Grant of Confirmation

buddy9

Earls_waistcoat said:

Boxes 21-26 are inheritance tax questions. If no Tax payable you are an excepted estate

The fact that no IHT is payable does not mean that the estate is an excepted estate. 

Explained here https://www.gov.uk/valuing-estate-of-someone-who-died/check-type-of-estate

GhibliFan

@Earls_waistcoat. Thank you, that will be very helpful for lots of people.  

The only thing I'm wondering about is the property description in the inventory?   I was told it has to be a conveyancing type description or it could cause a problem when selling.  But yours seems to be just the address. Presumably as the deceased only owned a half share,  the property wasn't sold?  Or was it?

Personally, I don't understand the need for anything besides the address. I took my description from the last disposition, just out of caution.  If I had only to put the address it would've been so much easier.

Earls_waistcoat

GhibliFan. They accepted the property description as stated. The property has not been sold but I now have a confirmation certificate which allows me to now speak to a lawyer as to what my next step is. I don’t think the property can be sold without the certificate. My dad’s former partner continues to reside there on a life rent basis so no rush or reason to sell anytime soon.

GhibliFan

If you do sell it, please come back to this thread and update. Anything that makes the C1 simpler for the lay person is good news in my book!  

You're correct about the Confirmation Certificate, my Solicitor wanted to see it before selling (I can't remember but I think the Estate Agent might have wanted sight of it too, before marketing - not 100% sure of that, though).

Kazieme

Very helpful, thank you

andybw

Got confirmation back from the court so success first time round!!
Many thanks to all especially @buddy9 and @GhibliFan

All anyone needs to get confiirmation is in this thread already really I think, but I will give a full update once I have used the certificates. (Especially once I know for certain my conveyancing description is correct).

andybw

Have now dealt with everything except the property. I'll report again when I come to that.
Just for information for anyone else, the confirmation document itself was not required at any point, only the separate confirmation certificates.  So (repeating what has already been said in the thread), make sure you number your inventory items correctly on the C1 with a separate number just for each institution, and make sure you include a covering letter requesting all the certificates you require.

cruyff89

Hi all, I'm new to this forum and as others have previously commented this thread is a great source of guidance for completing the C1 form so thanks to everyone who has contributed.

I've been helping my parents complete the form for my late grandfather which is now almost complete with the help of this forum but had a couple of final questions I hoped someone may be able to help with - any views much appreciated!

1) Page 1 - Place of death - does this require the full address of the hospital in question or just the name? 

2) Page 2 - Para 2 - for some bizarre reason my grandfather signed his will with a day instead of a full date i.e. 'Thursday, March, 2019'. I've done some research to ensure it doesn't invalidate the will (doesn't appear to) but unsure if this will create an issue in this section of the form. I was planning on just stating the wording as it reads on the will to ensure consistency i.e.  ".....conform to his will dated Thursday, March, 2019, which is hereby produced, docquetted and signed by me as relative hereto." Has anyone else come across this issue and/or have any suggestions about how best to approach this?

3) Page 3 - Inventory - I've seen some conflicting views on whether for bank accounts the capital and interest needs to be separated out (as per the guidance) or can simply be combined with the addition of the wording "Balance at date of death including interest".  Has anyone had a rejection for combining the figures?

GhibliFan

Hello @cruyff89
I was told to just put the name of the town or city for place of death.  

No idea about the will date, sorry.  My uneducated opinion would be, if there's really no proper date on the will, what else can you do but copy it?  Will be interested to hear a legal person's answer to this, though.

I put "balance including interest" on mine and it was accepted - I know the guidance says to show it separately but others on here have done the same and been ok. Maybe it could be an issue if the estate is over the IHT level? (I don't know that, just speculating).

Best of luck with it!

buddy9

If the will was produced and witnessed by a solicitor, then some criticism must sit with the witness who signed the deed.

If in your position I would probably omit the word 'Thursday' in the declaration. But this is just a personal view and is without any authority.

Minor issues with wills can often be rectified by affidavit if they pose a problem. (Requirements of Writing (Scotland) Act 1995).