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Thread: Heading of L&D (deceased estate)

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    Bronze Member Beancounter's Avatar
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    Heading of L&D (deceased estate)

    The spouses were married in community of property and had a joint will. The surviving spouse inherited everything.

    When drafting the L&D, is it referred to as the JOINT estate or the MASSED estate of XYZ?

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    Junior Member helpwithdebt's Avatar
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    As far as I know it does not matter how you are married, the file at the Masters Office will still be registered as "deceased estate or late estate"

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    Bronze Member Beancounter's Avatar
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    The heading is actually very important to get right. Paragraph 5 of the Administration of Estates Regulations is very specific about this. If not, the Master rejects the L&D and if you use an agent to drop it off, it costs you time and money to have it delivered again. I did some further research and finally indicated that it was a JOINT estate. The Master accepted the L&D on the first submission. Very impressed I must say. Not even a niggly little query about documents "not supplied" that you actually did supply but they were too lazy to look properly

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