C1 form completion help

muddyboots20

I am looking for some help regarding the completion of the c1 form, I naively thought it would be more simple than it is.

Page 1: All ok.
Page 2: Box 1: How do you name the “Sheriffdom” for Glasgow?

Box 2: I am the executor of my mother’s estate along with my sister, could anyone suggest wording for this section? If I am the one completing it does my sister also need to sign at the bottom of the page? Or just be named.

Page 3:
My mother signed her property to my sister and I in 2008 when she bought her flat. However she lived in the property and for all intents and purposes it was hers. My understanding is this is a gift with reservation of benefit and therefore must be included within her estate. Which is fine, I just wanted to know how it would be detailed on the inventory, if at all. Or if it’s included on the valuation in box 23 instead.

She also had a small investment bond portfolio with St James’s place, although she was based in Scotland, her adviser was in London, does this come under personal estate in England?

We have had the flat valued by an estate agent, so I state that it was valued by the name of the estate agent in the description of the inventory?

Page 4: Seems ok.

Page 5: My mother would have inherited my fathers nil rate band when he died in 2002, presumable I tick box 22 as yes?

The estate totals around £482k does this still count as excepted if she also had my fathers nil rate band as well? £650 in total?

Many thanks!