How to report an Estate that exceeds R250,000 to the Master 

The reporting documents will differ slightly depending on the value of the estate and the type of appointment required.

If the value of the estate exceeds R250 000, letters of executorship must be issued and the full process prescribed by the Administration of Estates Act must be followed.

Reporting documents where the value of the estate exceeds R250 000

  • Completed Death Notice (afr or eng) form – J294 (pdf)
  • Original or certified copy of the Death Certificate
  • Original or certified copy of Marriage Certificate (if applicable)
  • All original wills and codicils or documents purporting to be such (if any)
  • Completed Next-of-Kin Affidavit – J192 (if the deceased did not leave a valid will)
  • Declaration of Marriage by the Surviving Spouse indicating how the deceased was married
  • Completed Inventory form – J243, showing all the assets of the deceased
  • Nominations by the heirs for the appointment of an executor in the case of an intestate estate or where no executor has been nominated in the will, or the nominated executor declines the appointment.
  • Completed Acceptance of Trust as Executor (eng) forms – J190 in duplicate by the person(s) nominated as executor(s)
  • Undertaking and bond of security – J262 (unless the nominated executor has been exempted from furnishing security in the will, or is the parent, spouse or child of the deceased)
  • Certified copy of the ID of the person to be appointed as Executor.
  • Note the “Letter of Executorship” must be obtained from the Office of the Master.

The above-mentioned reporting documents must be posted to, or handed in at the Master’s Office.   Faxed reporting documents are not acceptable.

Master of the High Court: Deceased Estates

Ref: http://www.justice.gov.za/master/m_deseased/deceased_how.html

Published On: May 29th, 2018 / Categories: Estates / Tags: /

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