letters of administration - supreme · pdf filethe validity of a will of a deceased person,...
TRANSCRIPT
2
CONTENTS
Introduction 3
Overview of process 5
Completing and signing application documents 7
Filing your application 13
Fees 15
Legal resources 16
Contacting the probate registry 18
Sample forms 20
3
INTRODUCTION__________________________________________________________
The Supreme Court of Tasmania
The Supreme Court of Tasmania has jurisdiction in Tasmania to make orders in relation to
the validity of a will of a deceased person, the appointment of an Executor or an
Administrator, and the administration of deceased estates.
The Probate Registry
The Probate Registry deals with all applications for grants of Probate and Letters of
Administration of deceased estates in Tasmania. It is responsible for determining, on
application for a grant of probate or letters of administration, what document or documents
constitute the last will of the deceased and/or who may be entitled to be the personal
representative of the deceased, with power to deal with the estate of the deceased.
Deceased estates
When a person dies leaving assets in Tasmania, somebody (usually the Executor of the
person’s will) has to deal with the person’s estate (e.g. manage and distribute).
If you are named as executor in someone’s will, and you accept this responsibility, then you
must carry out the terms of their will when they die. This is known as administering their
estate. The first step is to apply for a grant of probate. This is the court’s official
recognition that the will is legally valid and that you have the authority to deal with the
estate.
Generally this will involve:
Identifying and collecting in all assets of the deceased;
Paying any outstanding debts and necessary expenditure such as funeral expenses;
and
Distributing the estate to the persons entitled to it.
However, if:
the deceased did not leave a Will;
the Executor named in the Will cannot take up the role; or
there is a Will but an executor is not named in it;
a lawfully entitled person may apply to the Court for a Grant of representation.
4
Grants of representation
A Grant of probate or letters of administration are legal documents issued under the Seal of
the Court which enables the person(s) named as Executor(s) or Administrator(s) to deal
with the assets held by the deceased in Tasmania. It allows money of the deceased held in
banks or other financial institutions to be collected and property to be sold or transferred
and debts to be paid. The Grant is proof, that the person named in the Grant is entitled to
collect and distribute the estate of the deceased.
The most common grants of representation issued by the Court
Probate
Probate is the process of officially proving the validity of a will as being the last will of the
deceased. A Grant of Probate is issued when the deceased’s last will and testament is
proved by one or more Executors named in the will. For further information please refer to
the Information Kit for Probate.
Letters of Administration (with the will annexed)
This is generally granted when the deceased has left a valid Will but the person named as
Executor cannot or will not apply for a Grant. The Grant will generally be made in favour of
the person who has priority to administer the estate, as set out in Probate Rule 21
Letters of Administration
If a person dies without a Will or any Will made is not valid, the Court may issue a Grant of
Letters of Administration. In most instances the Grant is made to the next of kin of the
deceased, as set out in Probate Rule 22.
5
OVERVIEW OF PROCESS__________________________________________________
This Information Kit can be used as a guide on how to apply for a grant of probate. The
Information Kit is not intended to be a substitute for legal advice but as a basic guide to the
application process. It is recommended that when applying to obtain a grant of probate that you contact the Law Society of Tasmania on 6234 4133 or by visiting their webpage
http://lst.org.au/ if you wish to seek legal advice.
Applying for a grant
1. Read this Information Kit.
2. Visit our website http://www.supremecourt.tas.gov.au/probate_and_administration.
3. Download and complete the following application forms:
a. For Letters of Administration (with the Will annexed):
i. Notice of Intention to apply for Letters of Administration (Form I)
ii. Administrators Oath (with the Will annexed) (Form XXV)
iii. Short Form Affidavit (IIIA)
iv. Administrators Bond (IV) if the deceased died prior to 13 October
2015
b. For Letters of Administration:
i. Notice of Intention to apply for Letters of Administration (Form 1)
ii. Administrators Oath (XXII)
iii. Short Form Affidavit (Form IIIA)
iv. Administrators Bond (IV) if the deceased died prior to 13 October
2015
Visit http://www.supremecourt.tas.gov.au/probate_and_administration/procedure to
download the application forms in Word format (which will allow you to modify the
forms before printing them out). See also the sample forms at page 20 onwards.
4. Obtain the necessary supporting documents:
a. covering letter (including postal address, email and telephone number);
6
b. original Will (if appropriate) (do not remove staples or bindings at any time);
c. double-sided photocopy of the Will (if appropriate) (please do not staple
this);
d. original Record of Death (Death Certificate);
Note: other supporting documents may be required, for example: a certified copy of
the deceased’s divorce certificate or marriage certificate or further affidavits;
5. Lodge the forms and supporting documents at the Supreme Court Probate Registry.
7
COMPLETING AND SIGNING APPLICATION DOCUMENTS___________
Tips for completing your application documents:
1. The application documents, including the Oath and Short Form Affidavit must be typed, not handwritten.
2. If the deceased died before 13 October 2015 the applicant must be a resident of
Tasmania in order to apply. If the deceased died on or after 13 October 2015 a
non-resident of Tasmania has the right to apply for a grant.
3. The applicant must be aged 18 years or more.
4. The applicant must advise whether or not there is a minor who has an interest in the
estate. Full details of any minor must be included in the oath e.g. full name, address
and age. If there is a minor, the application for a grant must be made by at least two
people.
5. If you are making an application for Letters of Administration, where there is no will,
the Registry requires the Administrators Oath to contain evidence about the
applicant’s search for a will. At a minimum, the applicant must state in paragraph 3
of the Oath that:
a. They have made or caused to be made a search of the deceased’s home and
personal papers for a Will and did not find a Will;
b. They have made or caused to made enquiries with the Public Trustee and
Tasmanian Perpetual Trustees Limited to see if they hold a Will for the
deceased and have been advised that they do not;
c. They have placed or caused to be placed an notice in the Tasmanian Law
Weekly (administered by the Law Society of Tasmania – who can be
contacted on (03) 6234 4133) asking if any Tasmanian law firms hold a Will
for the deceased and have received no response to the notice; and
d. Details of any other enquiries that the applicant has undertaken that would
be reasonable in the circumstances.
6. The true legal name of the deceased should be used and consistent across the
documents. If it is not, the discrepancy must be explained in the application
documents.
For example, if the name of the deceased appears as JOE BLOGGS in the
Will but as JOE JIM BLOGGS in the Record of Death, then it should be
stated in the application documents, wherever the name of the deceased
appears: “JOE JIM BLOGGS (in the Will called JOE BLOGGS)”.
8
7. The date of death should be consistent across the documents. If it is not, the
discrepancy must be explained in the application documents. The exact date of
death, where it is known, must be stated in the application documents. If the date of
death is uncertain the application documents should recite two dates.
For example: “...died between 14 January 2015 and 16 January 2015”.
8. If you are making an application for Letters of Administration (with the Will
annexed) and an Executor is named in the Will, that Executor must be ‘cleared off’,
in the Oath, by the Administrators who are applying.
If an Executor is deceased:
For example: “…the sole executor named in the said Will and the deceased’s
eldest son, JEFFREY BLOGGS predeceased the deceased on 5 May 1984; that
we are the only other sons of the said deceased and the only ultimate
residuary beneficiaries named in the said Will.”
If an Executor does not wish to apply, or is unable to apply:
For example: “…the sole executor named in the said Will and the deceased’s
accountant, JAMES SMITH, renounced all his right, title and interest to
Probate and Letters of Administration of the said deceased; that we are the
only sons of the said deceased and the ultimate residuary beneficiaries named
in the said Will.””.
9. It is common for more than one person to be lawfully entitled to apply as
Administrator. In these circumstances, all persons with an equal right to apply, who
wish to accept the role, must apply for the grant. However, only a maximum of 4
people can apply for a grant.
If an administrator is deceased they must be “cleared off”, in the Oath, by the
Administrators who are applying.
For example in paragraph 5 of the Oath: “There is no prior or equal right for
the grant of letters of administration in the state of Tasmania of the
deceased; the deceased did not have a spouse within the meaning of the
Intestacy Act 2010; the deceased had two children; I am a child of the
deceased; the deceased only other child, JEFFREY BLOGGS predeceased the
deceased on 5 May 1984.”
An administrator who does not wish to apply, or is unable to apply, must also be
“cleared off”, by the Administrators who are applying.
For example in paragraph 5 of the Oath: “There is no prior or equal right for
9
the grant of letters of administration in the state of Tasmania of the
deceased; the deceased did not have a spouse within the meaning of the
Intestacy Act 2010; the deceased had two children; I am a child of the
deceased; the deceased only other child, JEFFREY BLOGGS renounced all his
right, title and interest to Letters of Administration of the said deceased.”
The executor who does not wish to apply must also complete and sign a document
stating that they renounce their right to be an executor under the will (or they
reserve leave to apply for probate at a later date). The original Renunciation or
Notice to Reserve Leave must be filed with the application documents.
The Registrar will not issue a grant until all the executors are accounted for.
Renunciation:
http://www.supremecourt.tas.gov.au/practice_and_procedure/forms/forms_a-z/r
Notice to Reserve Leave:
http://www.supremecourt.tas.gov.au/practice_and_procedure/forms/non_prescribed
The administrator who does not wish to apply must also complete and sign a
document stating that they renounce their right to be an administrator (or they
consent to the other administrator making application). The original Renunciation
or consent must be filed with the application documents.
The Registrar will not issue a grant until all the administrators with a prior or equal
right to apply are accounted for.
Renunciation:
http://www.supremecourt.tas.gov.au/practice_and_procedure/forms/forms_a-z/r
Consent:
http://www.supremecourt.tas.gov.au/practice_and_procedure/forms/forms_a-z/r
10. The marital status of the deceased should be consistent across the documents. The marital status of the deceased, as at date of death, is significant. Divorce and
marriage can have consequences on the validity of the deceased’s Will depending on
the date they occurred:
Divorce:
If the deceased was divorced before 1 March 2009, and the Will was made prior to
the divorce, then the Will is totally revoked (unless the Will states that it is being
made in contemplation of that divorce).
If the deceased was divorced after 1 March 2009, the Wills Act 2008 states that any
10
Will in existence at the time the marriage ended is altered by that divorce (unless
the Will states that it is being made in contemplation of divorce). In these
circumstances, the will is taken to be altered as follows:
any bequest to the deceased’s former spouse is revoked;
the appointment of the former spouse to a position as executor, trustee or
guardian or any other position of power is revoked unless the position is
exclusively in favour of the children of the relationship.
Marriage:
If the deceased married before 1 March 2009, and the deceased’s Will was made
prior to that date, and the testator has married after executing that Will, then the
Will is revoked in full upon marriage (unless the Will states that it is being made in
contemplation of that marriage).
If the deceased married after 1 March 2009 any Will is revoked upon marriage
(unless the Will states that it is being made in contemplation of that marriage).
However, the following are not revoked:
a bequest to the spouse to whom the deceased was married at the time of death;
or
any appointment of the spouse as an executor, trustee or guardian.
The above rules concerning divorce and marriage apply in the same manner to any
personal relationship which was registered under the Relationships Act 2003, or
which was later revoked.
11. Completing the inventory marked “A” annexed to the Short Form Affidavit
a. The affidavit refers only to assets that are in Tasmania. Therefore only
Tasmanian assets and liabilities should be listed in the inventory.
Note: an application for Probate to administer estate assets in another State or
Territory or overseas may require a Probate application in that place or a reseal of
the Tasmanian Grant in that place;
b. The assets and liabilities listed should be either solely owned by the deceased,
or held as tenants in common.
If assets are listed that are owned by the deceased as a tenant in common,
the deceased’s share in the property should be specified.
e.g. “1/2 share in property at 1 Smith Street, Smithfield, Tasmania as tenant in
common in equal shares”
11
c. The inventory should include sufficient detail of the assets for proper
identification.
e.g. bank account numbers should be provided.
d. Superannuation or life insurance should only be listed in the inventory if the
funds are to be paid to the estate.
If Superannuation or life insurance is to be paid to a beneficiary under a
binding nomination, or at the trustee of the superfunds discretion, such funds
should not be listed in the Inventory of the Short Form Affidavit.
If you are not sure if the funds are to be paid to the estate, please contact the
relevant superannuation fund or life insurance company for clarification.
Signing your application documents:
12. In the case of an application for Letters of Administration (with the Will annexed),
before you arrange to sign the documents the following exhibit clause must be
handwritten on the back of the original Will:
This is the paper writing referred to in the Administrators Oath of ………………
[insert name of Administrator] sworn before me this …. day of ………20…..
…………………………………. ……………………..
Justice of the Peace/Solicitor Administrator
DO NOT make any other alterations to the Will, this includes:
stapling documents to the Will; or
removing staples from the Will.
If the Registrar believes that the Will has been altered in any way (including removing
pages from it) you may be required to file additional affidavits to prove that it has not
been tampered with or the Registrar may refuse to issue a Grant and an application
to a judge may be required.
13. Before you arrange to sign the documents please also ensure that the following
annexure clause is handwritten on the proof or original Notice of Intention:
This is the annexure marked “A” referred to in the Administrators Oath of
……………… [insert name of Administrator] sworn before me this …. day of
………20…..
…………………………………. ……………………..
Justice of the Peace/Solicitor Administrator
12
14. The jurat (signature section) of the document must be completed with the place of
signing and the date of signing.
15. The exhibit clause on the Will and the annexure clause on the inventory page
annexed to the Short Form Affidavit must be dated the same day as the jurat
(signature section).
16. The Administrators Oath and Short Form Affidavit must be signed in the presence of
a Justice of the Peace or Solicitor.
17. The Administrator and witness must sign the jurat (signature section) of the
Administrators Oath and Short Form Affidavit and also the exhibit clause and
annexure clauses.
18. If an Administrator’s Bond is required, the Administrator must sign in documents in
the presence of a Justice of the Peace and ensure the Bond is witnessed by the same
person who witnesses the Administrator’s Oath;
Finding a Justice of the Peace
You can locate a Justice of the Peace by contacting the Legal Aid Commission on 1300 366
611 or by visiting http://www.tsjpi.asn.au/find.html.
Note: a Justice of the Peace will often be available at the Probate Registry or at other
Supreme Court Registries around the state.
13
FILING YOUR APPLICATION DOCUMENTS_______________________________
Letters of Administration (with the Will annexed) application checklist
DOCUMENT
1. Covering letter
2. Administrators Oath (with the Will annexed)
(Form XXV)
3. Notice of intention to apply (Form 1)
4. Original Will
5. Double-sided photocopy of the Will
6. Original Record of Death (Death Certificate)
7. Short Form Affidavit (Form IIIA)
8. Administrators Bond (Form IV) (if the deceased
died prior to 13 October 2015)
Letters of Administration application checklist
DOCUMENT
1. Covering letter
2. Administrators Oath (Form XXV)
3. Notice of intention to apply (Form 1)
4. Original Record of Death (Death Certificate)
5. Short Form Affidavit (Form IIIA)
6. Administrators Bond (Form IV) (if the deceased
died prior to 13 October 2015)
14
You can file your application in person, by attending at the Probate Registry at the Supreme
Court of Tasmania. Alternatively your application may be posted to:
Probate Registry Supreme Court of Tasmania
GPO Box 167
HOBART TAS 7001
It is recommended that you send your application via registered post to increase the chance
of secure delivery.
Certified copies
Please note that once filed the original Will and Record of Death will be retained by the
Probate Registry as part of its official records.
You may wish to arrange for certified copies of both documents to be made before filing.
15
FEES______________________________________________________
Filing and other fees apply to all applications in the Probate registry.
The fees are available on our website at: http://www.supremecourt.tas.gov.au/probate_and_administration/probate_fees
The filing fee may be paid either at the time of making the application or alternatively, once
the grant has been signed by the Registrar, a letter will be sent to the applicant requesting
payment.
It is only once payment has been received by the Registry that the grant will be posted to
you.
Payment can be made by:
Cash
Please ensure that cash is hand delivered.
Money order, bank or firm cheque (made payable to the Supreme Court of
Tasmania)
Please ensure that money orders or cheques are either hand delivered or posted to:
Probate Registry
Supreme Court of Tasmania
GPO Box 167
HOBART TAS 7001
Credit card
Please attend at the Probate Registry to pay by credit card or alternatively call us on (03)
6165 7456 or (03) 6165 7434 or email us at [email protected].
Electronic funds transfer (EFT)
Please ensure that, if paying by EFT, remittance advice is emailed to:
Our details are:
Bank: Westpac
Account Name: Department of Justice Operating Account
BSB: 037-001
Account Number: 267793
Reference: the deceased’s name
16
LEGAL RESOURCES_______________________________________________________
Further information about probate applications is available on our website
http://www.supremecourt.tas.gov.au/probate_and_administration. The following are links to
relevant legislation, rules and court forms:
Administration and Probate Act 1935
Probate Rules
Who is entitled to apply for Letters of Administration (with the Will
annexed) and the order of priority is set out in Probate Rule 21.
Who is entitled to apply for Letters of Administration and the order of priority is set out in Probate Rule 22.
21 Priority of right to grant, where will (amended by SR 2012 No 59) Where the deceased died leaving a will, the priority of right to a grant of administration with the will annexed where
there is no executor who proves shall be as follows: a) residuary legatees or devisees in trust; b) residuary legatees or devisees for life;
c) ultimate residuary legatees or devisees, or, where the residue is not wholly disposed of, the person entitled upon an Intestacy;
d) the legal personal representative of persons indicated in paragraph (c);
e) legatees, or devisees, or creditors; f) contingent residuary legatees, or devisees, or contingent legatees or devisees, or persons having no interest in
the estate who would have been entitled to a grant had the deceased died wholly intestate;
g) the Crown.
22 Priority of right to grant where no will (substituted by SR 2010 No 157 on 1 January 2011)
(1) In this rule – “spouse” has the same meaning as in the Intestacy Act 2010.
(2) Where a person has died wholly intestate, the priority of right to a grant of administration is to be as follows:
a) a spouse of the deceased;
b) children of the deceased; c) the issue of any child of the deceased, if –
a. the child of the deceased has failed to survive the deceased person; and b. the issue is entitled to a share of the deceased person’s estate taking per stirpes;
d) parents of the deceased; e) brothers and sisters of the deceased, whether or not they share one or both parents; f) the issue of any brother or sister of the deceased, if –
a. the brother or sister has failed to survive the deceased person; and b. the issue is entitled to a share of the deceased person’s estate taking per stirpes;
g) grandparents of the deceased;
h) aunts and uncles of the deceased; i) the issue of any aunt or uncle of the deceased, if –
a. the aunt or uncle has failed to survive the deceased person; and
b. the issue is entitled to a share of the deceased person’s estate taking per stirpes; j) the State; k) creditors of the deceased.
(3) A person is not entitled to a grant of administration unless he or she has survived the deceased person according to the rules of survivorship within the Intestacy Act 2010.
(4) For the purposes of a priority of right to a grant of administration under this rule, an adopted child and his or her family relationships are to be determined in accordance with section 10 of the Intestacy Act 2010.
17
Supreme Court Rules 2000, Part 32, Division 6
Intestacy Act 2010
Probate Forms
Testators Family Maintenance Act 1912
Wills Act 2008 Will Act 1992 (as at 28 February 2009)
Please note that the probate registry cannot give legal advice.
18
CONTACTING THE PROBATE REGISTRY_________________________________
Before contacting the Probate Registry it is recommended that you read this Information
Kit.
Applicants are responsible for ensuring that all paperwork is complete and accurate before
lodging it with the Court.
If you are having difficulties with your application then you should seek legal advice from a
lawyer.
Staff:
Assistant Deputy Registrar
Probate Supervisor
Probate Registry Administration Officer
Opening hours:
9 am – 4:30 pm
Monday – Friday
Location:
Probate Registry
Supreme Court of Tasmania
5 Salamanca Place
Hobart Tasmania
19
Telephone number:
General Enquiries 1300 664608
International telephone calls: + 61 3 followed by the last eight digits of the number.
Postal Address:
Probate Registry
Supreme Court of Tasmania
GPO Box 167
HOBART TAS 7001
Email Address:
20
SAMPLE FORMS_________________________________________________________
The following sample application forms are attached in the following pages:
Letters of Administration (with the Will annexed)
1. Notice of Intention to apply for Letters of Administration (Form I);
2. Administrators Oath (with the Will annexed) (Form XXV);
3. Short Form Affidavit (IIIA); and
4. Administrators Bond (IV) if the deceased died prior to 13 October 2015
Letters of Administration
1. Notice of Intention to apply for Letters of Administration (Form I);
2. Administrators Oath (Form XXII);
3. Short Form Affidavit (IIIA); and
4. Administrators Bond (IV) if the deceased died prior to 13 October 2015
21
LETTERS OF ADMINISTRATION (WITH THE WILL ANNEXED)
FORM I
Administration and Probate Act 1935
NOTICE OF INENTION TO APPLY FOR LETTERS OF ADMINISTRATION
Notice is hereby given that, after the expiration of 14 days from the publication
hereof, application will be made to the Supreme Court of Tasmania in its Ecclesiastical
Jurisdiction that letters of administration of the estate of JOE BLOGGS of 12 Smith Lane
Smithfield Tasmania, fisherman/single, deceased, intestate, may be granted to JIM
BLOGGS of 45 William Street Williamstown Tasmania, teacher/married the son of the
said deceased.
Dated this 1st day of February 2017
[Signature of Applicant or his Solicitor]
22
FORM XXV
Administration and Probate Act 1935
ADMINISTRATOR'S OATH (WITH THE WILL ANNEXED)
In the Supreme Court of Tasmania, Ecclesiastical Jurisdiction.
In the estate of JOE BLOGGS of 12 Smith Lane Smithfield Tasmania, fisherman/single,
deceased.
I, JIM BLOGGS of 45 William Street Williamstown Tasmania, teacher/married, make
oath and say that;
I believe the paper writing now produced to and signed by me to contain the true and
original last will and testament of JOE BLOGGS of 12 Smith Lane Smithfield Tasmania,
fisherman/single, deceased, who died on the who died on the 30th day of June 2015 at
Hobart in Tasmania;
that the said deceased did not in his said will name any executor;
that no minority or life interest arises under the said will;
that I am the son of the said deceased and the residuary legatee named in the said will;
that I hereby make application for the grant of letters of administration of the estate in the
State of Tasmania of the said deceased;
that notice of intention to make this application, a true copy of which is hereunto annexed
and marked “A”, was duly published in the Gazette on 1st day of February 2017 and in the
Mercury newspaper on the 1st day of February 2017;
that I will administer according to law all the estate which by law devolves to and vests in
the personal representative of the said deceased;
that I will exhibit a true and perfect inventory of the said estate, and render a just and true
account thereof whenever required by law so to do;
and that the short form affidavit lodged herewith fully sets forth the assets and liabilities of
the said estate.
Sworn by JIM BLOGGS )
At WILLIAMSTOWN in TASMANIA )
This 16th day of February 2017 ) ………………………………………
Signature of person sworn
23
Before me ………………………………………
Signature of witness
………………………………………
Justice of the Peace/Solicitor (details)
24
Form IIIA
Administration and Probate Act 1935
SHORT FORM AFFIDAVIT
In the Supreme Court of Tasmania,
Ecclesiastical Jurisdiction.
In the estate of JOE BLOGGS of 12 Smith Lane Smithfield Tasmania, fisherman/single,
deceased.
I, JIM BLOGGS of 45 William Street Williamstown Tasmania, teacher/married make
oath and say that:
1. That the said JOE BLOGGS of 12 Smith Lane Smithfield Tasmania,
fisherman/single, deceased died on the 30th day of June 2015 at Hobart in
Tasmania aged 78 years.
2. That the Inventory annexed hereto signed by us and marked "A” contains true
statements of all and singular the real and personal estate in Tasmania of or to which
the above named deceased was at the time of his death possessed or entitled, and
that after due inquiry we believe that the values set forth in the Inventory are fair
and reasonable at the date of swearing this affidavit and that the liabilities therein
stated are justly due thereon.
3. That in the event of the discovery of any additional assets or amounts we will advise
the Registrar.
Sworn by JIM BLOGGS )
At WILLIAMSTOWN in TASMANIA )
This 16th day of February 2017 ) ………………………………………
Signature of person sworn
Before me ………………………………………
Signature of witness
………………………………………
Justice of the Peace
25
“A” This is the Inventory marked "A" referred to in the annexed Affidavit of JIM BLOGGS sworn before me on
the 16th day of February 2017
………………………………… …………………………………
Signature of person sworn Signature of Justice of the Peace
In the Estate of JOE BLOGGS of 12 Smith Lane Smithfield Tasmania/fisherman,
single, deceased.
Inventory
Assets Value ($)
Commonwealth Bank account #0000 0000 $200,000.00
Toyota Ute 2010 model registration #0000 $5,000.00
40 AMP shares at $30.00 per unit (as at date of death) $1,200.00
RBF superannuation (payable to the estate) $120,000.00
Property at 3 Jones Street, Smithfield Tasmania
(Certificate of Title #0000/00)
(as per government valuation)
$185,000.00
Total $511,200.00
Liabilities Value ($)
Commonwealth Bank credit card #0000 0000 $9,500.00
Total $9,500.00
Net Total $501,700
26
Form IV
Administration and Probate Act 1935
ADMINISTRATORS BOND
In the Supreme Court of Tasmania,
Ecclesiastical Jurisdiction.
Know all me, by these presents, that I, JIM BLOGGS of 45 William Street Williamstown
Tasmania, teacher/married am jointly and severally bound unto the Registrar of the
Supreme Court of Tasmania, in the sum of Five Hundred and Eleven Thousand Two
Hundred dollars ($511,200.00) of good and lawful money, to be paid to the said Registrar,
for which payment well and truly to be made I bind myself, for the whole, our executors
and administrators, firmly by these presents.
Sealed with my seal
Dated the 16th day of February 2017
The condition of this obligation is such that, if the abovenamed JIM BLOGGS of 45
William Street Williamstown Tasmania, teacher/married, the lawful son and only person
entitled to the estate of JOE BLOGGS of 12 Smith Lane Smithfield Tasmania,
fisherman/single, deceased, who died on the 30th day of June 2015, and the intended
administrator of all the estate which by law devolves to and vests in the personal
representative of the said deceased, does, when lawfully called on in that behalf, make, or
cause to be made, a true and perfect inventory of the said estate which has or shall come to
the hands, possession, or knowledge of the said intended administrator, and the same so
made does exhibit, or cause to be exhibited, into the Registry of the Supreme Court of
Tasmania, whenever required by law so to do: And the said estate does well and truly
administer according to law, and further does make, or cause to be made, a just and true
account of his administration, whenever required by law so to do.
Signed, sealed and delivered by
the within-named JIM BLOGGS ……………………………………..
in the presence of Signature of Administrator
…………………………………….. Signature of Justice of the Peace
LETTERS OF ADMINISTRATION
FORM I
Administration and Probate Act 1935
27
NOTICE OF INENTION TO APPLY FOR LETTERS OF ADMINISTRATION
Notice is hereby given that, after the expiration of 14 days from the publication hereof, application will be made to the Supreme Court of Tasmania in its Ecclesiastical
Jurisdiction that letters of administration of the estate of JOE BLOGGS of 12 Smith Lane
Smithfield Tasmania, fisherman/single, deceased, with the will annexed, may be granted
to JIM BLOGGS of 45 William Street Williamstown Tasmania, teacher/married the
son of the said deceased.
Dated this 1st day of February 2017
[Signature of Applicant or his Solicitor]
FORM XXII
Administration and Probate Act 1935
ADMINISTRATOR'S OATH
28
In the Supreme Court of Tasmania,
Ecclesiastical Jurisdiction.
In the estate of JOE BLOGGS of 12 Smith Lane Smithfield Tasmania, fisherman/single,
deceased.
I, JIM BLOGGS of 45 William Street Williamstown Tasmania, teacher/married, make
oath and say that;
1. The personal details of the deceased are as follows:
Surname: BLOGGS
Given names: JOE
Last residential address: 12 Smith Lane Smithfield Tasmania
Last known occupation: Fisherman
Marital/ Relationship status: Married
Date and place of death: 30th day of June 2015 at Hobart in
Tasmania
2. My personal details are as follows:
Surname: BLOGGS
Given names: JIM
Residential address: 45 William Street Williamstown Tasmania
Occupation: Teacher
Relationship to the deceased: Son
3. The deceased died without leaving a will.
a. I have made a search of the deceased’s home and personal papers for a
Will and did not find a Will;
b. I have made enquiries with the Public Trustee and Tasmanian Perpetual
Trustees Limited to see if they hold a Will for the deceased and have
been advised that they do not;
c. I have placed a notice in the Tasmanian Law Weekly asking if any
Tasmanian law firms hold a Will for the deceased and have received no
response to the notice.
4. No minority interest arises under the intestacy.
5. There is no prior or equal right for the grant of letters of administration of the
estate in the State of Tasmania of the deceased. The deceased did not have a
29
spouse within the meaning of the Intestacy Act 2010. I am the only child of
the deceased.
6. I make application for the grant of letters of administration of the estate in the
State of Tasmania of the deceased.
7. I am the only person entitled to share in the estate of the deceased.
8. Notice of intention to make this application, a true copy of which is annexed and
marked “A” was published in the Gazette on 1 February 2017 and in the
Mercury newspaper on1 February 2017.
9. I will administer according to law all the estate which by law devolves to and vests
in the personal representative of the deceased.
10. I exhibit a true and perfect inventory of the real and personal estate of the
deceased which is set forth on the Short Form Affidavit lodged with this Oath
and, in the event of finding that the Short Form Affidavit is inaccurate or
incomplete, will provide a further affidavit correcting any inaccuracy or deficiency.
11. I will render a just and true account of the real and personal estate of the
deceased whenever required by law so to do.
Sworn by JIM BLOGGS )
At WILLIAMSTOWN in TASMANIA )
This 16th day of February 2017 ) ………………………………………
Signature of person sworn
Before me ………………………………………
Signature of witness
………………………………………
Justice of the Peace/Solicitor (details)
30
Form IIIA
Administration and Probate Act 1935
SHORT FORM AFFIDAVIT
In the Supreme Court of Tasmania,
Ecclesiastical Jurisdiction.
In the estate of JOE BLOGGS of 12 Smith Lane Smithfield Tasmania, fisherman/single,
deceased.
I, JIM BLOGGS of 45 William Street Williamstown Tasmania, teacher/married make
oath and say that:
1. That the said JOE BLOGGS of 12 Smith Lane Smithfield Tasmania,
fisherman/married, deceased died on the 30th day of June 2015 at Hobart in
Tasmania aged 78 years.
2. That the Inventory annexed hereto signed by us and marked "A” contains true
statements of all and singular the real and personal estate in Tasmania of or to which
the above named deceased was at the time of his death possessed or entitled, and
that after due inquiry we believe that the values set forth in the Inventory are fair
and reasonable at the date of swearing this affidavit and that the liabilities therein
stated are justly due thereon.
3. That in the event of the discovery of any additional assets or amounts we will advise
the Registrar.
Sworn by JIM BLOGGS )
At WILLIAMSTOWN in TASMANIA )
This 16th day of February 2017 ) ………………………………………
Signature of person sworn
Before me ………………………………………
Signature of witness
………………………………………
Justice of the Peace
31
“A” This is the Inventory marked "A" referred to in the annexed Affidavit of JIM BLOGGS sworn before me on
the 16th day of February 2017
………………………………… …………………………………
Signature of person sworn Signature of Justice of the Peace
In the Estate of JOE BLOGGS of 12 Smith Lane Smithfield Tasmania,
fisherman/single, deceased.
Inventory
Assets Value ($)
Commonwealth Bank account #0000 0000 $200,000.00
Toyota Ute 2010 model registration #0000 $5,000.00
40 AMP shares at $30.00 per unit (as at date of death) $1,200.00
RBF superannuation (payable to the estate) $120,000.00
Property at 3 Jones Street, Smithfield Tasmania
(Certificate of Title #0000/00)
(as per government valuation)
$185,000.00
Total $511,200.00
Liabilities Value ($)
Commonwealth Bank credit card #0000 0000 $9,500.00
Total $9,500.00
Net Total $501,700
32
Form IV
Administration and Probate Act 1935
ADMINISTRATORS BOND
In the Supreme Court of Tasmania,
Ecclesiastical Jurisdiction.
Know all me, by these presents, that I, JIM BLOGGS of 45 William Street Williamstown
Tasmania, teacher/married am jointly and severally bound unto the Registrar of the
Supreme Court of Tasmania, in the sum of Five Hundred and Eleven Thousand Two
Hundred dollars ($511,200.00) of good and lawful money, to be paid to the said Registrar,
for which payment well and truly to be made I bind myself, for the whole, our executors
and administrators, firmly by these presents.
Sealed with my seal
Dated the 16th day of February 2017
The condition of this obligation is such that, if the abovenamed JIM BLOGGS of 45
William Street Williamstown Tasmania, teacher/married, the lawful son and only person
entitled to the estate of JOE BLOGGS of 12 Smith Lane Smithfield Tasmania,
fisherman/single, deceased, who died on the 30th day of June 2015, and the intended
administrator of all the estate which by law devolves to and vests in the personal
representative of the said deceased, does, when lawfully called on in that behalf, make, or
cause to be made, a true and perfect inventory of the said estate which has or shall come to
the hands, possession, or knowledge of the said intended administrator, and the same so
made does exhibit, or cause to be exhibited, into the Registry of the Supreme Court of
Tasmania, whenever required by law so to do: And the said estate does well and truly
administer according to law, and further does make, or cause to be made, a just and true
account of his administration, whenever required by law so to do.
And if it shall hereafter appear that any last will or testament was made by the said
deceased, and the executor or other person therein named do exhibit the same unto the
said Court, making request to have it allowed and approved accordingly, if the said intended
administrator being thereunto required does render and deliver the said letters of
administration (approbation of such testament being first had and made) in the said Court,
then this obligation to be void, and of none effect, or else to remain in full force and virtue.
Signed, sealed and delivered by
the within-named JIM BLOGGS ……………………………………..
in the presence of Signature of Administrator
…………………………………….. Signature of Justice of the Peace