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Forms from the Master’s Office

All forms, unless otherwise indicated, are Electronic PDF forms () and can be completed electronically, provided you have Acrobat Reader 7 or later installed.

DECEASED ESTATES

• J155 – Undertaking and acceptance of Master’s directions [44KB]
• J187 – Liquidation and distribution accounts in deceased estates lying for inspection GPW Form
• J190 – Acceptance of trust as Executor [224KB]
• J192 – Affidavit: Particulars of Next-of-Kin [122KB]
• J193 – Notice to Creditors in Deceased Estates GPW Form
• J243 – Inventory / CB47 [611KB]
• J262 – Undertaking and bond of security – By interim curator / executor / foreign executor / tutor / curator [44KB]
• J294 (Afrikaans) – Death Notice [85KB]
• J312 – Undertaking and bond of security – By curator / executor / foreign executor / tutor / curator [108KB]
• J468 – Undertaking and bond of security -By provisional liquidator(s) / liquidator(s) [16KB]
• JM33_42 – Section 42(2) – Application for Endorsement in terms of section 42(2) of the Administration of Estates Act: Section 42(2) paragraphs 1 to 6 and 12 [73KB]
• Affidavit/Declaration – Affidavit/Declaration [26KB]
• Declaration – Declaration of Subsisting Marriages [28KB]
• Estate Duty forms (such as the REV267 Estate Duty, REV 246, REV 268, REV 16, and REV 244 are available on the SARS website).
• Nomination Form – Nomination to Act as Executor or Master’s Representative (Letter of Nomination)
• Section 80 – Application for Endorsement in terms of section 80 of the Administration of Estates Act [57KB]
• Checklist for reporting deceased estates at the Durban Master’s Office

NOTE: The “Letter of Authority [Section 18(3)] – J170” & “Letter of Executorship [Section 13 & 14] – J238” must be obtained from the Office of the Master.

INSOLVENT ESTATES [LIQUIDATIONS]

• • J28 – Insolvent Estates, Companies Or Close Corporations Sequestrated Or Wound Up Provisionally GPW Form
  • J475 – Section 9(3) – Bond of security in terms of section 9(3) of the Insolvency Act 24 of 1936, 346(3) of the Companies Act 61 of 1973 read with section 66 of the Close Corporations Act, 69 of 1984 [82KB]
  • Affidavit providing required information for persons applying to be placed on the National List of Liquidators [376kb] Updated: 2017/03/20
  • Renewal Affidavit providing required information for persons applying to remain on the National List of Liquidators [357kb] Updated: 2017/03/20

TRUSTS

• J401 – Trust registration or amendment form [648kb]
• J405 – Acceptance of Auditor [137kb]
• J417 – Acceptance of Trusteeship [617kb, Amended 16/05/2017]
• Sworn Affidavit by Independent Trustee [187kb]
• J450 – Beneficiaries Declaration form [179kb]
• J262 – Undertaking and bond of security – By interim curator / executor / foreign executor / tutor / curator [44KB]
• JM46 – Application for Certified Copies [101KB]
  For the whole procedure, banking details, etc. – please see Method of payment of fees charged by the Master or Chief Master’s Directive 2017-03
• Payment of Master’s Prescribed Fee – Inter Vivos Trust – Annexure B (Circular 90/2017) [94KB]
• Affidavit of Non-Interest (for appointment as Trustee /Liquidator) to be used by all Liquidators as from 01 August 2019 [296kb] Updated: 2017/07/31
• JM21 – Testamentary trust requirements

TUTORS AND CURATORS

• J197 – Application for appointment as curator or tutor [44KB]
• J243 – Inventory [611KB]
• J295 – Notice of Curator and Tutor GPW Form
• J297 – Election of executors, curators, and tutors GPW Form
• J262 – Undertaking and bond of security – By interim curator / executor / foreign executor / tutor / curator
• J312 – Undertaking and bond of security – By curator / executor / foreign executor / tutor / curator [108KB]
• J344 – Undertaking and bond of security [33KB]
• J468 – Undertaking and bond of security -By provisional liquidator(s) / liquidator(s)[16KB]

GUARDIAN’S FUND

• J251 – Application for monies from the Guardian’s Fund [360KB]
• J251A – Foreign Application for monies from the Guardian’s Fund [314KB]
• J341 – Application for allowance or interest [112KB]
• J341A – Foreign Application for allowance or interest [115KB]
• Ceftu 3 – Bank & Personal details [29KB]
• Guardian fund affidavit form [42KB]
• Applications for maintenance/allowance from the guardians fund: information, requirements, and documentation needed [31KB]
• Application for allowance or interest  (person under disability) [40KB]
• Application for monies from guardians fund by the executor/representative [39KB]
• Application for monies from guardians fund by the liquidator/trustee [37KB]
• Application for refund of unclaimed monies by a Creditor [43KB]
• Assistance is required to purchase a motor vehicle from the guardians’ fund [47KB]
• Affidavit: payment not received (cheque) [34KB]
• Affidavit: payment not received (EFT) [35KB]
• Indemnity [33KB]
• Applications for monies from the guardians fund: information, requirements, and documentation needed [31KB]
• Application for payment of money from the guardian’s fund to the natural guardian for investment for and on behalf of a minor [31KB]
• Nature of assistance required from guardians fund, and how arrived at [54KB]

OTHER FORMS – Fees payable to the Master

• JM46 – Application for Certified Copies [101KB]
  For the whole procedure, banking details, etc. – please see Chief Master’s Directive 2017-03
• Assessment of Master’s Fees – Annexure A (Circular 68/2009) [88KB]
• Payment of Master’s Fees – Circular 70/2011
• Payment of Master’s Prescribed Fee – Inter Vivos Trust – Annexure B (Circular 90/2017) [94KB]. Also, view the ” Method of payment of fees charged by the Master” explanation.
• File Cover: Estates – J 34 [65KB]

* Forms not listed here should be obtained from your nearest Master’s Office