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Firstly, many thanks to everyone who has contributed to this thread - the process would have been impossible without it. Special thanks to TcpnT who kindly provided anonymised forms which I followed slavishly. Despite this, however, my forms were returned for amendment and I'm still not really sure why my situation was different from the example but I think I should add this to the body of work in the thread...
In the example, it was clear that there was property involved but the Inventory entry under Heritable Estate in Scotland stated 'None' and gave a zero value. This was the approach I used too because I assumed that was the approach to take if, "there were words of survivorship in the title to the property, the property will normally pass to the survivor without the need for Confirmation" as per page 7 of the Notes. The disposition in the General Register of Sasines did include the phrase "and to the survivor of them..."
However, my form was returned for amendment because, according to the Sheriff Court, my father's "share of the heritable property should be included in the inventory, and totals increased accordingly". I then used the wording provided by NiceD on 10 Feb 15 as the basis for describing the property and Confirmation was granted.
Maybe I'm being cynical but I wonder if the reason I had to include it was so that they could determine the fee, but it could just be that I haven't understood the intricacies of this most arcane system and process. I have to say I am mightily relieved that this is the only time I will have to deal with the Scottish system but thanks again to everyone who made it possible.
TcpnT wrote: »
If you PM me your email address I can send you anonymised copies of the application forms as completed by a solicitor in 2018. They may not cover your exact situation but the formatting and wording will be helpful. I have sent them to a couple of others further up the thread and they have found them useful.
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