Grant of Confirmation

GhibliFan

galoglas1314 said:

Thanks Lane1, but do you know if that is written on the cover sheet or on the first page of the actual will. Very reluctant to write anything anywhere .

I docquetted the will at the top of the first page of the will itself, not the cover/title sheet.  There isn't much room, but if you write small you should be able to get it all on.

Worded as follows: 

[Name of town/city and date.]
This is the will referred to in my declaration of this date relative to the Inventory of the estate of the late [name of deceased].  Then add your signature.

buddy9

Lane1 said:

Whilst Im on could someone give an example or content indication of a covering letter and about additional copies of confirmation. I take it these extra copies are for banks pension etc waiting for proof before payment which I have with a pension everything else has paid out including bank stuff.

Information on certificates https://forums.moneysavingexpert.com/discussion/4965475/grant-of-confirmation/p46

buddy9

Lane1 said:

I typed it on word, ran print on a sheet of stiff paper through the printer and stapled it to the front as a cover sheet. Ive a Codicil too and replicated the process for that also.

Dockets are normally written on documents (will or codicil etc). I am interested to know whether this approach is accepted.

Lane1

Thanks buddy9. Ive misinterpreted that process and will be applying it to the will and codicil, not as I have done.
Ive just completed the form however not sure about the values, if you could clear up for me please.
Total estate from the inventory;
is that the total for confirmation box 6 and in the summary?
Then remove funeral costs and liabilities;
Then to that sum add gifts
Thus giving gross value for inheritance tax in box 23
 and  does that same value go in 24 and 25.

Lane1

Just one other thing you cant add legal costs to liabilities does that include cost for confirmation do you know?

buddy9

Lane1 said:

Ive just completed the form however not sure about the values, if you could clear up for me please.
Total estate from the inventory;
is that the total for confirmation box 6 and in the summary?
Then remove funeral costs and liabilities;
Then to that sum add gifts
Thus giving gross value for inheritance tax in box 23
 and  does that same value go in 24 and 25.

Total gross estate value in box 11 page 4, also goes into box 9 page 1, and box 6 page 2. Then reduce the gross total by funeral and other liabilities to give net estate in box 15.

Gross value for confirmation (box 11 page 4) is modified, if appropriate, to give an IHT gross total in box 23 - in this case by the addition of non-exempt gifts. Then reduce by the same funeral expenses and liabilities as on page 4 to give the net estate for IHT in box 24. The NQV in box 25 will be the same as box 24, unless some or all of the estate passes to a spouse and/or a charity etc.

Legitim can in some cases be an issue in the calculation of the estate for IHT, this is mentioned in the C3 (to an extent).

The cost for confirmation cannot be included as a liabiliy.

Lane1

Thanks buddy9 but just to be clear here
Ive put the Inventory gross figure in boxes page 1 box 9 page 2 box 6 and page 10 box 11 (using c1c2 combined)
Subtracted the funeral costs and liabilities then added the gifts and put that figure in box 23. It should also go in box 24?

buddy9

On page 5, your starting point is the gross value from page 4.

Add the gifts to this total to give a value for box 23, then deduct the same funeral costs and liabilities as you deducted on page 4, to then give a net value which you enter in box 24.

Lane1

Thanks buddy9 for your help and support. I appreciate it and very grateful for your time.

galoglas1314

Getting there very slowly. I am the joint executor with a firm of solicitors. They are going to decline and send me a letter confirming that. Just wondered if anyone had any experience of that and how that should be worded on the form.