Confirmation in Scotland

flossymcfly

Hi all, 

Trying to help my cousin through the minefield that is Confirmation in Scotland. He is going to put it all through a lawyer to have it checked etc, but the bit he's struggling with is finding all the accounts. 

It transpires that my aunt was a bit of a squirrel and had several savings accounts that my cousin had no idea about. We've got the details for some and will put them on the form, but what happens if we find more down the line? Do they have to apply for confirmation again or will the original certificate suffice?

Not sure if it makes a difference, but it's WELL below the inheritance tax threshold and it was council rented accommodation so no property to include on the form.

Does the grant of confirmation include account numbers and balances? I've never seen one so can't advise. The lawyer suggested that they would need to reapply for confirmation, but cousin wasn't sure if this was just to charge extra fees.

Thanks for any advice

RAS

I'd suggest your cousin comes on here and joins the "Grant of Confirmation" thread, which has slipped off the front page. buddy9 and others offer a wealth of advice on the general rules and precise wording on the confirmation form. Even reading the thread is useful, and there are longer older ones.

flossymcfly

Ah they are a bit older than me and "don't do computers", but I will take mine over and go through it with them, thank you

buddy9

I presume that Confirmation is being applied for because a fund holder requires it before they will release funds.

If assets are discovered after Confirmation is issued, then a corrective inventory and account (C4S) can be submitted to the court. But this is not needed if Confirmation is not required by the fund holder (and the estate remains outside IHT territory).

https://www.gov.uk/government/publications/inheritance-tax-corrective-inventory-and-account-scotland-c4-s

Savvy_Sue

Does mylostaccount work north of the border? 

Also Gretel

Final25

Hi there, just wondering if Confirmation is rejected, how soon can you resubmit the form again, thank you

buddy9

Immediately, if you have resolved the issue.

Final25

Thanks again buddy9 x

Sohoscotland

Hi there, Im looking for help with applying for a Grant of Confirmation for my late stepdad. I have read through the threads here and they have been so helpful and i have managed to complete most of the form. In his will my mum was named as first executor but she died in 2021, then I am named as executor along with my brother. I am not sure what to write in the declaration. My brother is happy for me to complete the paperwork on our behalf and I know I have to name him in the declaration but do I need a signed statement from him that he is happy for me to complete the form and apply for the grant of confirmation on our behalf? or can one executor apply. His address on the will is also wrong as he no longer lives there so how do I address that? Thank you in advance

buddy9

Sohoscotland said:

Hi there, Im looking for help with applying for a Grant of Confirmation for my late stepdad. I have read through the threads here and they have been so helpful and i have managed to complete most of the form. In his will my mum was named as first executor but she died in 2021, then I am named as executor along with my brother. I am not sure what to write in the declaration. My brother is happy for me to complete the paperwork on our behalf and I know I have to name him in the declaration but do I need a signed statement from him that he is happy for me to complete the form and apply for the grant of confirmation on our behalf? or can one executor apply. His address on the will is also wrong as he no longer lives there so how do I address that? Thank you in advance

One executor only completes the C1. No signed statements required from the other executor.

Here is a suggestion for para 2. I have assumed that you and your brother are substitute executors.

That I am

along with [brother’s full name] residing at [brother’s present address], the executor-nominate of the deceased conform to his will dated the [date] which is exhibited, docquetted and signed by me as relative hereto, and that myself and the said [brother’s full name] have never been married to or in a civil partnership with the deceased. In said will the said [brother’s full name] is designed as residing at [will address] a former address. [Mother’s name as in will] who was appointed executor primo loco in said will predeceased the deceased.

Sohoscotland

Thank you so much for your help buddy9