When requesting us to wind up a deceased estate….
DOCUMENT |
COMMENT |
Identity document of deceased Original |
which will be handed back |
Identity document of nominated / proposed executor Original |
which will be handed back |
Death Certificate Original |
which will be handed back |
Last Will and Testament Original (if applicable) |
which will be handed back |
Marriage Certificate |
Copy |
Ante Nuptial Contract |
Copy |
Title deeds in respect of immovable property |
Copy, if available |
Insurance policies |
Original or copy |
Share certificate or other proof of shares |
Original or copy |
Motor vehicle registration document |
Original or copy |
Recent salary slip |
Original or copy |
Recent cheque account and other statements |
Original or copy |
Funeral costs (invoice and receipt) |
Original or copy |
The following documents will be needed:
If applicable, also copies of:
• Divorce order of deceased and heirs
• Lease agreements
• Life insurance policies
• Short term insurance policies
• Share certificates
• Financial statements i.r.o. partnership, company, or CC.
The forms to be completed will ask for the following information which may not be readily available:
• Name and particulars of employer
• List of assets with estimated values (contents of house, except for jewelry and cash, are to be lumped together under “furniture and household items”).
• Names and dates of birth of next of kin (spouse and children).
• Place of birth of deceased
• Name of predeceased spouse, as well as Master’s Office and estate number i.r.o. his/her estate and date of death.
• Names of parents of deceased
• Particulars of existing bond/s : the bondholder/s and account number/s
• Income tax number of deceased, and if applicable, VAT number
• List of debts/liabilities of deceased
Other information which we would like to have, if applicable:
• Name and address of medical fund and member no.
• Assets outside R.S.A.
• If deceased was involved in pending court case/s, at which court, case number and details of attorney.
• If deceased or heir was declared insolvent, date thereof and details of trustee.
• Divorce order of deceased and heirs
• Lease agreements
• Life insurance policies
• Short term insurance policies
• Share certificates
• Financial statements i.r.o. partnership, company, or CC.
The forms to be completed will ask for the following information which may not be readily available:
• Name and particulars of employer
• List of assets with estimated values (contents of house, except for jewelry and cash, are to be lumped together under “furniture and household items”).
• Names and dates of birth of next of kin (spouse and children).
• Place of birth of deceased
• Name of predeceased spouse, as well as Master’s Office and estate number i.r.o. his/her estate and date of death.
• Names of parents of deceased
• Particulars of existing bond/s : the bondholder/s and account number/s
• Income tax number of deceased, and if applicable, VAT number
• List of debts/liabilities of deceased
Other information which we would like to have, if applicable:
• Name and address of medical fund and member no.
• Assets outside R.S.A.
• If deceased was involved in pending court case/s, at which court, case number and details of attorney.
• If deceased or heir was declared insolvent, date thereof and details of trustee.
