NRS-12413 | Estate files [Bankstown Office, Public Trustee]

Full description

The series consists of the files relating to estates handled by the Bankstown branch. The files contain all of the legal documents and primary correspondence pertaining to a deceased estate. This material may include the following: affidavit required to be lodged with application for administration of estate (Affidavit D, HH or M); inventory of assets; statement showing basis of assessment of death duties; adjustment sheets; certificates of valuation; statutory declarations by solicitors, accountants and executors; schedules regarding real property, bank accounts, life insurance, retirement funds, unpaid wages, superannuation, mortgages, motor vehicles. The following annexures may be present;

Annexure 'B' (property exempt from duty under Sections 101D or 112D);
Annexure 'D'‘ (details of persons entitled to property included in the dutiable estate); information on additional assets discovered in the estate subsequent to the granting of probate; forms regarding authority to grant probate; requisitions for documents; correspondence to and from solicitors, the Stamp Duties Office, banks, stockbrokers and other institutions; forms relating to Section 122 (certificate giving clearance from the Stamp Duties Office); interest work sheets; creditors accounts; copies of certificates of title; duplicate receipts; and other papers related to the assessment of death duty.

Some files contain copies of the last will and testament of the deceased (as Annexure 'E’) lodged with the Probate Office.

Other information may include: the deceased’s death certificate, family tree, deeds of family arrangement, sale of real estate cover, receipts of deeds – devisee’s trust, agency or notice of death.

Files prior to 1955 are arranged numerically by file number. The numbering system subsequently changed to a system of annual sequential numbering. File numbers are constructed with a numerical prefix, followed by an oblique stroke and two digits representing the year in which the file was created; for example, file number 2/55 relates to the second file created in 1955.

Until 1967 the Deceased estate files also included the Damages Trusts and Section 47 files. From 1967 onwards these files were kept as a separate series and can be found at 14/4412-27.


REFERENCES
"The Concise Guide", 2nd Edition.