Insolvency Law - Downloads

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, REV 244 is 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 a 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 required to purchase a motor vehichle from 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 natural guardian for investment for and on behalf of a minor [31KB]
Nature of assistance required from guardians fund, and how arrived at [54KB]

Chief Master’s Directives

Chief Masters Directive 2016-04 [413kb] – Postages and petties
Chief Masters Directive 2016-03 [547kb] – Deceased Estates: Dealing with an Executor’s application for Discharge
Chief Masters Directive 2016-02 [ 727kb] – Deceased Estates: dealing with estate duty matters by the Master and SARS
Chief Maters Directive 2016-01 [370kb] – Appointments in terms of the PDI/BEE list of Insolvency Practitioners. This Directive is effective from 1 FEBRUARY 2016 and should be implemented as such.
Chief Master’s Directive 2015-05 [1.01MB] – Signatories at service points amended delegation by the Master
Chief Master’s Directive 2015-04 [732KB] – Guardian’s Fund Support (Effectiveness of Risk Management)
Chief Master’s Directive 2015-03 [733KB] – Interpretation of Increased Jurisdiction
Chief Master’s Directive 2015-02 [730KB] – Appointments in Deceased Estates
Chief Master’s Directive 2015-01 [416KB] – Appointments in terms of the national list of Insolvency Practitioners
Chief Master’s Directive 2014-07 [92KB] – Inter Vivos Trusts – Suffixes for identification of offices of The Master of the High Court
Chief Master’s Directive 2014-03 [627KB] – Monitoring of the implementation of the policy on the appointment of Insolvency Practitioners
Chief Master’s Directive 2014-02 [841KB] – Appointments in terms of the Policy on the Appointment of Insolvency Practitioners
Chief Master’s Directive 2014-01 [915KB] – Master’s Representation at Insolvency Proceedings
Chief Master’s Directive 2012-06 [127KB] – Prefixes for identification of offices in the Master of the High Court – effective as from 01 November 2012
Chief Master’s Directive 2012-05 [672KB] – Electronic Fund Transfers (EFT) and Other Payments By Estate Representatives – effective as from 17 July 2012
Chief Master’s Directive 2012-02 [321KB] – Keeping of statistics (Recalling Directive 3 of 2010)- effective as from 27 March 2012
Chief Master’s Directive 2012-01 [585KB] – Payment of fees due to the Master ( Recalling Directive 4 of 2010) – effective as from 12 March 2012
Chief Master’s Directive 2011-04 [146KB] – Section 28 (1) (c) of the Administration of Estates Act 66 of 1965 relates to Banking Accounts where an executor has to place funds from an estate which are not being immediately utilised into an interest bearing account with a bank.
Chief Master’s Directive 2010-04 [RECALLED BY DIRECTIVE 2012/01] – Fees payable to the Master
Chief Master’s Directive 2010-03 [RECALLED BY DIRECTIVE 2012/02] – Keeping of Statistics in the office
Chief Master’s Directive 2010-02 [72KB] – Risk management and control systems
Chief Master’s Directive 2010-01 [82KB] – Bonds in assetless Companies and Close Corporations
The purpose of this directive is to ensure a uniform approach by Masters nationally in respect of the issue set out below in accordance with the provisions of Section 2(a) of the Administration of Estates Act No 66 of 1965.
Chief Master Directive 2009-07 [119KB] – Bond Substitution
The purpose of this directive is to ensure a uniform approach by Masters nationally in respect of the issue listed below in accordance with the provisions of Section 2(a) of the Administration of Estates Act No 66 of 1965.
Chief Master Directive 2009-06 [253KB] – Remuneration of Trustees, Liquidators, Judicial Managers and similar functionaries
Chief Master Directive 2009-05 [58KB] – Requests or suggestions for Bribes
Chief Master Directive 2009-04 [58KB] – Sale of Immovable Property in a Sec 18 (3) Estate
Chief Master Directive 2009-03 [58KB] – VAT on Executors Fee
Chief Master Directive 2009-02 [58KB] – Access to information on Trusts
Chief Master Directive 2009-01 [59KB] – Amendment of a Trust Name
Chief Master Directive 2008-02 [38KB] – Requisition for File in the Office of the Master of the High Court. More information regarding the form.
Chief Master Directive 2007-04 [228KB]
Chief Master Directive 2007-01, 02 & 03 [177KB]
Chief Master Directive 2006-03 [194KB] – Appointment of Executors and/or Master’s Representatives in Deceased Estates by the Master
Chief Master Directive 2006-01 [47KB]

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.

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

The information and downloads on this page is kindly provided by the DOJ and Master’s Office