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C1 Confirmation Inventory Refunds

ptolemy

ptolemy Posts: 24 Forumite

Eighth Anniversary

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1 January 2023 at 4:43PM in Deaths, funerals & probate

I have seen several examples of simple C1 Confirmation inventories, but none seem to mention refunds for income tax, pension, utitlities etc. How does one add these to the inventory? Are they listed in Moveable Estate in Scotland?, and can they be lumped together, or do they need to be individually itemised?

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buddy9 Posts: 770 Forumite

1 January 2023 at 5:33PM

Referenced on page 12 of HMRC guidance C3 'Income due to the deceased'.

Each to be listed separately under moveable estate in Scotland.

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ptolemy Posts: 24 Forumite

1 January 2023 at 6:12PM

Great, many thanks and happy new year.

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