mother by survivorship, I believe you should state on the inventory that your father owned one half (as that was his share) of the property and put in the value of that half in the last column. You don't put the full value in anywhere on C1 or C5.

In 11.3 you don't put in any value as his share did not pass to your mother by survivorship (provided that is the position).

What do you mean by section D? Can you give a page number?

Thank you so much for your help it’s much appreciated!
In the C5 inventory I have only one half of the property (you are right it did not pass on through survivorship) 
My Inventory total I have in box 11 in C5 (I assume you mean C1?) form and box 11.1 on pg3 of C5. Is this the same value I put in box 21 of C5 (I assume you mean C1?) form? No not necessarily - but perhaps in your late father's case. Have you any figures in boxes 11.2 to 11.6? Box A on C5 is the sum of 11.1 to 11.7. This figure i.e. what is in box A is copied to box 21 of C1. (It actually says, on C5 just under box E, where boxes A, C and E go on form C1.)

I undestand about box 11.3 which I will now leave blank, box D is just below this on pg3 of C5. I wondered if in section 12 I need to write anything about the house/total amount and therefore any value in box D? Box D is the amount of money going to your Mum plus any going to a charity with possibly one quite complicated adjustment. Have you and/or all other direct descendents either claimed your legal rights or fully renounced them? If not you have to calculate the amount going to your Mum plus charity on the assumption that all undischarge legal rights are claimed in full.
If I have it correct- Once I know what goes in D that lets me calculate E and the value in E gets copied back to box 22 of C1. Box E gets copied to C1 box 23. (It might be a very small number if most the estate went to your Mum. ) Box C gets copied to C1 box 22. 

I hope that all makes sense and thank you again! 

I have added comments in bold.

Thank you again-
yeah I mean on C1 box 11 same as 11.1 on C5
11.2 to 11.7 (on C5) I have no values so box A here is same value again. Box B I only have cost of funeral. Box C easily calculated (A-B) 
I saw in C5 where A, C and E went 21,22,23 respectively but when read the help to fill out info it’s says box E goes into 22?! Will ignore this and do as it says on C5 with A,C,E! 
I think box D maybe blank? No money going to charity, no legal rights claimed etc so think leave blank?  Marking my value for E the same as C? 
Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.

Provided your mum and dad were married then the amount your mum is inheriting should be entered in box D. As everything is going to your mother then box E will be zero.

 Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.
VERY IMPORTANT Have you approached the bank about getting the accounts transferred to your mum now? Unless there is a lot of money in the account you will probably find they will do so now on sight of the death certificate and will. If they do release the money then you don't need to apply for Confirmation at all. Speak to a solicitor about getting the house transferred into your mum's sole name. Because she is currently a joint owner you don't need confirmation. (Well at least I believe that is the case.)

Yeah mum/dad married and mum getting everything therefore in box D should be the calculated total of everything which is in box C? Thus E will be 0 (which is the difference between C& D)? That sound right? 
Dads current account was a joint account but his savings were in Glasgow’s Credit Union which will only release the money with a grant of confirmation and because of the amount is a large estate so can’t get help to fill out form! 
Thank you

naedanger

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

Hi I hope someone can help.
I’m trying to complete a Grant of Confirmation (C1and C5) for my dad. I know the same figures are used in both forms I can’t make sense of what to do with his joint property (with my mum who is still alive). It reads like on the inventory (C1) I only record half the value which is his share, but do I use the full about anywhere? On the C5 form do I put any value into 11.3 and/or section D?? (Not sure difference between them!) Any help much appreciated or if anyone had completed these forms with a joint property. Thank you 

Provided the property did not pass to your mother by survivorship, I believe you should state on the inventory that your father owned one half (as that was his share) of the property and put in the value of that half in the last column. You don't put the full value in anywhere on C1 or C5.

In 11.3 you don't put in any value as his share did not pass to your mother by survivorship (provided that is the position).

What do you mean by section D? Can you give a page number?

Thank you so much for your help it’s much appreciated!
In the C5 inventory I have only one half of the property (you are right it did not pass on through survivorship) 
My Inventory total I have in box 11 in C5 (I assume you mean C1?) form and box 11.1 on pg3 of C5. Is this the same value I put in box 21 of C5 (I assume you mean C1?) form? No not necessarily - but perhaps in your late father's case. Have you any figures in boxes 11.2 to 11.6? Box A on C5 is the sum of 11.1 to 11.7. This figure i.e. what is in box A is copied to box 21 of C1. (It actually says, on C5 just under box E, where boxes A, C and E go on form C1.)

I undestand about box 11.3 which I will now leave blank, box D is just below this on pg3 of C5. I wondered if in section 12 I need to write anything about the house/total amount and therefore any value in box D? Box D is the amount of money going to your Mum plus any going to a charity with possibly one quite complicated adjustment. Have you and/or all other direct descendents either claimed your legal rights or fully renounced them? If not you have to calculate the amount going to your Mum plus charity on the assumption that all undischarge legal rights are claimed in full.
If I have it correct- Once I know what goes in D that lets me calculate E and the value in E gets copied back to box 22 of C1. Box E gets copied to C1 box 23. (It might be a very small number if most the estate went to your Mum. ) Box C gets copied to C1 box 22. 

I hope that all makes sense and thank you again! 

I have added comments in bold.

Thank you again-
yeah I mean on C1 box 11 same as 11.1 on C5
11.2 to 11.7 (on C5) I have no values so box A here is same value again. Box B I only have cost of funeral. Box C easily calculated (A-B) 
I saw in C5 where A, C and E went 21,22,23 respectively but when read the help to fill out info it’s says box E goes into 22?! Will ignore this and do as it says on C5 with A,C,E! 
I think box D maybe blank? No money going to charity, no legal rights claimed etc so think leave blank?  Marking my value for E the same as C? 
Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.

Provided your mum and dad were married then the amount your mum is inheriting should be entered in box D. As everything is going to your mother then box E will be zero.

 Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.
VERY IMPORTANT Have you approached the bank about getting the accounts transferred to your mum now? Unless there is a lot of money in the account you will probably find they will do so now on sight of the death certificate and will. If they do release the money then you don't need to apply for Confirmation at all. Speak to a solicitor about getting the house transferred into your mum's sole name. Because she is currently a joint owner you don't need confirmation. (Well at least I believe that is the case.)

Yeah mum/dad married and mum getting everything therefore in box D should be the calculated total of everything which is in box C? Thus E will be 0 (which is the difference between C& D)? That sound right? 
Dads current account was a joint account but his savings were in Glasgow’s Credit Union which will only release the money with a grant of confirmation and because of the amount is a large estate so can’t get help to fill out form! 
Thank you

Yes - D is the amount your mother is inheriting. And because your mother is inheriting everything box D is equal to box C. Box E is therefore 0.

By the way form C5 question 9 - you should tick box "yes", and the amount in box 9 "value of undischarged legal rights" is zero. (This basically says you have permanently given up the right to claim your legal rights.)

In form C5 question 12, in the free text box, I suggest you type "The deceased's only child has fully renounced their legal rights and the total net estate is being passed to the deceased's wife." [I doubt it is necessary but is asked for in question 9.]

It is a shame about the Credit Union needing confirmation. Unfortunately I think form C1 is particularly difficult.

Locketmac

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

Hi I hope someone can help.
I’m trying to complete a Grant of Confirmation (C1and C5) for my dad. I know the same figures are used in both forms I can’t make sense of what to do with his joint property (with my mum who is still alive). It reads like on the inventory (C1) I only record half the value which is his share, but do I use the full about anywhere? On the C5 form do I put any value into 11.3 and/or section D?? (Not sure difference between them!) Any help much appreciated or if anyone had completed these forms with a joint property. Thank you 

Provided the property did not pass to your mother by survivorship, I believe you should state on the inventory that your father owned one half (as that was his share) of the property and put in the value of that half in the last column. You don't put the full value in anywhere on C1 or C5.

In 11.3 you don't put in any value as his share did not pass to your mother by survivorship (provided that is the position).

What do you mean by section D? Can you give a page number?

Thank you so much for your help it’s much appreciated!
In the C5 inventory I have only one half of the property (you are right it did not pass on through survivorship) 
My Inventory total I have in box 11 in C5 (I assume you mean C1?) form and box 11.1 on pg3 of C5. Is this the same value I put in box 21 of C5 (I assume you mean C1?) form? No not necessarily - but perhaps in your late father's case. Have you any figures in boxes 11.2 to 11.6? Box A on C5 is the sum of 11.1 to 11.7. This figure i.e. what is in box A is copied to box 21 of C1. (It actually says, on C5 just under box E, where boxes A, C and E go on form C1.)

I undestand about box 11.3 which I will now leave blank, box D is just below this on pg3 of C5. I wondered if in section 12 I need to write anything about the house/total amount and therefore any value in box D? Box D is the amount of money going to your Mum plus any going to a charity with possibly one quite complicated adjustment. Have you and/or all other direct descendents either claimed your legal rights or fully renounced them? If not you have to calculate the amount going to your Mum plus charity on the assumption that all undischarge legal rights are claimed in full.
If I have it correct- Once I know what goes in D that lets me calculate E and the value in E gets copied back to box 22 of C1. Box E gets copied to C1 box 23. (It might be a very small number if most the estate went to your Mum. ) Box C gets copied to C1 box 22. 

I hope that all makes sense and thank you again! 

I have added comments in bold.

Thank you again-
yeah I mean on C1 box 11 same as 11.1 on C5
11.2 to 11.7 (on C5) I have no values so box A here is same value again. Box B I only have cost of funeral. Box C easily calculated (A-B) 
I saw in C5 where A, C and E went 21,22,23 respectively but when read the help to fill out info it’s says box E goes into 22?! Will ignore this and do as it says on C5 with A,C,E! 
I think box D maybe blank? No money going to charity, no legal rights claimed etc so think leave blank?  Marking my value for E the same as C? 
Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.

Provided your mum and dad were married then the amount your mum is inheriting should be entered in box D. As everything is going to your mother then box E will be zero.

 Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.
VERY IMPORTANT Have you approached the bank about getting the accounts transferred to your mum now? Unless there is a lot of money in the account you will probably find they will do so now on sight of the death certificate and will. If they do release the money then you don't need to apply for Confirmation at all. Speak to a solicitor about getting the house transferred into your mum's sole name. Because she is currently a joint owner you don't need confirmation. (Well at least I believe that is the case.)

Yeah mum/dad married and mum getting everything therefore in box D should be the calculated total of everything which is in box C? Thus E will be 0 (which is the difference between C& D)? That sound right? 
Dads current account was a joint account but his savings were in Glasgow’s Credit Union which will only release the money with a grant of confirmation and because of the amount is a large estate so can’t get help to fill out form! 
Thank you

Yes - D is the amount your mother is inheriting. And because your mother is inheriting everything box D is equal to box C. Box E is therefore 0.

By the way form C5 question 9 - you should tick box "yes", and the amount in box 9 "value of undischarged legal rights" is zero. (This basically says you have permanently given up the right to claim your legal rights.)

In form C5 question 12, in the free text box, I suggest you type "The deceased's only child has fully renounced their legal rights and the total net estate is being passed to the deceased's wife." [I doubt it is necessary but is asked for in question 9.]

It is a shame about the Credit Union needing confirmation. Unfortunately I think form C1 is particularly difficult.

I will do all of this and unsure whether have rest correct or not I think I will submit to Sheriff court and see what they say. The lawyers fees are so high and I’ve aleady done so much of it i grudge that kind of money. C1 is tricky unsure if I have it correct, like the paragraph you have told me to put in am sure there are bits like that on C1? And the inventory, amount of detail? Who knows? 
Sadly my gran passed away on Hogmanay & her savings are again Credit Union so I have the same to do for her. As hers comes under small estate they should ‘help’ with this! I haven’t called Sheriff Court yet but I will on Monday, thought maybe do hers first to give me any additional info at all before submitting dad’s?! 

naedanger

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

Hi I hope someone can help.
I’m trying to complete a Grant of Confirmation (C1and C5) for my dad. I know the same figures are used in both forms I can’t make sense of what to do with his joint property (with my mum who is still alive). It reads like on the inventory (C1) I only record half the value which is his share, but do I use the full about anywhere? On the C5 form do I put any value into 11.3 and/or section D?? (Not sure difference between them!) Any help much appreciated or if anyone had completed these forms with a joint property. Thank you 

Provided the property did not pass to your mother by survivorship, I believe you should state on the inventory that your father owned one half (as that was his share) of the property and put in the value of that half in the last column. You don't put the full value in anywhere on C1 or C5.

In 11.3 you don't put in any value as his share did not pass to your mother by survivorship (provided that is the position).

What do you mean by section D? Can you give a page number?

Thank you so much for your help it’s much appreciated!
In the C5 inventory I have only one half of the property (you are right it did not pass on through survivorship) 
My Inventory total I have in box 11 in C5 (I assume you mean C1?) form and box 11.1 on pg3 of C5. Is this the same value I put in box 21 of C5 (I assume you mean C1?) form? No not necessarily - but perhaps in your late father's case. Have you any figures in boxes 11.2 to 11.6? Box A on C5 is the sum of 11.1 to 11.7. This figure i.e. what is in box A is copied to box 21 of C1. (It actually says, on C5 just under box E, where boxes A, C and E go on form C1.)

I undestand about box 11.3 which I will now leave blank, box D is just below this on pg3 of C5. I wondered if in section 12 I need to write anything about the house/total amount and therefore any value in box D? Box D is the amount of money going to your Mum plus any going to a charity with possibly one quite complicated adjustment. Have you and/or all other direct descendents either claimed your legal rights or fully renounced them? If not you have to calculate the amount going to your Mum plus charity on the assumption that all undischarge legal rights are claimed in full.
If I have it correct- Once I know what goes in D that lets me calculate E and the value in E gets copied back to box 22 of C1. Box E gets copied to C1 box 23. (It might be a very small number if most the estate went to your Mum. ) Box C gets copied to C1 box 22. 

I hope that all makes sense and thank you again! 

I have added comments in bold.

Thank you again-
yeah I mean on C1 box 11 same as 11.1 on C5
11.2 to 11.7 (on C5) I have no values so box A here is same value again. Box B I only have cost of funeral. Box C easily calculated (A-B) 
I saw in C5 where A, C and E went 21,22,23 respectively but when read the help to fill out info it’s says box E goes into 22?! Will ignore this and do as it says on C5 with A,C,E! 
I think box D maybe blank? No money going to charity, no legal rights claimed etc so think leave blank?  Marking my value for E the same as C? 
Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.

Provided your mum and dad were married then the amount your mum is inheriting should be entered in box D. As everything is going to your mother then box E will be zero.

 Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.
VERY IMPORTANT Have you approached the bank about getting the accounts transferred to your mum now? Unless there is a lot of money in the account you will probably find they will do so now on sight of the death certificate and will. If they do release the money then you don't need to apply for Confirmation at all. Speak to a solicitor about getting the house transferred into your mum's sole name. Because she is currently a joint owner you don't need confirmation. (Well at least I believe that is the case.)

Yeah mum/dad married and mum getting everything therefore in box D should be the calculated total of everything which is in box C? Thus E will be 0 (which is the difference between C& D)? That sound right? 
Dads current account was a joint account but his savings were in Glasgow’s Credit Union which will only release the money with a grant of confirmation and because of the amount is a large estate so can’t get help to fill out form! 
Thank you

Yes - D is the amount your mother is inheriting. And because your mother is inheriting everything box D is equal to box C. Box E is therefore 0.

By the way form C5 question 9 - you should tick box "yes", and the amount in box 9 "value of undischarged legal rights" is zero. (This basically says you have permanently given up the right to claim your legal rights.)

In form C5 question 12, in the free text box, I suggest you type "The deceased's only child has fully renounced their legal rights and the total net estate is being passed to the deceased's wife." [I doubt it is necessary but is asked for in question 9.]

It is a shame about the Credit Union needing confirmation. Unfortunately I think form C1 is particularly difficult.

I will do all of this and unsure whether have rest correct or not I think I will submit to Sheriff court and see what they say. The lawyers fees are so high and I’ve aleady done so much of it i grudge that kind of money. C1 is tricky unsure if I have it correct, like the paragraph you have told me to put in am sure there are bits like that on C1? And the inventory, amount of detail? Who knows? 
Sadly my gran passed away on Hogmanay & her savings are again Credit Union so I have the same to do for her. As hers comes under small estate they should ‘help’ with this! I haven’t called Sheriff Court yet but I will on Monday, thought maybe do hers first to give me any additional info at all before submitting dad’s?! 

Yes, doing your late gran's Confirmation first, assuming your Mum has enough money meantime, would seem very sensible. You could use the help you get with that application to build up your knowledge before doing the forms for your late father's estate. If you get chatting to the court people and they seem quite nice you could mention you have another estate to do all by yourself later.

Locketmac

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

Hi I hope someone can help.
I’m trying to complete a Grant of Confirmation (C1and C5) for my dad. I know the same figures are used in both forms I can’t make sense of what to do with his joint property (with my mum who is still alive). It reads like on the inventory (C1) I only record half the value which is his share, but do I use the full about anywhere? On the C5 form do I put any value into 11.3 and/or section D?? (Not sure difference between them!) Any help much appreciated or if anyone had completed these forms with a joint property. Thank you 

Provided the property did not pass to your mother by survivorship, I believe you should state on the inventory that your father owned one half (as that was his share) of the property and put in the value of that half in the last column. You don't put the full value in anywhere on C1 or C5.

In 11.3 you don't put in any value as his share did not pass to your mother by survivorship (provided that is the position).

What do you mean by section D? Can you give a page number?

Thank you so much for your help it’s much appreciated!
In the C5 inventory I have only one half of the property (you are right it did not pass on through survivorship) 
My Inventory total I have in box 11 in C5 (I assume you mean C1?) form and box 11.1 on pg3 of C5. Is this the same value I put in box 21 of C5 (I assume you mean C1?) form? No not necessarily - but perhaps in your late father's case. Have you any figures in boxes 11.2 to 11.6? Box A on C5 is the sum of 11.1 to 11.7. This figure i.e. what is in box A is copied to box 21 of C1. (It actually says, on C5 just under box E, where boxes A, C and E go on form C1.)

I undestand about box 11.3 which I will now leave blank, box D is just below this on pg3 of C5. I wondered if in section 12 I need to write anything about the house/total amount and therefore any value in box D? Box D is the amount of money going to your Mum plus any going to a charity with possibly one quite complicated adjustment. Have you and/or all other direct descendents either claimed your legal rights or fully renounced them? If not you have to calculate the amount going to your Mum plus charity on the assumption that all undischarge legal rights are claimed in full.
If I have it correct- Once I know what goes in D that lets me calculate E and the value in E gets copied back to box 22 of C1. Box E gets copied to C1 box 23. (It might be a very small number if most the estate went to your Mum. ) Box C gets copied to C1 box 22. 

I hope that all makes sense and thank you again! 

I have added comments in bold.

Thank you again-
yeah I mean on C1 box 11 same as 11.1 on C5
11.2 to 11.7 (on C5) I have no values so box A here is same value again. Box B I only have cost of funeral. Box C easily calculated (A-B) 
I saw in C5 where A, C and E went 21,22,23 respectively but when read the help to fill out info it’s says box E goes into 22?! Will ignore this and do as it says on C5 with A,C,E! 
I think box D maybe blank? No money going to charity, no legal rights claimed etc so think leave blank?  Marking my value for E the same as C? 
Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.

Provided your mum and dad were married then the amount your mum is inheriting should be entered in box D. As everything is going to your mother then box E will be zero.

 Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.
VERY IMPORTANT Have you approached the bank about getting the accounts transferred to your mum now? Unless there is a lot of money in the account you will probably find they will do so now on sight of the death certificate and will. If they do release the money then you don't need to apply for Confirmation at all. Speak to a solicitor about getting the house transferred into your mum's sole name. Because she is currently a joint owner you don't need confirmation. (Well at least I believe that is the case.)

Yeah mum/dad married and mum getting everything therefore in box D should be the calculated total of everything which is in box C? Thus E will be 0 (which is the difference between C& D)? That sound right? 
Dads current account was a joint account but his savings were in Glasgow’s Credit Union which will only release the money with a grant of confirmation and because of the amount is a large estate so can’t get help to fill out form! 
Thank you

Yes - D is the amount your mother is inheriting. And because your mother is inheriting everything box D is equal to box C. Box E is therefore 0.

By the way form C5 question 9 - you should tick box "yes", and the amount in box 9 "value of undischarged legal rights" is zero. (This basically says you have permanently given up the right to claim your legal rights.)

In form C5 question 12, in the free text box, I suggest you type "The deceased's only child has fully renounced their legal rights and the total net estate is being passed to the deceased's wife." [I doubt it is necessary but is asked for in question 9.]

It is a shame about the Credit Union needing confirmation. Unfortunately I think form C1 is particularly difficult.

I will do all of this and unsure whether have rest correct or not I think I will submit to Sheriff court and see what they say. The lawyers fees are so high and I’ve aleady done so much of it i grudge that kind of money. C1 is tricky unsure if I have it correct, like the paragraph you have told me to put in am sure there are bits like that on C1? And the inventory, amount of detail? Who knows? 
Sadly my gran passed away on Hogmanay & her savings are again Credit Union so I have the same to do for her. As hers comes under small estate they should ‘help’ with this! I haven’t called Sheriff Court yet but I will on Monday, thought maybe do hers first to give me any additional info at all before submitting dad’s?! 

Yes, doing your late gran's Confirmation first, assuming your Mum has enough money meantime, would seem very sensible. You could use the help you get with that application to build up your knowledge before doing the forms for your late father's estate. If you get chatting to the court people and they seem quite nice you could mention you have another estate to do all by yourself later.

Thank you again and will let you know how things progress! 

Locketmac

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

Hi I hope someone can help.
I’m trying to complete a Grant of Confirmation (C1and C5) for my dad. I know the same figures are used in both forms I can’t make sense of what to do with his joint property (with my mum who is still alive). It reads like on the inventory (C1) I only record half the value which is his share, but do I use the full about anywhere? On the C5 form do I put any value into 11.3 and/or section D?? (Not sure difference between them!) Any help much appreciated or if anyone had completed these forms with a joint property. Thank you 

Provided the property did not pass to your mother by survivorship, I believe you should state on the inventory that your father owned one half (as that was his share) of the property and put in the value of that half in the last column. You don't put the full value in anywhere on C1 or C5.

In 11.3 you don't put in any value as his share did not pass to your mother by survivorship (provided that is the position).

What do you mean by section D? Can you give a page number?

Thank you so much for your help it’s much appreciated!
In the C5 inventory I have only one half of the property (you are right it did not pass on through survivorship) 
My Inventory total I have in box 11 in C5 (I assume you mean C1?) form and box 11.1 on pg3 of C5. Is this the same value I put in box 21 of C5 (I assume you mean C1?) form? No not necessarily - but perhaps in your late father's case. Have you any figures in boxes 11.2 to 11.6? Box A on C5 is the sum of 11.1 to 11.7. This figure i.e. what is in box A is copied to box 21 of C1. (It actually says, on C5 just under box E, where boxes A, C and E go on form C1.)

I undestand about box 11.3 which I will now leave blank, box D is just below this on pg3 of C5. I wondered if in section 12 I need to write anything about the house/total amount and therefore any value in box D? Box D is the amount of money going to your Mum plus any going to a charity with possibly one quite complicated adjustment. Have you and/or all other direct descendents either claimed your legal rights or fully renounced them? If not you have to calculate the amount going to your Mum plus charity on the assumption that all undischarge legal rights are claimed in full.
If I have it correct- Once I know what goes in D that lets me calculate E and the value in E gets copied back to box 22 of C1. Box E gets copied to C1 box 23. (It might be a very small number if most the estate went to your Mum. ) Box C gets copied to C1 box 22. 

I hope that all makes sense and thank you again! 

I have added comments in bold.

Thank you again-
yeah I mean on C1 box 11 same as 11.1 on C5
11.2 to 11.7 (on C5) I have no values so box A here is same value again. Box B I only have cost of funeral. Box C easily calculated (A-B) 
I saw in C5 where A, C and E went 21,22,23 respectively but when read the help to fill out info it’s says box E goes into 22?! Will ignore this and do as it says on C5 with A,C,E! 
I think box D maybe blank? No money going to charity, no legal rights claimed etc so think leave blank?  Marking my value for E the same as C? 
Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.

Provided your mum and dad were married then the amount your mum is inheriting should be entered in box D. As everything is going to your mother then box E will be zero.

 Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.
VERY IMPORTANT Have you approached the bank about getting the accounts transferred to your mum now? Unless there is a lot of money in the account you will probably find they will do so now on sight of the death certificate and will. If they do release the money then you don't need to apply for Confirmation at all. Speak to a solicitor about getting the house transferred into your mum's sole name. Because she is currently a joint owner you don't need confirmation. (Well at least I believe that is the case.)

Yeah mum/dad married and mum getting everything therefore in box D should be the calculated total of everything which is in box C? Thus E will be 0 (which is the difference between C& D)? That sound right? 
Dads current account was a joint account but his savings were in Glasgow’s Credit Union which will only release the money with a grant of confirmation and because of the amount is a large estate so can’t get help to fill out form! 
Thank you

Yes - D is the amount your mother is inheriting. And because your mother is inheriting everything box D is equal to box C. Box E is therefore 0.

By the way form C5 question 9 - you should tick box "yes", and the amount in box 9 "value of undischarged legal rights" is zero. (This basically says you have permanently given up the right to claim your legal rights.)

In form C5 question 12, in the free text box, I suggest you type "The deceased's only child has fully renounced their legal rights and the total net estate is being passed to the deceased's wife." [I doubt it is necessary but is asked for in question 9.]

It is a shame about the Credit Union needing confirmation. Unfortunately I think form C1 is particularly difficult.

I will do all of this and unsure whether have rest correct or not I think I will submit to Sheriff court and see what they say. The lawyers fees are so high and I’ve aleady done so much of it i grudge that kind of money. C1 is tricky unsure if I have it correct, like the paragraph you have told me to put in am sure there are bits like that on C1? And the inventory, amount of detail? Who knows? 
Sadly my gran passed away on Hogmanay & her savings are again Credit Union so I have the same to do for her. As hers comes under small estate they should ‘help’ with this! I haven’t called Sheriff Court yet but I will on Monday, thought maybe do hers first to give me any additional info at all before submitting dad’s?! 

Yes, doing your late gran's Confirmation first, assuming your Mum has enough money meantime, would seem very sensible. You could use the help you get with that application to build up your knowledge before doing the forms for your late father's estate. If you get chatting to the court people and they seem quite nice you could mention you have another estate to do all by yourself later.

Hi, over the phone today (phone call appointment from Sheriff Court)  I have completed with them a C1 and an abbreviated C5 form. The C1 is being send to us which should help me see what I say written to allow me to attempt to do dad’s. The only question that came up was she has said it’s the same value that goes into box 22 & 23 on the C1 form? Where as I had box 22 to be the same value as C (C5) and box 23 to be the same value as E (C5)? As on dad’s I have box E (C5) and therefor box 23 as 0? Many thanks. 

naedanger

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

Hi I hope someone can help.
I’m trying to complete a Grant of Confirmation (C1and C5) for my dad. I know the same figures are used in both forms I can’t make sense of what to do with his joint property (with my mum who is still alive). It reads like on the inventory (C1) I only record half the value which is his share, but do I use the full about anywhere? On the C5 form do I put any value into 11.3 and/or section D?? (Not sure difference between them!) Any help much appreciated or if anyone had completed these forms with a joint property. Thank you 

Provided the property did not pass to your mother by survivorship, I believe you should state on the inventory that your father owned one half (as that was his share) of the property and put in the value of that half in the last column. You don't put the full value in anywhere on C1 or C5.

In 11.3 you don't put in any value as his share did not pass to your mother by survivorship (provided that is the position).

What do you mean by section D? Can you give a page number?

Thank you so much for your help it’s much appreciated!
In the C5 inventory I have only one half of the property (you are right it did not pass on through survivorship) 
My Inventory total I have in box 11 in C5 (I assume you mean C1?) form and box 11.1 on pg3 of C5. Is this the same value I put in box 21 of C5 (I assume you mean C1?) form? No not necessarily - but perhaps in your late father's case. Have you any figures in boxes 11.2 to 11.6? Box A on C5 is the sum of 11.1 to 11.7. This figure i.e. what is in box A is copied to box 21 of C1. (It actually says, on C5 just under box E, where boxes A, C and E go on form C1.)

I undestand about box 11.3 which I will now leave blank, box D is just below this on pg3 of C5. I wondered if in section 12 I need to write anything about the house/total amount and therefore any value in box D? Box D is the amount of money going to your Mum plus any going to a charity with possibly one quite complicated adjustment. Have you and/or all other direct descendents either claimed your legal rights or fully renounced them? If not you have to calculate the amount going to your Mum plus charity on the assumption that all undischarge legal rights are claimed in full.
If I have it correct- Once I know what goes in D that lets me calculate E and the value in E gets copied back to box 22 of C1. Box E gets copied to C1 box 23. (It might be a very small number if most the estate went to your Mum. ) Box C gets copied to C1 box 22. 

I hope that all makes sense and thank you again! 

I have added comments in bold.

Thank you again-
yeah I mean on C1 box 11 same as 11.1 on C5
11.2 to 11.7 (on C5) I have no values so box A here is same value again. Box B I only have cost of funeral. Box C easily calculated (A-B) 
I saw in C5 where A, C and E went 21,22,23 respectively but when read the help to fill out info it’s says box E goes into 22?! Will ignore this and do as it says on C5 with A,C,E! 
I think box D maybe blank? No money going to charity, no legal rights claimed etc so think leave blank?  Marking my value for E the same as C? 
Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.

Provided your mum and dad were married then the amount your mum is inheriting should be entered in box D. As everything is going to your mother then box E will be zero.

 Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.
VERY IMPORTANT Have you approached the bank about getting the accounts transferred to your mum now? Unless there is a lot of money in the account you will probably find they will do so now on sight of the death certificate and will. If they do release the money then you don't need to apply for Confirmation at all. Speak to a solicitor about getting the house transferred into your mum's sole name. Because she is currently a joint owner you don't need confirmation. (Well at least I believe that is the case.)

Yeah mum/dad married and mum getting everything therefore in box D should be the calculated total of everything which is in box C? Thus E will be 0 (which is the difference between C& D)? That sound right? 
Dads current account was a joint account but his savings were in Glasgow’s Credit Union which will only release the money with a grant of confirmation and because of the amount is a large estate so can’t get help to fill out form! 
Thank you

Yes - D is the amount your mother is inheriting. And because your mother is inheriting everything box D is equal to box C. Box E is therefore 0.

By the way form C5 question 9 - you should tick box "yes", and the amount in box 9 "value of undischarged legal rights" is zero. (This basically says you have permanently given up the right to claim your legal rights.)

In form C5 question 12, in the free text box, I suggest you type "The deceased's only child has fully renounced their legal rights and the total net estate is being passed to the deceased's wife." [I doubt it is necessary but is asked for in question 9.]

It is a shame about the Credit Union needing confirmation. Unfortunately I think form C1 is particularly difficult.

I will do all of this and unsure whether have rest correct or not I think I will submit to Sheriff court and see what they say. The lawyers fees are so high and I’ve aleady done so much of it i grudge that kind of money. C1 is tricky unsure if I have it correct, like the paragraph you have told me to put in am sure there are bits like that on C1? And the inventory, amount of detail? Who knows? 
Sadly my gran passed away on Hogmanay & her savings are again Credit Union so I have the same to do for her. As hers comes under small estate they should ‘help’ with this! I haven’t called Sheriff Court yet but I will on Monday, thought maybe do hers first to give me any additional info at all before submitting dad’s?! 

Yes, doing your late gran's Confirmation first, assuming your Mum has enough money meantime, would seem very sensible. You could use the help you get with that application to build up your knowledge before doing the forms for your late father's estate. If you get chatting to the court people and they seem quite nice you could mention you have another estate to do all by yourself later.

Hi, over the phone today (phone call appointment from Sheriff Court)  I have completed with them a C1 and an abbreviated C5 form. The C1 is being send to us which should help me see what I say written to allow me to attempt to do dad’s. The only question that came up was she has said it’s the same value that goes into box 22 & 23 on the C1 form? Where as I had box 22 to be the same value as C (C5) and box 23 to be the same value as E (C5)? As on dad’s I have box E (C5) and therefor box 23 as 0? Many thanks. 

C5 box A must equal C1 box 21.
C5 box C must equal C1 box 22.
C5 box E must equal C1 box 23.
The above is true for both your dad's and your gran's forms (or anyone else's forms for that matter).

On your gran's form C5 box D should be zero because she did left £0 to her husband. This means box E will equal box C. And therefore box 22 will equal box 23.

However on your dad's form C5 box D should not be zero it should actually equally box C because your dad left everything to his wife. And therefore box E will be zero. (And therefore box 22 will not equal box 23. Box 23 will be zero.)

[If it helps to think of it, C1 box 23 (or C5 box E since the two boxes have the same figure) is the amount of the estate that is liable to inheritance tax. For your gran that is her full estate but for your dad it is zero because he left everything to his wife, and everything you leave to your spouse is exempt from inheritance tax. (Although your gran's estate is potentially liable to tax, if it is below the tax threshold, which is at least £325,000 and may be more, no tax is due as the rate of inheritance tax is 0% on this first band, called the nil rate band.)]

Locketmac

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

naedanger said:

Locketmac said:

Hi I hope someone can help.
I’m trying to complete a Grant of Confirmation (C1and C5) for my dad. I know the same figures are used in both forms I can’t make sense of what to do with his joint property (with my mum who is still alive). It reads like on the inventory (C1) I only record half the value which is his share, but do I use the full about anywhere? On the C5 form do I put any value into 11.3 and/or section D?? (Not sure difference between them!) Any help much appreciated or if anyone had completed these forms with a joint property. Thank you 

Provided the property did not pass to your mother by survivorship, I believe you should state on the inventory that your father owned one half (as that was his share) of the property and put in the value of that half in the last column. You don't put the full value in anywhere on C1 or C5.

In 11.3 you don't put in any value as his share did not pass to your mother by survivorship (provided that is the position).

What do you mean by section D? Can you give a page number?

Thank you so much for your help it’s much appreciated!
In the C5 inventory I have only one half of the property (you are right it did not pass on through survivorship) 
My Inventory total I have in box 11 in C5 (I assume you mean C1?) form and box 11.1 on pg3 of C5. Is this the same value I put in box 21 of C5 (I assume you mean C1?) form? No not necessarily - but perhaps in your late father's case. Have you any figures in boxes 11.2 to 11.6? Box A on C5 is the sum of 11.1 to 11.7. This figure i.e. what is in box A is copied to box 21 of C1. (It actually says, on C5 just under box E, where boxes A, C and E go on form C1.)

I undestand about box 11.3 which I will now leave blank, box D is just below this on pg3 of C5. I wondered if in section 12 I need to write anything about the house/total amount and therefore any value in box D? Box D is the amount of money going to your Mum plus any going to a charity with possibly one quite complicated adjustment. Have you and/or all other direct descendents either claimed your legal rights or fully renounced them? If not you have to calculate the amount going to your Mum plus charity on the assumption that all undischarge legal rights are claimed in full.
If I have it correct- Once I know what goes in D that lets me calculate E and the value in E gets copied back to box 22 of C1. Box E gets copied to C1 box 23. (It might be a very small number if most the estate went to your Mum. ) Box C gets copied to C1 box 22. 

I hope that all makes sense and thank you again! 

I have added comments in bold.

Thank you again-
yeah I mean on C1 box 11 same as 11.1 on C5
11.2 to 11.7 (on C5) I have no values so box A here is same value again. Box B I only have cost of funeral. Box C easily calculated (A-B) 
I saw in C5 where A, C and E went 21,22,23 respectively but when read the help to fill out info it’s says box E goes into 22?! Will ignore this and do as it says on C5 with A,C,E! 
I think box D maybe blank? No money going to charity, no legal rights claimed etc so think leave blank?  Marking my value for E the same as C? 
Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.

Provided your mum and dad were married then the amount your mum is inheriting should be entered in box D. As everything is going to your mother then box E will be zero.

 Dad only has house/current account and savings account all of which left to mum, I’m there only daughter. I feel this form should be quite straight forward for this reason, hence trying to do it myself. I am again very grateful for your help.
VERY IMPORTANT Have you approached the bank about getting the accounts transferred to your mum now? Unless there is a lot of money in the account you will probably find they will do so now on sight of the death certificate and will. If they do release the money then you don't need to apply for Confirmation at all. Speak to a solicitor about getting the house transferred into your mum's sole name. Because she is currently a joint owner you don't need confirmation. (Well at least I believe that is the case.)

Yeah mum/dad married and mum getting everything therefore in box D should be the calculated total of everything which is in box C? Thus E will be 0 (which is the difference between C& D)? That sound right? 
Dads current account was a joint account but his savings were in Glasgow’s Credit Union which will only release the money with a grant of confirmation and because of the amount is a large estate so can’t get help to fill out form! 
Thank you

Yes - D is the amount your mother is inheriting. And because your mother is inheriting everything box D is equal to box C. Box E is therefore 0.

By the way form C5 question 9 - you should tick box "yes", and the amount in box 9 "value of undischarged legal rights" is zero. (This basically says you have permanently given up the right to claim your legal rights.)

In form C5 question 12, in the free text box, I suggest you type "The deceased's only child has fully renounced their legal rights and the total net estate is being passed to the deceased's wife." [I doubt it is necessary but is asked for in question 9.]

It is a shame about the Credit Union needing confirmation. Unfortunately I think form C1 is particularly difficult.

I will do all of this and unsure whether have rest correct or not I think I will submit to Sheriff court and see what they say. The lawyers fees are so high and I’ve aleady done so much of it i grudge that kind of money. C1 is tricky unsure if I have it correct, like the paragraph you have told me to put in am sure there are bits like that on C1? And the inventory, amount of detail? Who knows? 
Sadly my gran passed away on Hogmanay & her savings are again Credit Union so I have the same to do for her. As hers comes under small estate they should ‘help’ with this! I haven’t called Sheriff Court yet but I will on Monday, thought maybe do hers first to give me any additional info at all before submitting dad’s?! 

Yes, doing your late gran's Confirmation first, assuming your Mum has enough money meantime, would seem very sensible. You could use the help you get with that application to build up your knowledge before doing the forms for your late father's estate. If you get chatting to the court people and they seem quite nice you could mention you have another estate to do all by yourself later.

Hi, over the phone today (phone call appointment from Sheriff Court)  I have completed with them a C1 and an abbreviated C5 form. The C1 is being send to us which should help me see what I say written to allow me to attempt to do dad’s. The only question that came up was she has said it’s the same value that goes into box 22 & 23 on the C1 form? Where as I had box 22 to be the same value as C (C5) and box 23 to be the same value as E (C5)? As on dad’s I have box E (C5) and therefor box 23 as 0? Many thanks. 

C5 box A must equal C1 box 21.
C5 box C must equal C1 box 22.
C5 box E must equal C1 box 23.
The above is true for both your dad's and your gran's forms (or anyone else's forms for that matter).

On your gran's form C5 box D should be zero because she did left £0 to her husband. This means box E will equal box C. And therefore box 22 will equal box 23.

However on your dad's form C5 box D should not be zero it should actually equally box C because your dad left everything to his wife. And therefore box E will be zero. (And therefore box 22 will not equal box 23. Box 23 will be zero.)

[If it helps to think of it, C1 box 23 (or C5 box E since the two boxes have the same figure) is the amount of the estate that is liable to inheritance tax. For your gran that is her full estate but for your dad it is zero because he left everything to his wife, and everything you leave to your spouse is exempt from inheritance tax. (Although your gran's estate is potentially liable to tax, if it is below the tax threshold, which is at least £325,000 and may be more, no tax is due as the rate of inheritance tax is 0% on this first band, called the nil rate band.)]

Great that all makes total sense many many thanks. Now just waiting on the receipt of grans C1 & abbreviated C5 and will get it signed by mum and returned. At which time I can hopefully get some some tips on the completion of dad’s C1 and potentially drop both sets so of at the Sheriff Court at the same time. Thank you for soon your time.