Grant of Confirmation

buddy9

Pandamom

There is some discussion on this page. https://forums.moneysavingexpert.com/discussion/4965475/grant-of-confirmation/p59

If using the wording shown, this involves docquetting.

Tigga213

I am applying for confirmation for my late husband and have a question about the wording to go in form C1(2002) box 2. I am proposing to put in the following:

That I am: ..........., spouse and declarant executor nominate conform to the Will of the deceased ........, dated ......., produced herewith, docquetted and signed by me as relative hereto. In said Will......., son of the deceased, residing at ......., is also appointed as executor nominate.

Could you let me know if this wording seems ok?

In the Will, my sister is named as being executor  in the context of either myself or my son not being able ("whom failing"), so I assume that I do not need to put her in this form? 

buddy9

Tigga213

Your sister is not shown in para 2 of page 2 and not listed in box 10 of page 1. 

I suspect that your declaration might be accepted, though declarations that include a co-executor commonly use a structure as in the example below.

That I am

along with [full name of son] residing at [address] the executor nominate of the deceased conform to his will dated [.......], herewith produced, docquetted and signed by me as relative hereto and that I am the wife of the said deceased and the said [full name of son] is the son of the said deceased.

This assumes that there are no name or address differences in the will that need to be referenced.

Tigga213

Thank you very much Buddy9, that is so helpful. Actually my son has moved since the Will was written, so could you advise of the correct wording in that situation. Also, do I not need to state somewhere that I am the declarant executor nominate (I assume this means that I am the person singing the form?).

buddy9

Tag on:

In said will, the said [son’s full name] is designed as residing at [will address] a former address.

Your identity as the declarant is clear given that your name and address is entered in the box at the top of page 2.

Tigga213

Hi Buddy9,

Thanks again for that. So just to be clear is the following ok:

That I am: 
[my name] along with [full name of son] residing at [address] the executor nominate of the deceased conform to his will dated [.......], herewith produced, docquetted and signed by me as relative hereto and that I am the wife of the said deceased and the said [full name of son] is the son of the said deceased.
In said will, the said [son’s full name] is designated as residing at [will address] a former address.

One other question, in the inventory, is it necessary to put the Title No of the property and the account details of the bank accounts?

Thanks

buddy9

That I am: 
[my name] along with [full name of son] residing at [son's address] the executor nominate of the deceased conform to his will dated [.......], herewith produced, docquetted and signed by me as relative hereto and that I am the wife of the said deceased and the said [full name of son] is the son of the said deceased. In said will, the said [son’s full name] is designated as residing at [will address] a former address.

As above, omit your name. The first address is son's address.

If the house in in the Land Register you should include the title number, for example 

Semi-detached Dwelling house 27 Small Street, Paisley PA2 5SA being the subjects described in the Land Register of Scotland under title number REN 0000

Valued by xxxxx

This example assumes sole ownership. If jointly owned, example below

Dwelling house 4 Orr Place, Oban PA25 6DD being the subjects described in the Land Register of Scotland under title number ARG 0000, valued by xxxx

Value of 4 Orr Place £200,000.

Deceased’s one half pro indiviso share £100,000.

If the house is jointly owned and with a survivorship clause in the title, then it is not shown in the inventory.

Full bank account details should be given. Particularly so if a Ceriticate of Confirmation is needed to release the funds.

Example for a branch based account:

Virgin Money, 5 Green Street, Aberdeen

Sort code 66-00-11 Deposit Account number 00562789994 in the name of the deceased

Balance at date of death including interest

Tigga213

Thank you so much Buddy9, that is so helpful.

kipperman

Hello - re Box 2. Unfortunately all three executors have moved house since my mothers will was written and we all have two middle names - so my declaration will not fit in the box ( believe me, I have tried!) , and I understand that I need a "paper apart"(?). Could someone tell me the protocol for this - is it simply the statement on a separate piece of paper that is referred to in Box 2? 

buddy9

Mark in the para 2 box ‘see a paper apart’.

Print your para 2 content on an additional page. Probably useful to include a description and the declarant executor’s signature.