In order to report a new Estate Case to SARS, it is important that you submit the correct Supporting Documentation:
- An image of yourself holding your proof of identity. It is important that your face and proof of identity are clearly visible in the same picture.
- Please submit as many of the supporting documents that you have available of those listed below:
Deceased
- Copy of the death notice of the deceased (J294) issued by the Master’s Office or the death certificate;
- Copy of Acceptance of trust as Executor (Form J190) or Copy of the Letter of Executorship (J238);
- Copy of the undertaking and acceptance of the Master’s directions (Form J155) or Copy of the Letter of Authority (J170) (in cases where the estate is less than R250 000);
- Copy of the Inventory (Form J243);
- Copy of the last will and testament;
- Certified copy of the ID of the deceased person and the executor;
- The name, physical address, email address and telephone number of the executor and his or her agent;
- In the case of an agent, a Power of attorney and certified ID copy of the appointed person;
- Copy of signed final Liquidation and Distribution accounts when they become available (if applicable);
- The Estate Duty Return (REV267 form).
Insolvent
- Final court order of liquidation or sequestration (Provisional court order to be provided if final court order is not available)
- Certificate of Appointment of the liquidator or trustee (J327);
- Certified copy of the ID of the trustee;
- The name, address, email address and telephone number of the representative taxpayer or his or her agent;
- In the case of an agent, a Power of attorney and certified ID copy of the appointed person;
- First meeting creditors’ report;
- Second meeting creditors’ report;
- Copy of signed final Liquidation and Distribution accounts when they become available (if applicable).
To return to the Send an Online Query to SARS, click here.