Dit is gereeld verbasend vir ons as prokureurs om te sien hoeveel mense, wie se ander sake klaarblyklik behoorlik gereël is, testamente het wat 20, 30 jaar oud is of nie eers een het nie. Niemand dink uiteraard graag aan die dood. Gevolglik hou mense nie daarvan om oor hulle testament te praat nie. Dit […]
Read more...Category: Wills, Trusts and Estates
Wills, Trusts and Estates
Kan ek in my testament vervangende trustees vir my familie trust benoem?
Dit hang af van die bepalings van die trustakte. ‘n Trustakte sal dikwels bepaal dat die oprigter in sy of haar testament ‘n vervangende trustee vir homself of haarself kan benoem. Indien daar nie so ‘n bepaling in die akte is nie sal ‘n benoeming in die testament dus nie moontlik wees nie. U kan […]
Read more...Kan ‘n langslewende gade onderhoud van ‘n bestorwe boedel eis waar sy deur haar kinders ondersteun word?
Voordat die Wet op Onderhoud van Langslewende Gades, 27 van 1990 in werking getree het, het die langslewende gade geen eis teen die bestorwe boedel van haar gade vir onderhoud gehad nie. Die veronderstelling was gewees dat die langslewende gade in elk geval ingevolge die testament of die intestate erfreg genoeg sou erf. Dit gebeur egter […]
Read more...Kan ‘n eiendom, wat deur bedrog bekom is, behou word?
MEINTJIES NO V COETZER AND OTHERS 2010 (5) SA 186 Feite: 1. Die oorledene verly in 1993 ‘n testament ingevolge waarvan sy haar hele boedel in gelyke dele aan haar drie seuns vererf. 2. In 1998 verly sy ‘n verdere testament ingevolge waarvan sy sekere gedeeltes van haar plaasgrond aan elkeen van haar drie seuns […]
Read more...Is estate duty payable where the surviving spouse inherits everything?
No. In terms of section 4(q) of the Estate Duty Act the whole amount is exempted in such a case. You can complete a will instruction sheet here: Testament Instruksievel / Will Instruction Sheet
Read more...Is daar boedelbelasting betaalbaar waar die langslewende gade alles erf?
Nee. Ingevolge artikel 4(q) van die Boedelbelasting Wet is die hele bedrag vrygestel van boedelbelasting. U kan ‘n testamentinstruksievel hier voltoi: Testament Instruksievel / Will Instruction Sheet
Read more...Is a will drafted by someone else, but in accordance with your oral instructions, valid?
Section 2(3) of the Wills Act 7 of 1953 provides that the Court can accept a document which is drafted or executed by a person, who has since died, if the Court is satisfied that such a document was intended by such a person to be his or her will, although it does not comply […]
Read more...I am married out of community of property with the accrual system. How does the accrual system influence the drafting of my will?
Spouses, who are married out of community of property with the accrual system, should remember that the accrual claim should be applied and paid before the rest is inherited by the heirs. Where the testator or testatrix therefore, for example, would like the surviving spouse to receive 50% of the estate on the one hand […]
Read more...I am married in community of property. Do the assets of the surviving spouse also form part of the deceased estate?
Yes. Where spouses are married in community of property, there is only one joint estate containing all the assets and liabilities of the spouses. Where one of spouses therefore passes away, all the assets and liabilities will form part of the deceased estate and will have to be dealt with as part of the winding-up of the […]
Read more...I am married for a second time and have children from my first marriage. How can I provide for my children in my will land also leave something to my spouse?
The estate planner’s concern in such a case is normally that the surviving spouse will not properly look after his or her children and will also not nominate them as beneficiaries in his or her will. There is unfortunately no simple solution to cater for this problem, but several options can be considered. One is […]
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