DOCUMENTS REQUIRED BY THE EXECUTORS Attorney, Bank, Accountants
- ORIGINAL Death Certificate and identity document of deceased
- Copy of Will of deceased
- Marriage certificate and ante nuptial contract where applicable/divorce order
- Copy of first page of surviving spouse's identity document
- Full names and addresses of the heirs, and copies of the first page of their identity documents
- Original Title deeds of fixed property/Certificate of Registered Sectional Title
- Estimated valuation of the property as at date of death (Appraiser will be sent out by your Executor to do an evaluation for Estate purposes)
- Bond holders: Name, address and account number
- Television license
- Electricity deposit receipt or paid electricity account
- Rates reference number/Body corporate address and account number
- Short term insurance: copy of contract or name of company and policy number
- All investments, savings and cheque accounts, insurance policies or policy numbers in name of the deceased and the surviving spouse where they were
- married in community of property
- All share certificates and unit trust certificates
- Details of firearms held by the deceased (copies of licenses) and if possible valuations of the firearms by a dealer
- Motor vehicle logbook and if possible a valuation by a dealer, of all motor vehicles, trailers, motorbikes, boats, etc.
- If the deceased was still working, address and salary number of employee
- Pension Fund address and membership number
- Surviving spouse's employer name and address
- All accounts due to be paid by the deceased
- Funeral director -name and address
- Income tax reference number and office and copy of last return if possible
- Where there was a predeceased spouse, full names, date and place of death and if possible copies of death certificate and will.
Once his/her appointment has been confirmed
- Collect all assets and take steps to preserve them.
- Pay debts and funeral expenses.
- Pay any applicable death duties and taxes.
- Lodge a final income tax return and obtain a clearance to date of death from the South African Revenue Services.
- Distribute assets to beneficiaries, either by transfer, or by sale of assets and distribution of monies realised.
- Invest funds in authorised trusts on behalf of minors and make payments for their benefit.
- Keep property held in trust (e.g. for the life of a beneficiary) in good repair, insured and covered for rates and taxes.
- Act impartially and in the best interests of all beneficiaries.
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