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C1 confirmation form Help

Hi.
I've been looking through loads of pages on here regarding filling out this C1 form but I feel like I've been looking so much that its all getting too confusing.
My situation is that my dad passed away a few months ago. We had a hand written will written back in 2024. I wasn't sure if it was valid but a solicitor looked at it and said it looks fine. My dad's estate is large as its over £36,000 in a couple of accounts but that's all there is. No house or cars etc. 
Regarding the c1 form. 
I think i have the correct wording and info and on pages 1 and 2. Should the value in box 9, page 1, be the same as the amount as page 2 box 6 and the inventory? The other thing is, the amount at date of death is different from the amount now as we had funeral bills. So where does the amount left to be confirmed go?
Thankyou x 

Comments

  • buddy9
    buddy9 Posts: 851 Forumite
    Fourth Anniversary 500 Posts Name Dropper Photogenic
    Lala1977 said:
    Hi.
    I've been looking through loads of pages on here regarding filling out this C1 form but I feel like I've been looking so much that its all getting too confusing.
    My situation is that my dad passed away a few months ago. We had a hand written will written back in 2024. I wasn't sure if it was valid but a solicitor looked at it and said it looks fine. My dad's estate is large as its over £36,000 in a couple of accounts but that's all there is. No house or cars etc. 
    Regarding the c1 form. 
    I think i have the correct wording and info and on pages 1 and 2. Should the value in box 9, page 1, be the same as the amount as page 2 box 6 and the inventory? The other thing is, the amount at date of death is different from the amount now as we had funeral bills. So where does the amount left to be confirmed go?
    Thankyou x 

    The Confirmation amount is the date of death total. The same value goes in box 9 page 1, box 6 page 2, and box 11 page 4. This is the total for Confirmation.

    The funeral expenses and any debts are entered on page 4 and a net value entered in box 15.

    I presume that a fund holder requires Confirmation to release funds and presume that the will was witnessed and also signed on each page.

  • Lala1977
    Lala1977 Posts: 11 Forumite
    Fifth Anniversary First Post
    Hi Buddy.
    Thankyou so much for responding. You seem like the person to go to with this. 
    My dad banked with the Bank of Scotland. They need it to be confirmed before releasing funds. It's about £90,000. I thought it would be easy as it was only bank accounts and no estate but apparently not.
  • Lala1977
    Lala1977 Posts: 11 Forumite
    Fifth Anniversary First Post
    Would you check my form if i edited out the details?
  • buddy9
    buddy9 Posts: 851 Forumite
    Fourth Anniversary 500 Posts Name Dropper Photogenic
    go for it.
  • Lala1977
    Lala1977 Posts: 11 Forumite
    Fifth Anniversary First Post
    Thanks Buddy
  • buddy9
    buddy9 Posts: 851 Forumite
    Fourth Anniversary 500 Posts Name Dropper Photogenic

    Typed and printed looks better than hand written

    Page 2. 

    ‘5 October 2024’ reads better than numbers.

    Page 3.

    The inventory should be a total of the whole estate, not only those items that you require confirmation for. If the estate includes anything else of value this should also be listed.

    Summary - no item number used

    No need to enter the words ‘Real and Personal estate’ where there is a nil entry. And inventories are often submitted with nil entries omitted, other than in the Summary. 

    Page 4

    Suggest you enter a zero in box 13 rather than leave it blank.

    Box 15 shows both options ticked. Should be ticked against NO

    Page 5

    In your case, box 24 will be 90,300.03

    Box 25 will be as shown if, in your case, none of the estate passes to a charity.

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