Grant of Confirmation

Re your query about whether the house ownership has to be declared, in Scotland there are 2 different scenarios, hence the conflicting advice.

It depends whether your property title deeds contain the 'survivorship clause' ie in the Proprietor section (first paragraph) it lists the owners and adds the wording 'survivor of them'. In this case the ownership passes automatically and does not form part of the deceased's estate. If it does not contain this wording, the deceased's share must be declared as part of their estate.

I came across this recently when my husband died and because we had this clause the estate was so small that I didn't even need Confirmation.

Gweneh, i think your dad's estate can benefit from the IHT transferred from your step mother's estate, doubling the total allowance, if none was used up when she died. This transferable rate involves using a different form to declare IHT figures. There is guidance, with worked examples, at the back of the C1 and C5 notes. HTH

Gweneh, thank you so much for this explanation. I am having to revisit the forms because my mum has just found another bank a/c my dad had that we had no idea about! All others have paid up on receipt of death cert (although NS&I wanted a certified copy of the Will as well). This latter a/c holds a significant amt of money and so your advice about detailing it for the specific Confirmation certificate will be very useful. Thank you!

This was such a great post for me, thank you.... I'm going through this process and thanks to this post, I very much managed this first time.
My grant of confirmation has been returned with one point noted and I'm kicking myself as I did ponder on the point thanks to the info on here but opted to send before asking for help.

On the will and specifically the docquet, i used wording suggested but did not state a place. The application has been returned for this very reason.
On the whole, I'm happy it's just one point but hoped to not drag this out.

The guidance offered here appears to be for a poster who took the application in to the Sheriff Clerk and stated the location as the court?

I'm unfortunately in North England with my later mother's Sheriffdom located in Central Scotland and taking the form to the court is not something I can do with ease.
The returned/rejected application states:

"There must be a place stated on the will re: docquet"

Any pointers as to how to revise this would be really appreciated.
Can't quite see that I state my home address or is it as simple as that? Just wondering if I need to be taking this to somewhere like a local court? Just seems odd to want and or accept a note to say in my dining room at home etc.

Any further input to this point would be so much welcomed.
Don't feel to bad resurrecting an older thread as it's helped me so much so far.

Cheers!