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Will application

By Nathan Allen,2014-07-11 08:46
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Will application ...

Will application

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    Your language preference English Afrikaans (Please click) Option chosen for your Will Single Will Joint Will (Please click)

Your surname

    Your first name(s)

    Your identity number

     Surname

    First name(s)

    Identity number

    Maiden name

     Occupation

Residential address

     Postal code

Postal address

     Postal code

     Occupation

    Contact telephone numbers Work Home

     Cellular phone number

     Facsimile number

     S:/Application Form 2007-03 PSG Konsult Trust (Pty) Ltd Reg. No. 1993/003941/06 Page 1 of 7

    Single Married in community of Married out of community of Married out of community

    of

     property property without accrual of property with accrual

    (forward copy of ANC) (forward copy of ANC) Country of husband’s domicile at

    time of marriage (if according to

    foreign law)

    Date of marriage Place of marriage

     Currently widow(er) or previously widowed (tick if applicable)

Full names of predeceased

    Spouse(s) (If more than one please give details on separate sheet and attach hereto)

    Date of death Place of death

     Currently divorced or previously divorced (tick if applicable)

Any obligations in terms If yes, please attach a copy of your divorce order together with copies Yes No

    of divorce orders? of any agreements/settlements referred to, in the divorce order.

     Date of birth Gender Full names of children 1 from your present 2 marriage (include present 3 surname) 4

     5

    Full names of children 1 from your previous 2 marriage (if applicable) 3

    4 Testator 1

    Full names of children 1 from your previous 2 marriage (if applicable) 3 Testator 2 (If joint will) 4

If any of the abovementioned children is a minor, kindly nominate a guardian(s) for them, together with a contact

    telephone number and address

Guardian(s)

     Address

     Postal code

    Contact telephone numbers Work Home

     S:/Application Form 2007-03 PSG Konsult Trust (Pty) Ltd Reg. No. 1993/003941/06 Page 2 of 7

Please complete EITHER the section under Joint Will OR the section under Single Will

    1 Special instructions Testator 1

     e.g. burial/cremation Testator 2

2 Testator 1 (first dying)

     Special bequest (if any)

3 Residue

Would you like the bequests to be applicable Yes No

    at the death of both of you?

4 Testator 2 (first dying)

     Special bequest (if any)

5 Residue

6 Do you wish to make any

    provision should both of

    you die within 10 days of

    special bequest (if any)

7 Residue

1 Special instructions (e.g.

     burial/cremation)

2 Special bequests (if any)

3 Residue

     S:/Application Form 2007-03 PSG Konsult Trust (Pty) Ltd Reg. No. 1993/003941/06 Page 3 of 7

Collation is the duty imposed by law on descendants of the deceased person to account, under certain circumstances, to

    the remaining beneficiary for any donations, gifts or amounts received by him/her form the deceased during his/her

    lifetime.

Do you require any descendants of yours to account for If Yes, please complete either (a) Yes No

    any donations, gifts, or amounts received? or (b) below

a) Full details of descendants concerned

    (if only certain descendants are to

    collate) and (if descendants are to

    collate specific benefits only) details

    of such benefits

     O

    R

b) Are all descendants to collate? Yes

Note: Collation does not apply to moneys owed to you (loans outstanding) at your death.

Do you wish your children’s If Yes, please click on either (a) or (b) below. Yes No

    inheritance to be held in a trust?

    (Please tick you choice) a) Division of estate at death, creating a separate trust for each child’s

    share terminating when the child attains a certain age.

     b) A single trust providing for all the children and terminating when

    the youngest attains a certain age. The capital will be divided in

     in equal shares among the children when the trust terminates. Until what age should child’s/ 21 years (majority) 25 years children’s share be held in trust?

     Other age (not younger than 21)

? We would recommend (a) above

    ? In the case of a life policy in which children have been named as beneficiaries the proceeds will not be available for

    payment into the trusts created in the Will. Should you desire policy proceeds to go into the trusts you could name

    your estate in the policy document as the beneficiary of the policy.

Please note: Where all details cannot be contained in the space allowed please provide these on a separate sheet

     and attach it hereto.

     1 Immovable property Testator 1 Testator 2 a Residential (includes R R

     Sectional title) R R

     R R b Agricultural (Farm) R R

     R R 2 Other property (excludes R R

     Companies/Close R R

     Corporations) R R

     R R 3 Mineral rights R R 4 Livestock R R

     S:/Application Form 2007-03 PSG Konsult Trust (Pty) Ltd Reg. No. 1993/003941/06 Page 4 of 7

    5 Shares quoted on stock R R

     Exchange R R 6 Equipment, machinery R R

     and vehicles R R

7 Partnership interests if specially bequeathed (not part of a general bequest) forward copies of documents

     Name (includes R R

     Shareblocks)

     Interest % 8 Sole proprietorship R R

9 Private companies if specially bequeathed (not part of a general bequest) forward copies of documents

     Name R R

     R R

     Shareholding %

     Loan account R R

10 Close corporations if specially bequeathed (not part of a general bequest) forward copies of documents

     Name R R 0

     Member’s interest %

    11 Government, Municipal R R

     and Public Utility Stocks R R 12 Mortgage Investments R R

     amounts secured (Bonds R R

     Participants, Debentures) R R 13 Unit Trust Funds R R 14 Fixed deposits R R

     (indefinite period) R R 15 Cash (Current account, R R

     savings etc. R R 16 Life policies R R

     payable to estate R R 17 Foreign Assets R R

     Do you have an up to date will catering for any foreign assets? Yes No

    18 Other assets R R

     Specify (e.g. timeshare) R R

     R R

     R R

     Testator 1 Testator 2 Tick if any

    insurance cover

    exists for liabilities 1 Mortgage bonds R R

     R R

     R R

    2 Overdraft R R

    3 Hire purchase R R

     R R

     R R

    4 Sundry debts R R

     (specify) R R

     R R

     S:/Application Form 2007-03 PSG Konsult Trust (Pty) Ltd Reg. No. 1993/003941/06 Page 5 of 7

     R R

     R R

     R R

5 Do either of these testators have any suretyships? Yes No

6 Foreign Liabilities

    Location Type Testator 1 Value Testator 2 Value

     R R

     R R

     R R

     Type of policy Owner Life Assured Beneficiary Death value 1 R 2 R 3 R 4 R 5 R 6 R

     Testator 1 Value Testator 2 Value a) Pension Fund lump sum R R b) Retirement Annuities R R

     R R

    I/We nominate and appoint PSG Konsult Trust (Pty) Ltd and/or...................................................................as Executor and /or Trustee of my/our estate(s).

Cost for the drafting of your will:

PSG Konsult Trust (Pty) Ltd as executor R 500.00 + R70.00(VAT) = R570.00

    Another person/institution as executor - R 850 + R119.00 (VAT) = R969.00

Bank Account Details:

PSG Konsult Trust (Pty) Ltd

    Bank: ABSA

    Account number: 406 779 8894

Please send proof of direct deposit / electronic transfer to our offices fax number: (021) 915-0006 or by e mail to

    willie.fourie@psgkonsult.co.za

     S:/Application Form 2007-03 PSG Konsult Trust (Pty) Ltd Reg. No. 1993/003941/06 Page 6 of 7

LETTER OF APPOINTMENT

CLIENT

    I ____________________ born on (yy-mm-dd) ___________________ hereby nominate and appoint you, PSG Konsult Trust (Pty) Ltd as my financial advisor and authorise you to obtain any information you require

    pertaining to my assurance and investment portfolio, trust arrangements and financial statements.

    This includes any group scheme of which I am a member and any group scheme in which my employer

     _____________________ participates.

SPOUSE

    I ____________________ born on (yy-mm-dd) ____________________ hereby nominate and appoint you, PSG Konsult Trust (Pty) Ltd as my financial advisor and authorise you to obtain any information you require

    pertaining to my assurance and investment portfolio, trust arrangements and financial statements.

    This includes any group scheme of which I am a member and any group scheme in which my employer

     _____________________ participates.

     S:/Application Form 2007-03 PSG Konsult Trust (Pty) Ltd Reg. No. 1993/003941/06 Page 7 of 7

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