Grant of Confirmation

Katamari_88

GhibliFan said:

That's the first 3 pages.   Bank accounts, names, figures etc are fake and just for demonstration purposes.

NB, This is based on the one I did in late 2022,  which was accepted but please note I have no legal training or knowledge and you use it at your own risk. Also rules change from time to time, so please satisfy yourself that you're filling it in correctly before you send it in!

Hi, thank you so much for everyone who has posted on this forum, I'm just about understanding how to fill in the confirmation form. My mum passed a few weeks ago, she lived in Scotland (I'm in England) - this forum has helped massively to understand the process. - a quick question - you list movable estate here in one lot, do I not need to list all items separately? Such as phones TVs, iPads etc.. Mums estate is not large enough for inheritance tax but she does have a property in Scotland. Thank you! 

Katamari_88

And should a vehicle be listed separately too? Thank you 

buddy9

Normally one entry for household contents is sufficient. If owned wholly, show as posted above or such as:

Contents of 22 Brown Street

Value estimated by executor  £xxx

Most estates will have a low value for household contents.

If the car was wholly owned, then the normal practice is to include an entry under moveable estate for the car stating the make, model, engine size and registration number. If the car has a cherished number plate this should be valued separately.

Katamari_88

buddy9 said:

Normally one entry for household contents is sufficient. If owned wholly, show as posted above or such as:

Contents of 22 Brown Street

Value estimated by executor  £xxx

Most estates will have a low value for household contents.

If the car was wholly owned, then the normal practice is to include an entry under moveable estate for the car stating the make, model, engine size and registration number. If the car has a cherished number plate this should be valued separately.

Thank you so much for the speedy reply! Much appreciated. Are you able to advise if the below will be sufficient for the Scottish Heritable Estate:

Dwelling flat **address, postcode** registered at the land registry of Scotland under title number **** on *date*

buddy9

Katamari_88 said:

Thank you so much for the speedy reply! Much appreciated. Are you able to advise if the below will be sufficient for the Scottish Heritable Estate:

Dwelling flat **address, postcode** registered at the land registry of Scotland under title number **** on *date*

Register not Registry.

For flats, an improved entry would include a brief description of the flat position, replicated from the description in the title. eg

Dwelling flat, address, postcode

The westmost dwelling house on the first floor above the ground floor being the subjects described in the Land Register of Scotland under title number XXX0000.

Katamari_88

Hi,

Almost ready to submit my forms - I have a final question. The solicitor who wrote the will with my mum has been named as a second executor - I have asked them to remove themselves from the will as I am completing the confirmation form and they have sent me a declinature to confirm this. Should I append this to the confirmation form and mention in the declaration? Thank you 

buddy9

Yes, it needs to be included in the declaration and submitted. For example include something like:

In said will xxxxx is also appointed executor nominate, but xxxxx has declined conform to the minute of declinature dated xxxx which is herewith exhibited, docquetted and signed by me as relative hereto.

The declination might be a minute, a letter, a deed, etc. - you should describe it as the solicitor has done. The docquet date should be the same as the C1 date. Do not list the solicitor in box 10.

Katamari_88

buddy9 said:

Yes, it needs to be included in the declaration and submitted. For example include something like:

In said will xxxxx is also appointed executor nominate, but xxxxx has declined conform to the minute of declinature dated xxxx which is herewith exhibited, docquetted and signed by me as relative hereto.

The declination might be a minute, a letter, a deed, etc. - you should describe it as the solicitor has done. The docquet date should be the same as the C1 date. Do not list the solicitor in box 10.

Thank you @buddy9

Katamari_88

A quick message to say thank you so much to everyone who has commented and given advice on this forum - my confirmation application has been approved first time (and in under a week!) . Thanks again. 

williambrian

Hi all, I have successfully completed a Scottish confirmation application before, for my mother, I now have to do one for my father with the post 2022 form, on my previous one gifts and associated allowances were shown on the 'Return of Estate Information' form how are the gift details declared on the new form?