Grant of Confirmation

Haggisnneeps1

Good afternoon, I am in the process of completing the C1 Form and with the aid of this site I am almost ready to venture down to the Sheriff count to submit it. I am dealing with my Mother in Law's estate and it seems very straightforward. I only have two issues that I need to resolve. Any advice would be greatly appreciated.
1. BOX 25 I am still unsure of what figure I should be putting in this. 

I am using theoretic figures here, but the true value of the estate in question is not liable for IHT. There is no surviving partner or spouse. 

lets say the estate value for confirmation is £100,950.00 I would put this in BOX 23

The funeral costs and other liabilities of £950.00 I would deduct this from BOX 23 and enter into BOX 24 £100,000.00

How do I determine the total for BOX 25 ?

The other issue I have is the docketing the Will , what is the basic process for this?

Many thanks

buddy9

Haggisnneeps1 said:

Good afternoon, I am in the process of completing the C1 Form and with the aid of this site I am almost ready to venture down to the Sheriff count to submit it. I am dealing with my Mother in Law's estate and it seems very straightforward. I only have two issues that I need to resolve. Any advice would be greatly appreciated.
1. BOX 25 I am still unsure of what figure I should be putting in this. 

I am using theoretic figures here, but the true value of the estate in question is not liable for IHT. There is no surviving partner or spouse. 

lets say the estate value for confirmation is £100,950.00 I would put this in BOX 23

The funeral costs and other liabilities of £950.00 I would deduct this from BOX 23 and enter into BOX 24 £100,000.00

How do I determine the total for BOX 25 ?

The other issue I have is the docketing the Will , what is the basic process for this?

Many thanks

The totals used on page 5 of the C1 relate to the estate values for inheritance tax purposes.

There is no surviving spouse therefore Box 25 (NQV) will have the same value as box 24 unless there is a legacy to a qualifying charity.

There is a will docquet example at https://forums.moneysavingexpert.com/discussion/4965475/grant-of-confirmation/p59

Make sure the docquet date is the same as the C1 date.

Haggisnneeps1

Many thanks Buddy9 appreciate your help 

Haggisnneeps1

Good afternoon, I submitted the C1 on 24.05.24 and waited with my fingers crossed hoping that I had followed all the advice properly. I have since received it back with the guidance "PLEASE REFER TO THE C3 GUIDANCE NOTES AND THE INSTRUCTIONS ON PAGE 3 OF THE CONFIRMATION FORM ON HOW TO COMPLETE THE INVENTORY PAGE IN FULL TO INCLUDE HEADINGS AND SUMMARY FOR CONFRIMATION, EVEN IF THE AMOUNT OF THE ESTATE IS NIL" Can someone please verify where I have gone wrong in this instance ? Any advise would be much appreciated.

buddy9

You have not arranged the inventory in line with the guidance. There are inventory examples on the C1 Scotland Inventory thread.

Your inventory should look similar to this:

This example assumes that the accounts with Barclays are not with a Scottish branch.

Additionally, is an internet based house valuation appropriate? If the estate is well within the IHT threshold and the house is to be sold, you might wish to consider the potential for capital gains tax liability and to not undervalue the house.