This questionnaire contains all the information required by the Master’s office of South Africa to report a deceased estate. Once you’ve complete the form, we merge the information that you have provided into the template documents of the Master’s office, ready for you to print.
It contains a complete set of documents to report a deceased estate. Please be patient when you complete this form. Although it requires a lot of information, it is faster than completing all the records manually.
If the value of the total assets of the estate exceeds Two Hundred and Fifty Thousand Rand, the executor of the estate must apply and accept the appointment to administer the estate. This form does not apply to estates with an asset value of less than Two Hundred and Fifty Thousand Rand – you must then complete form J155.
The Next-of-kin-affidavit is a summary of the blood and adopted relatives of the deceased. This affidavit is required when the dead person passed without leaving a will. We do, however, suggest that you submit a Next-of-kin-affidavit in all circumstances, even if there is a will. If the Master, for some or over reason, determines that the last will is not valid, the Next-of-kin affidavit will come into play.
This affidavit is required to confirm that the deceased estate is not reported at another Master’s office as well. This form applies to all estates, regardless of the value of the estate.
When the estate’s total asset value is less than the prescribed amount (currently R250 000-00) the Master requires a list of creditors to verify the liabilities of the estate. The Master needs to determine if the estate is solvent or not.
You must list all the known creditors and submit copies of the invoices/vouchers together with this list.
Completing the Death Notice is a requirement for every deceased estate. The notice contains the primary details of the dead person like full names, surname, last known address, income tax number, and marital status.
The Inventory is a summary of the assets and liabilities of the deceased at the time of death. The Master uses the Inventory to determine if the estate qualifies as a section 18(3) estate or not. An inventory is a requirement for all deceased estates.
If the total asset value of the estate is less than Two Hundred and Fifty Thousand Rand, the Master will appoint an administrator to administer the estate in terms of section 18(3) of the Estates Act, 1966. The person who wishes to apply for such an appointment must complete this form.
This affidavit is required to confirm the marital status of the deceased at the time of death. This form applies to all deceased estates, regardless of the value of the estate.
When the deceased died without a will or nominated executor, this form is required. The people that have an interest in the estate can then nominate an executor to administer the estate.
Although this form is required when the deceased passed away without a will, we propose that you complete and sign this form in all circumstances. If the nominated executor can, for some or other reason, not take up the appointment, you will need this form.
It is in your interest to complete the required forms correctly. If you do not know the answer to a question, do not leave it blank – type “unknown.” If a specific field does not apply, type “not applicable.” Incomplete forms can cause an unnecessary delay in the finalization of the administration process.
To read more on the general requirements to report a deceased estate, visit our blog: How to report a deceased estate at the Master’s Office.