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...Category: Wills, Trusts and Estates
Wills, Trusts and Estates
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 […]
Read more...How do I use a family trust for estate planning?
Two types of family trusts are most commonly used for estate planning, namely the inter vivos trust and the trust mortis causa or testamentary trust. The inter vivos trust is formed and registered whilst the donor is still alive as opposed to the testamentary trust that is created in terms of a will of the […]
Read more...Ek is vir ‘n tweede keer getroud en het kinders uit my eerste huwelik. Hoe kan ek vir die kinders in my testament sorg en ook iets aan my gade nalaat?
Die erflater se bekommernis in so ‘n geval is normaalweg dat die langslewende gade nie behoorlik na sy of haar kinders sal omsien nie en hulle ook nie as erfgename in sy of haar testament sal benoem nie. Ten einde hierdie probleem aan te spreek is daar ongelukkig nie ‘n eenvoudige oplossing nie, maar kan […]
Read more...