Grant of Confirmation

Hi all. Thought I would share a few lessons learned on getting Confirmation approved. Thank you to this forum and @TcpnT for your help in getting this through. I was bounced from Jedburgh a few times and called in a favour from a Lawyer friend for advice. For context this was an estate valued over £36k but with a Will where everything went to my Dad. - So I thought it would be simple!

Key lessons learned:


1. The Will declared my Uncle as the Executor and me as 'Whom failing'. Given my Uncle was still alive and able he was the only person that needed to be named on the form.



2. The declaration (Question 2 on C1 form) we used:
" the Executor-nominate and <your relationship to the deceased> of the said deceased conform to the Will dated and signed <date of Will> which is exhibited, docquetted and signed as relative herto; I confirm that I have never been married to or in a civil partnership with the said deceased."



3. The Docket needs to be hand written by the executor directly onto the first page (not the cover sheet) of the original will. This needs to be signed, dated and the town stated where it was signed.

The docket words were: "This is the original Will of the late <Name of deceased> dated <todays date> referred to by me in my declaration of even date in the Form C1"


4. The Inventory:

Item 1 needs to be the heritable estate (house). Words used: "Subjects at <address of house> being the subjects registered at the land registry of Scotland under title number <title number of the deeds (your solicitor can provide this - freely available to them on line)> on <date the deeds were registered>.
Place the estimated full value of the house in the 'Price of shares column'.

Next line: "Whereof the deceased's one half share" Place half the value (assuming equally owned) in the last column.


Repeat for any other 'heritable estate and add a line to total the sum of the heritable estate; "Total Heritable estate in Scotland:" Place a sub total in the last column


Next line: Moveable estate in Scotland;

Next line: Item (2): "Household goods and personal effects value estimated by executrix on <date of death>"
Place full value in 'Price of Shares' and then the "Whereof the deceased's one half share" statement Place half the value (assuming equally owned) in the last column.


Final point on Inventory is list all the items in a logical order, include the name and town of the bank (or other financial institution) along with the account number. List the full value at the date of death in the price of shares and deceased one half share in the final column.

Separate out and sub total all the different part of the estate across the geographies as guided by C5 instructions.