Grant of Confirmation

buddy9

dozeyrozey said:

Hi, Newbie here.
Just trying to make sense of the C1 form, for Confirmation of my husbands estate.
In his will he left everything to me and we had a survivorship clause in property deeds.  The estate is below IT level
Can anyone tell me if Legitim is claimed by our kids the amount would be put in box 25 Net qualifying value of estate

Yes.

Where the whole net estate for IHT passes to a surviving spouse then box 25 NQV would be zero. But if legitim was claimed, then (in this type of case) box 25 would equal the amount of legitim claimed.

dozeyrozey

Thanks, I've found your help on this Forum invaluable.  

Cacti24

Submitted my C1 to Edinburgh Sheriff court on 14 Jan - just had it returned in the post with the following comment:

"The signing executors name differs from the C1 to the Will. This requires to be clarified within the declaration of the C1."

The Will states "Jane Doe" - as me

In the C1:
In the top box I had put "Mrs Jane Doe"
Then in box 10 I had put "Mrs Jane Middle Names Doe"  (as it said to put my full name)
The in the Declaration - I had put "Mrs Jane Middle Names Doe"

Do I need to explain that I have middle names? Should I have taken off the "Mrs" as it's not in the Will?
My middle names and my marital status are on my ID documents

buddy9

Suggestion

In the top box of page 1 enter Mrs Jane Middle Names Doe - if Mrs is your preference.

Otherwise do not use Mrs.

In box 10 enter Jane Middle Names Doe

In the top box of page 2 enter Jane Middle Names Doe (plus address)

In para 2 of page 2 include. ‘In said will I am named as Jane Doe’

In para 3 of page 2 enter Jane Middle Names Doe

Final25

We submitted our C1 to Paisley Sheriff Court today, the girl who took our form was so lovely, helpful and friendly. We had a couple of amendments to do and also a paragraph (which she gave us) to write on the Will to allow me to sign the Will.  We will get our forms back beginning of next week.

Thank you so much for your help to everyone on this Forum and in particular Buddy9, your knowledge is so valuable.

kipperman

Final25 said:

We submitted our C1 to Paisley Sheriff Court today, the girl who took our form was so lovely, helpful and friendly. We had a couple of amendments to do and also a paragraph (which she gave us) to write on the Will to allow me to sign the Will.  We will get our forms back beginning of next week.

Thank you so much for your help to everyone on this Forum and in particular Buddy9, your knowledge is so valuable.

That is great to hear - I have booked my train tickets to go to Greenock Sheriff Court early March to do the same. Hope I get the same welcome!

Final25

Fingers crossed for you Kipperman

Cacti24

buddy9 said:

Suggestion

In the top box of page 1 enter Mrs Jane Middle Names Doe - if Mrs is your preference.

Otherwise do not use Mrs.

In box 10 enter Jane Middle Names Doe

In the top box of page 2 enter Jane Middle Names Doe (plus address)

In para 2 of page 2 include. ‘In said will I am named as Jane Doe’

In para 3 of page 2 enter Jane Middle Names Doe

Thank you so so much @buddy9 - you are an angel
Another day trip to Edinburgh - at least the east coast line has nice views

bloodygoodbloke

This thread has been magnificent, and I have to applaud you all for making this process that little bit easier.   

I have a couple of small issues i need advice with.   
My dads will have named me as sole executor but with my Old Address.    i moved out there 14 years ago.and my dad never updated his will.

On page 2 box 2 I had thought about putting this.

[Myname middle surname] formerly of [MyOLD ADDRESS as per will], Son and Executrix Nominate of the said deceased [father full name] who resided at [Father Address}   conform to the will dated and signed 4th of May 2005 which is exhibited, Docquetted and signed as relative hereto. 


If this is not correct how to I convey my previous address? 


also what do I put in page 1 box 9?  is it gross or net value? 
same with the inventory page when I put in total for confirmation  is it gross or net 
 EG  Total Estate for Confirmation - £

buddy9

bloodygoodbloke said:

This thread has been magnificent, and I have to applaud you all for making this process that little bit easier.   

I have a couple of small issues i need advice with.   
My dads will have named me as sole executor but with my Old Address.    i moved out there 14 years ago.and my dad never updated his will.

On page 2 box 2 I had thought about putting this.

[Myname middle surname] formerly of [MyOLD ADDRESS as per will], Son and Executrix Nominate of the said deceased [father full name] who resided at [Father Address}   conform to the will dated and signed 4th of May 2005 which is exhibited, Docquetted and signed as relative hereto. 

If this is not correct how to I convey my previous address? 

also what do I put in page 1 box 9?  is it gross or net value? 
same with the inventory page when I put in total for confirmation  is it gross or net 
 EG  Total Estate for Confirmation - £

Para 2 entry

That I am

the son and executor-nominate of the deceased conform to his will dated the fourth of March 2005 which is exhibited, docquetted and signed by me as relative hereto. In said will I am designed as residing at [insert will address], a previous address.

Page 1 box 9 is gross value, total within inventory is gross value, and is same as box 6 on page 2

Executrix suggests female.