Estates
ADMINISTRATION AND DECEASED ESTATES
HOW TO REPORT AN ESTATE TO THE MASTER OR TO A SERVICE POINT OF THE MASTER

The reporting documents will differ slightly depending on the value of the estate and the type of appointment. If the value of the estate exceeds R250 000, letters of executorship must be issued and the full process prescribed by the Administration of Estate Act must be followed.

However if the value of the estate is less than R250 000, the Master may dispense with letters of executorship, and issue letters of authority in terms of section 18(3) of Administration of Estates Act, 66 of 1965. Letters of authority entities the nominated representative to administer the estate without following the full procedure set out in the Administration of Estates Act.


Reporting documents where the value of the estate exceeds R 250 000:

  • Complete Death Notice form (Download)
  • Certified copy of the Death Certificate
  • All original wills and codicils or documents purporting to be such (if any)
  • Next-of-kin Affidavit (Download)
  • Completed Inventory form (Download)
  • 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 decline the appointment.
  • Completed Acceptance of Trust as Executor forms (Download) (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)
  • Declaration Subsisting Marriages (Download)
  • Reporting Affidavit (Download)
  • Estate Duty (Download)
  • Certified copy of Marriage Certificate (if applicable)

Reporting documents where the value of the estate is less than R250 000:

  • Completed Death Notice form (Download)
  • Certified copy of the Death Certificate
  • Certified copy of Marriage Certificate/s (if applicable)
  • All original wills and codicils or documents purporting to be such (if any)
  • Next-of-Kin Affidavit (Download)
  • Completed Inventory form (Download)
  • List of creditors of deceased (if applicable)
  • Nominations by the heirs for the appointment of a Master’s Representative in the case of an intestate estate or where no executor has been, nominated in the will, or the nominated executor declines the appointment.
  • Undertaking and acceptance of Master’s directions form (Download) (in duplicate)
  • Declaration confirming that the estate has not already been reported to another Master’s office or Service Point of the Master.
  • Declaration Subsisting Marriages (Download)
  • Reporting Affidavit (Download)