C1 confirmation form (Scotland)

My mum passed away recently leaving a will stating that my dad is sole beneficiary. They owned their home and had a survivorship clause in the title deeds so the house transferred automatically to my dad when my mum passed. When completing the inventory form do I need to give details of the property? 
 They also held a joint bank account, do I need to include this on the inventory form showing 50%?  Getting conflicting advice. 

Comments

  • buddy9
    buddy9 Posts: 781 Forumite
    500 Posts Third Anniversary Name Dropper Photogenic

    If the house share passes by survivorship, then it is not listed in the inventory, However the value is included in the calculation for box 21.


    In Scotland, the contents of a joint account do not normally automatically pass to the surviving account holder. Therefore the share of a joint account should be listed in the inventory. Assumed at 50% of the total (but the share can be different depending on evidence). An example here https://forums.moneysavingexpert.com/discussion/4965475/grant-of-confirmation/p57
  • So sorry for the late reply. Thank you so much for your help, it is very much appreciated  
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