LIST OF DOCUMENTS NEEDED WHEN REPORTING A NEW ESTATE

LIST OF DOCUMENTS NEEDED WHEN REPORTING A NEW ESTATE

No Description of Item Attached ORIGINAL DOCUMENT/S: 1 Original Will/s (if applicable) 2 Fully completed reporting forms 3 Identity document of the deceased 4 Death certificate 5 Deed of transfer / Title deed 6 Share certificate/s CERTIFIED COPY OF DOCUMENT/S: 7 Spouses’ identity document (if applicable) 8 Marriage certificate (if applicable) & Ante-nuptial contract (if applicable) 9 Heirs’ identity document 10 Guardians’ identity document 11 Heir’s proof of banking details 12 Divorce order & agreement 13 Unabridged birth certificate for minor heirs 14 Death certificate of pre-deceased spouse - if applicable

COPY OF DOCUMENT/S: 15 Motor vehicle registration 16 Municipal account/s 17 Levy statement/s 18 Lease agreement 19 South African Revenue Services - tax and vat returns (if applicable) 20 Business Interests 21 Offshore assets statement/s 22 Pension Fund statement 23 Medical Aid statement 24 Funeral expenses invoice/s

25 Accounts payable by deceased (Including Medical Bills), policy documents, firearm license, short term insurance, bank statements, investment statements, TV License, motor vehicle registration certificate, a copy of the latest correspondence/letters/emails received

DEPARTMENT OF JUSTICE AND CONSTITUTIONAL DEVELOPMENT

J294 (81/816066)

REPUBLIC OF SOUTH AFRICA

DEATH NOTICE (In terms of section 7 of the Administration of Estates Act, 1965)

1. Surname of deceased …………………………………………………………………………………………………………………..

2. Full first names …………………………………………………………………………………………………………………..

3. ID/Passport number

4. Population group ………………………………………………….. 5. Nationality ………………………………………….

6. Occupation ……………………………………………………………………………………………………….…………..

7. Ordinary place(s) of residence during the 12 months prior to death and the Province(s) ……………………………………………………

8. Date of birth 9. Place of birth ………………………………………………

10. Date of death

11.Has the deceased left a will? …………………………………. 12. Marital status at time of death …………………………………

13. If married, place where married ……………………………………………………………………………………………………………..

14. Full names of surviving spouse ……………………………………………………………………………………………………………..

and his/her ID/Passport number ……………………………………………………………………………………………………………..

15. State whether marriage was in or out of community of property/whether accrual system is applicable.

…………………………………………………………………………………………………………………………………………………………

(a) Name(s) of predeceased spouse(s) and/or divorced spouse(s) (state opposite name of each whether predeceased or divorced)

…………………………………………………………………………………………………………………………………………………………

(b) Date of death of predeceased spouse(s) ……………………………………………………………………………………………………

16. Master's office(s) where predeceased’s estate(s) is/are registered and number(s) of estate(s), if available

…………………………………………………………………………………………………………………………………………………………

17. Full names of children of deceased (state whether major or minor or predeceased and in the latter event, whether they left issue and,if that be the case, the full names of such issue)

…………………………………………………………………………………………………………………………………………………………

…………………………………………………………………………………………………………………………………………………………

18. Names of parents of deceased (state whether parents alive or deceased):

(a) Father …………………………………………………………………………………………………………………………………………..

(b) Mother ………………………………………………………………………………………………………………………………………….

19. Name and address of person signing the death notice ………………………………………………………………………………………

20. *Capacity ……………………………………………………………………………………………………………………………………..

21. (a) Was the signatory present at the deceased's death? ………………………………………………………………………………………

(b) If the answer to the previous question is no, did the signatory identify the deceased after his death?..............................................

Dated at ....................................................................... the ..................... day of ................................................... in the year ..................

.............................................................................................. .............................................................................................. Print Name Signature

* State whether signatory is surviving spouse, nearest blood relative or connection residing in the district in which death has taken place; or iscaused by such spouse, blood relative or connection to give this notice; or is required by the Master to submit this death notice.

If the answer to both questions is no, a death certificate or a certified copy must be submitted herewith.

G.P.-S. 003-0318 J243



INVENTORY

In terms of section *9 (1) (a)/9 (2) (a)/9 (2) (b)/27/78 of the Administration of Estates Act, 1965.

Attention is directed to the provisions of section 102 (1) (b) of the Act which provides that any person who wiífully makes any false inventory under the Act shal! be guilty of an offence and liable on conviction to a fine not exceeding R1 000 or to imprisonment for a period not exceeding five years or to both such fine and

such imprisonment. * Full name of deceased …........................................................................................................................................................................... Full name of surviving spouse (in a case where spouses were married in community of property) ...................................................................................................................................................................................................................... Address of surviving spouse ………........................................................................................................................................................................................................... Massed estate of …...................................................................................................................................................................................... of/or * Full name(s) of minor(s) under tutorship or person in respect of whose property letters of curatorship have been granted: ...................................................................................................................................................................................................................... Full address ….............................................................................................................................................................................................

l(full name) ................................................................................................................................................................................................... of (full address) …........................................................................................................................................................................................ in my capacity as.......................................................................................................................................................................................... hereby declare that to the best of my knowledge and belief the with-in mentioned is a true and correct inventory— * (a) of all property known to me to have belonged, at the time of death, to the *above-named deceased/joint estate of the above-named deceased and surviving spouse/above-named massed estate; * (b) of all property known to me to have been in the possession of the above-named deceased upon the premises at ………………………………………………………..............................................................................................at the time of *his/her death; * (c) showing the value of all property in the above-named estate; * (d) of all the property taken care of or administered by me. ………………………………… …………………………………… …...…………………………….. Place Date Signature …...…………………………….. Print Name and Surname

Names and addresses of persons having an interest in the estate as heirs in whose presence this inventory was made. (To be furnished in the case of an inventory under section 9 of the Act): .......................................................................................................................................................................................................................

.......................................................................................................................................................................................................................

.......................................................................................................................................................................................................................

* Delete which is not applicable

J243


1. Immovable property

Description of property according to the title deed (also state number and date thereof)

Value R c

Total …….. R

J243

DEPARTMENT OF JUSTICE AND CONSTITUTIONAL DEVELOPMENT 3

2. Movable property Description Value

R c

Total …….. R

J243


3. Claims in favour of estate Description Value

R c

Total …….. R

SUMMARY

R c

1. Immovable property ………………………………………………………………………. ……………… …………

2. Movable property ………………………………………………..………………………… ……………… …………

3. Claims in favour of estate ………………………………………………………..…….... ……………… …………

Total ……… R


J155


UNDERTAKING AND ACCEPTANCE OF MASTER'S DIRECTIONS

BY EXECUTOR/EXECUTRIX [SECTION. 18 (3), ACT No. 66 OF 1965

ESTATE No. ................................................................

1. Estate late .......................................................................................................................................................................(Full names and surname)

…………….......................................................................................................................................................................

died on ........................................................... Identity number

2. District where deceased was residing ............................................................................................................................

3. Full names of applicant ...................................................................................................................................................

Identity number A certified copy of the applicant’s Identity Document must accompany this form

4. Relationship to deceased ...............................................................................................................................................

5. Residential address ............................................................. Postal address ...............................................................

…………………………………………………………………… ……………………………………………………………….

…………………………………………………………………… ……………………………………………………………….

Telephone number (Home) ........... - …............................ Telephone number (Work) ............. - ............................

6. Name and postal address of agent (if applicable) .........................................................................................................

.......................................................................................... Telephone number .................. - …....................................

7. I undertake to administer the estate, to pay the debts from the estate assets and to distribute any balance accordingto the Master's directions in terms of section 18 (3) of the Estates Act, 1965, and accept that I am bound by anyamendment or cancellation of such directions.

8. I undertake that I shall not administer any asset(s) which has/have not been reflected in the section 9 inventory, andas soon as it becomes known to me that the value of the assets exceed R250 000 to report to the Master this fact.and to return the directions.

9. I confirm that to the best of my knowledge the estate is solvent and undertake to immediately advise the Masterwhen it becomes known to me that the estate is insolvent. That to my knowledge the known liability/ies of the estateis/are as follows:…………….......................................................................................................................................................................

…………….......................................................................................................................................................................

…………….......................................................................................................................................................................

…………….......................................................................................................................................................................

10. I hereby declare that I am not an unrehabilitated insolvent.

Signed on ....................................................................... ................................................................................ (Date) Signature of applicant

................................................................................ PRINT NAME AND SURNAME


J155


UNDERTAKING AND ACCEPTANCE OF MASTER'S DIRECTIONS

BY EXECUTOR/EXECUTRIX [SECTION. 18 (3), ACT No. 66 OF 1965

ESTATE No. ................................................................

1. Estate late .......................................................................................................................................................................(Full names and surname)

…………….......................................................................................................................................................................

died on ........................................................... Identity number

2. District where deceased was residing ............................................................................................................................

3. Full names of applicant ...................................................................................................................................................

Identity number A certified copy of the applicant’s Identity Document must accompany this form

4. Relationship to deceased ...............................................................................................................................................

5. Residential address ............................................................. Postal address ...............................................................

…………………………………………………………………… ……………………………………………………………….

…………………………………………………………………… ……………………………………………………………….

Telephone number (Home) ........... - …............................ Telephone number (Work) ............. - ............................

6. Name and postal address of agent (if applicable) .........................................................................................................

.......................................................................................... Telephone number .................. - …....................................

7. I undertake to administer the estate, to pay the debts from the estate assets and to distribute any balance accordingto the Master's directions in terms of section 18 (3) of the Estates Act, 1965, and accept that I am bound by anyamendment or cancellation of such directions.

8. I undertake that I shall not administer any asset(s) which has/have not been reflected in the section 9 inventory, andas soon as it becomes known to me that the value of the assets exceed R250 000 to report to the Master this fact.and to return the directions.

9. I confirm that to the best of my knowledge the estate is solvent and undertake to immediately advise the Masterwhen it becomes known to me that the estate is insolvent. That to my knowledge the known liability/ies of the estateis/are as follows:…………….......................................................................................................................................................................

…………….......................................................................................................................................................................

…………….......................................................................................................................................................................

…………….......................................................................................................................................................................

10. I hereby declare that I am not an unrehabilitated insolvent.

Signed on ....................................................................... ................................................................................ (Date) Signature of applicant

................................................................................ PRINT NAME AND SURNAME

DECLARATION

I…………………………………………………………………………………………………………………………..

Declare as Follows Of (Address) …………………………………………….…………………………………………………….……….. …………………………………………………………………………………………..……..………………………… 1. The deceased (………………………………………………………………….………………………………......) Was well known to me since …………………………………………………………… 2. Mark one of the applicable box with an X below:-

I know that the deceased was a single person and that the deceased did not enter into any Customary Union. I know that the deceased was a widow/widower/divorced person and that the deceased did not enter into Customary Union after his/her marriage was dissolved I know that the deceased was a married person and that the deceased never entered into any Customary Union I know that the deceased was a married person and that the deceased married …………… (number) wives in terms of Customary Union I know that the deceased entered into civil marriage and that the deceased also entered into ………. (number) Customary Union/s.

This is all I want to declare SIGNATURE OF DEPONENT …………………………………….. Signed and sworn to/affirmed before me at ……………………………………………………… This …………. Day of ……………………………… in the year……………………. ……………………………………… Signature of commissioner of oath Area for which appointed:………………………………………….…………………..


GP-S 81/811521 J192 (81/811521)


AFFIDAVIT

PARTICULARS OF NEXT-OF-KIN I, ..............................................................................................................................................................

of..............................................................................................................................................................

.................................................................................................................................................................

*do hereby make oath and say/affirm that within is a true and complete statement of the next-of-kin of

the deceased, and I make this statement conscientiously, believing the same to be true.

...................................................................... ......................................................................

Signature Print Name and Surname Signed and *sworn to/affirmed before me at…………………………………………………………………………………………. this............................... day of........................................... in the year. The deponent has acknowledged that he/she knows and understands the contents of this affidavit and adheres to it. …………………………………………………………………. *Magistrate/Justice of the Peace/Commissioner of Oaths Area for which appointed ...................................................................................................................... If appointment is held ex officio, state office held.................................................................................. * Delete if not applicable.

J192


* Separate affidavits in respect of each predeceased child must be completed. Names and addresses of the next-of-kin of the late................................................................................................................ who died at............................................................................................................ on ...........................................................

(Place) (Date) N.B.: The date of death is to be inserted opposite the name of any deceased relative. Against those degrees of relationship in which the deceased never had any relative, the word "NONE" is to be inserted.

Relatives to be accounted Names of relatives and degree of relationship

1. Surviving spouse:

2. Children and date of their birth. Also state names of *predeceased children and their dates of death:

Ignore questions 3, 4 and 5 if the deceased left children or descendants. 3. Father of deceased: Mother of deceased:

Ignore questions 4 and 5 if the parents are both alive. 4 Brothers and sisters of the deceased. State whether full or half blood, and their addresses and dates of birth. State the name of the step-parent of half brothers and half sisters:

5. Names of brothers and sisters who are dead, date of deaths, and names, addresses and dates of birth of their children, if any

NOMINATION TO ACT AS EXECUTOR OR MASTER'S REPRESENTATIVE

Estate late: ___________________________________________________________________________________________________________________________________

I / We the undersigned hereby nominate/s _____________________________________________________________________________________________

to act as executor or Master's representative of the above estate.

Name Relationship / Capacity Signature Date

LTS BENEFICIARY QUESTIONAIRE:

ESTATE LATE:

N.B: Originally completed form to be returned to our offices with a certified copy of your identity document, certified copy

of your proof of address, a certified copy or original bank statement duly stamped by the bank. We are unable to make

payment into a third-party bank account.

TITLE: BENEFICIARY FULL NAME AND SURNAME (PER IDENTITY DOCUMENT)

BENEFICIARY IDENTITY NUMBER/PASSPORT NUMBER:

BENEFICIARY SOUTH AFRICAN INCOME TAX NUMBER/ OR CONFIRM IF NOT REGISTERED:

BENEFICIARY MARITAL STATUS:

BENEFICIARY POSTAL ADDRESS:

BENEFICIARY EMAIL ADDRESS: (please note should you need to change this address during the administration process, an originally completed beneficiary form is to be resubmitted to our offices with a covering letter confirming reasons for change. (this is required for security purposes). Please further note we are unable to liaise with third party persons unless an original power of attorney is on record authorising us to do so.

BENEFICIARY CONTACT NUMBER: (LANDLINE AND OR CELLPHONE NUMBER):

PLEASE INDICATE HOW YOU WOULD PREFER WE COMMUNICATE WITH YOU AND VICE VERSA: (email or post)

SOLVENCY: HAVE YOU EVER BEEN DECLARED INSOLVENT: (should you choose option yes to this question, full details of administrators and proof of rehabilitation must be submitted to our offices).

BANK ACCOUNT DETAILS: payments will be made directly into bank account, (please note should you need to change the banking details on

record during the administration process, an originally completed beneficiary form is to be resubmitted to our offices

with a covering letter confirming reasons for change as well as an original bank statement. (this is required for security

purposes)

NAME OF BANKING INSTITUTION:

ACCOUNT NUMBER:

BRANCH CODE:

TYPE OF ACCOUNT:

OUR SERVICES:

We can offer you the below listed fiduciary services. Please indicate whether we can assist you with any of the following:

YES NO 1. Drafting/reviewing your will - FREE:

2. Will Safe Custody - FREE:

3. Estate Planning - FREE:

Please consider the clauses that follow carefully as they limit Legatee Trust Services (Pty) Ltd liability and constitute an

assumption of risk by you.

I request Legatee Trust Services (Pty) Ltd (you) to act on instructions I send to you by post, telephonic or email message.

I acknowledge that it is not possible for you to check the authenticity of all messages that claim to come from me.

By signing this consent, declaration, and indemnity, I:

1. 1 agree that all email instructions, mandates, consents, commitments, resolutions, minutes of meetings and any

other documents, which claim to come from me (claimed instructions) will be treated as having been given by

me in the form received by you. The claimed instructions may, as a result of the malfunction of equipment, the

distortion of communication links and the like, be different to that intended or sent - and you will be bound by

them;

2. I renounce any right I may directly or indirectly have or obtain against you because of any loss or damage I

may suffer due to Legatee Trust Services (Pty) Ltd actions based on e-mail instruction; and I agree that

Legatee Trust Services (Pty) Ltd will be indemnified against any claims, letter of demand or action against

the company, or loss or damage suffered because of action taken in accordance with instructions. I agree

that Legatee Trust Services (Pty) Ltd will not be held liable for errors or delays in transmission, or any loss or

damage of whatsoever nature, because of Legatee Trust Services (Pty) Ltd consent to this arrangement,

other than loss occasioned by proven wrongful or deceitful action by employees of Legatee Trust Services

(Pty) Ltd;

3. I agree to the implementation of and adherence to any procedure and/or limitation placed on me from time to

time by you in respect of e-mail instructions to the company;

4. I agree that this indemnity will not be affected by any failure by Legatee Trust Services (Pty) Ltd to implement

any or sufficient procedures and limitations, or any failure to ensure that all such procedures are adhered to.

5. Privacy: I provide my express consent to Legatee Trust Services (Pty) Ltd to process my personal information

as defined in relevant legislation for purposes of providing fiduciary services (“the services”) and, where

necessary to forward this information to third parties to provide the services to me. I also consent to further

processing of my personal information in accordance with the terms stated herein.

I warrant that I have fully answered all questions and responded to requests for information truthfully and that I am not

aware of any other information that may be relevant.

___________________________________ _____________________

Signature of Beneficiary/Legatee/Guardian Date:

CONSENT, DECLARATION, AND INDEMNITY:

LTS INSURANCE MANDATE

ESTATE LATE:

BENEFICIARY FULL NAME AND IDENTITY NUMBER:

I, the undersigned, hereby select the following option regarding insurance of the estate assets/s.

OPTION A: Insurance to be taken out immediately by the Executor in respect of:

Immovable property/ies Vehicle/s

Firearm/s Furniture and Household Effects

Jewellery Other, please stipulate

OPTION B: No insurance of any kind to be taken out in respect of any estate assets as I have existing insurance cover on these assets and undertake to supply the executor with proof of insurance within 7 working days of signature herein.

OPTION C: No insurance of any kind to be taken out in respect of any of the estate assets and I hereby indemnify the Executor and/or Legatee Trust Services (Pty) Ltd against any claim for any loss or damage of any nature whatsoever should it carry out the instructions given to it in terms of this mandate. This indemnity includes any claim for any loss or damage of any nature whatsoever should I continue with my existing insurance over any of the estate assets (option B above) and I fail to renew or comply with any obligations by the insurance company.

Signed at this day of 2021___

___________________________________________ Signature of Beneficiary/Legatee/Guardian/Trustee

___________________________

Date

LIST OF CREDITORS:

ESTATE LATE:

BENEFICIARY FULL NAME AND IDENTITY NUMBER:

The following is to the best of my knowledge a complete list of creditors in the above estate, and the estimated amount

due to each creditor.

NAME OF CREDITORS REFERENCE/ACCOUNT NUMBER:

AMOUNT/ESTIMATED AMOUNT DUE

COVERED BY CREDIT LIFE(YES/NO)

Please note to provide us with copies of statements/emails/letters in respect of listed items above.

___________________________________

Signature of Interested Party

___________________________

Date

SPECIAL POWER OF ATTORNEY BY EXECUTOR

I, the undersigned, , Identity Number: , as Executor in the estate of the late acting by

virtue of Letters of Executorship No. granted to me on by the Master

of the High Court, do hereby appoint: Kogila Pillay, Identity Number:7608220102084 OR Rohit Ishvarlal Gordhan, Identity Number:8108085146085, Directors of Legatee Trust Services (Pty) Ltd with power of substitution, to be my Agent in the

Republic of South Africa in the said estate and on my behalf to manage and transact all the business of the estate with full power and

authority and, without derogation from the generality of the foregoing, to do any or all the following:

(i) take charge of all assets and documents of title bein`g the property of the estate.

(ii) obtain from any Insurance Company any bond of security (whether for my appointment as aforesaid or to secure payment

of any duties, taxes, or charges), arrange with such company for the countersignature as security of any bond and pay

any premiums or renewals due.

(iii) choose domicilium citandi et executandi (address for delivery of legal notices) on my behalf.

(iv) prepare, sign and lodge any inventory, liquidation and distribution account, statement of affairs, trading.

accounts, balance sheets, schedules, returns and affidavits for the purpose of assessing, calculating or

paying any taxes, duties, or fees of any nature or description.

(v) ask, demand, sue for, recover, and receive from any person all money now due or which shall or may at

any time become due, owing, or payable to the estate for any cause whatsoever and give or execute.

receipts and acquittances for same or any part thereof.

(vi) institute, defend, withdraw, or compromise any proceedings.

(vii) open current or savings accounts with banking or financial institutions, operate the same and make, draw, sign and endorse

cheques.

(viii) sell or dispose of by public auction, private treaty or tender any goods, effects, movables, or immovables in the estate and

sign all documents to effect transfer of any property or registration or cession or cancellation of any bond to be effected in

the Deeds Registry.

(ix) pay or satisfy all claims and demands and do all such acts as may be necessary concerning such claims or demands.

(x) represent, vote, consent, prove claims and act on behalf of the estate at any meetings of the directors or shareholders of

companies or of creditors or of persons interested in any other estate; and

(xi) administer, liquidate, and distribute the estate and perform all such acts, matters and things and sign and deliver all Deeds

and documents which in its discretion are deemed expedient or necessary in the management, disposal or conduct of the

estate or any part thereof.

The Agent will obtain the rights and obligation conferred upon the executor in terms of the Administration of Estates Act, 66 of 1965.

I grant this power of attorney upon the terms that my said Agent and any person substituted for it or acting on its behalf or under its

authority shall be and they are hereby absolved from any liability towards me or to the said estate or the beneficiaries thereof for any loss

or damage that may be suffered by reason of any error in judgement or oversight or any act or omission, negligent or otherwise, made or

done by it or any person substituted for it or acting on its behalf as aforesaid in the bona fide exercise of the mandate hereunder given,

and I indemnify it against all losses, costs, expenses, claims and demands arising out of or on account of the said mandate.

SIGNED AT THIS DAY OF 20 in the presence of the

undersigned witnesses.

AS WITNESSES:

1.

2.

SIGNATURE:

Executor

Executor

Documents

LIST OF DOCUMENTS NEEDED WHEN REPORTING A NEW ESTATE