Get C1 Confirmation Form. Inventory Of The Deceased's Estate And Apply For Confirmation If They Lived

The C1 Confirmation Form is essential for declaring the inventory of a deceased person's estate, particularly if they resided in Scotland. This guide provides clear, step-by-step instructions to help you fill out the form accurately and efficiently, ensuring that you can complete the process online with confidence.

Follow the steps to efficiently fill out the C1 Confirmation Form online.

1. Click ‘Get Form’ button to obtain the C1 Confirmation Form and open it for editing.
2. Begin by filling in your name and address in the designated fields. Ensure that you provide accurate contact information.
3. Enter your reference number and the HM Revenue and Customs reference in the appropriate sections to ensure proper processing.
4. Provide details about the deceased. Start with the title (Mr, Mrs, Miss, Ms, or other), followed by their first names and surname.
5. Fill in the deceased's address, occupation, date of birth, date of death, and place of death. Make sure each entry is accurate.
6. In the section regarding total estate for confirmation, enter the total value of the deceased's estate.
7. List the full name and address of each executor, in the order shown in the will, if applicable.
8. Complete the declaration section by providing your name, confirming the deceased's details, and stating that you are managing the estate.
9. Fill in the inventory of the estate, categorizing assets into the heritable estate in Scotland, the estate in England and Wales, and any other property—all clearly itemized with descriptions.
10. Calculate and fill in the gross value of the estate, taking into account any funeral expenses, mortgages, or other debts.
11. Complete the questions about the deceased's circumstances, including marital status and surviving relatives.
12. Ensure to input the Unique Taxpayer reference and National Insurance number for the deceased.
13. Confirm all values related to Inheritance Tax and indicate if any forms have been sent to HM Revenue and Customs.
14. Review the completed form for accuracy before saving any changes, downloading, or sharing the form.

Take the next step and complete the C1 Confirmation Form online for effective management of the deceased's estate.