Heading of L&D (deceased estate)

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  • Beancounter
    Bronze Member

    • Oct 2011
    • 140

    #1

    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?
    No good deed shall go unpunished - Oscar Wilde
  • helpwithdebt
    Email problem
    • May 2010
    • 24

    #2
    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"
    Help with debt
    http://www.helpwithdebt.co.za

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    • Beancounter
      Bronze Member

      • Oct 2011
      • 140

      #3
      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
      No good deed shall go unpunished - Oscar Wilde

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