Versoek vir die opstel van 'n testament Request ... - elnarudman.co.za

Versoek vir die opstel van ’n testament
Request for the drafting of a will
Vul asb. volledig in drukskrif in en stuur of faks na u naaste Sanlam Trust kantoor
(Bellville of Pretoria) / Complete in full and in block letters and send or fax to your
nearest Sanlam Trust office (Bellville or Pretoria)
Voorbladinligting verpligtend / Front page information compulsory
Tussenganger / Intermediary : _______________________________________________________________________________ Kode / Code: _________________
Tel. nr. en kode / Tel. no. and code : ____________________________________________________________________________________________________________________
Selnr. / Cell no : ____________________________________________________________________________________________________________________
Faks nr. en kode / Fax no. and code: ____________________________________________________________________________________________________________________
Versendingsmetode aan u: E-pos Ander
Mailing method to you: E-mail Other Indien ander / If other: ___________________________________________________________________
E-pos- of posadres / E-mail or postal address: ___________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________________________________________
(Dui u keuse aan met ’n X / Indicate your choice with an X)
Enkelversoek / Single request
Gesamentlike versoek/Joint request
SA bates alleenlik / SA assets only
Buitelandse bates ingesluit /
Offshore assets included
Verassing / Cremation Begrafnis / Funeral Moslemtestament / Muslim Will Orgaanskenking / Organ Donation
1. Testateur / Testator Van / Surname ________________________________________________________________________________________________________
Volle name / Full names ______________________________________________________________________________________________________________________________________
Mnr. Ander
Titel / Title ______________________ Tel. no. (H) _______________________________________ ( ) (W) ( ____________________________________
)
Mr Other
I.D. no.
Beroep /
Sel. / Cell ____________________________________________________________________________________
Occupation ________________________________________________________________ E-pos / E-mail ________________________________________________________________
3. Adres / Address
Posadres / Postal address Woonadres / Residential address
__________________________________________________________________________________
__________________________________________________________________________________
_____________________________________ Kode / Code _________________________
Mag ons vir u eposse en smse stuur om vordering te bevestig? /
May we confirm progress via email and sms?
4. Huwelikstaat / Marital status
Getroud / Married:
Ongetroud / Unmarried:
In gemeenskap van goed / In community of property
Saamwoon verhouding / Co-habitation
________________________________________________________________________________
________________________________________________________________________________
_____________________________________ Kode / Code ________________________
Ja /
Yes
Nee /
No
Buite gemeenskap van goed / Out of community of property
Met aanwas / With accrual
Afrikaans Engels / English
Sonder aanwas / Without accrual
Nooit getroud / Never married Weduwee/Wewenaar / Widow/Widower Geskei / Divorced
Aanspreeklik vir onderhoud
Liable for maintenance
Huwelik ingevolge ’n godsdiensleerstelling:
Marriage according to tenets of religion: ___________________________________________________________________________________________________________________
(meld godsdiens / state religion)
Reality
2. Testatrise / Testatrix Van / Surname _______________________________________________________________________________________________________
Volle name / Full names ______________________________________________________________________________________________________________________________________
Nooiensvan / Maiden name _________________________________________________________________________________________________________________________________
Titel / Title
Me.
Ms
Ander
Other ______________________ Tel. no. (H) _______________________________________ ( ) (W) ( ____________________________________
)
I.D. no.
Beroep /
Sel. / Cell ____________________________________________________________________________________
Occupation ________________________________________________________________ E-pos / E-mail ________________________________________________________________

5. Kinders: Volle name (alle kinders, ook vooroorlede kinders wat nakomelinge nagelaat het en kinders wat wettig aangeneem is)
Children: Full names (all children, including predeceased children who left issue and legally adopted children)
a) Huidige huwelik / Present marriage
________________________________________________________________________________________________________________
________________________________________________________________________________________________________________
________________________________________________________________________________________________________________
b) Vorige huwelik van testateur / Previous marriage of testator
________________________________________________________________________________________________________________
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c) Vorige huwelik van testatrise / Previous marriage of testatrix
________________________________________________________________________________________________________________
________________________________________________________________________________________________________________
________________________________________________________________________________________________________________
d) Kind(ers) buite die huwelik gebore / Children born out of wedlock
6. Bates / Assets
(Voltooi volledig of heg afskrif van jongste finansiële state aan indien beskikbaar) R-waarde / R-value R-waarde / R-value
(Complete in full or attach latest financial statements if available)
Onroerende eiendom / Immovable property
(Identifiseer eiendom of plaas / Identify property or farm)
___________________________________________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________________
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Roerende eiendom / Movable property
Huisraad, voertuie, implemente, lewende hawe
Furniture, vehicles, implements, live-stock
___________________________________________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________________
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Sakebelange / Business interests
(Dui aan dié van toepassing / Indicate which is applicable)
Eenmansaak / Sole propriety _______________________________________________________________
Aandeelhouding in privaatmaatskappy / Shareholding in private company _______________________________________________________________
Belang in vennootskap / Interest in partnership _______________________________________________________________
Ledebelang in BK / Member’s interest in CC _______________________________________________________________
___________________________________________________________________________________________________________________________________________________________________________
Beleggings (Banke en/of versekeringsmaatskappy en/of ander instansies)
Investments (Bank and/or assurance companies and/or other institutions)
Bedrae belê deur testateur/testatrise of tot sy/haar krediet gehou
Investments by testator/testatrix or amounts held to his/her credit
___________________________________________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________________
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Versekering / Assurance
a) Versekering aan boedel betaalbaar / Assurance payable to estate
Naam van maatskappy / Name of company Polisnr. / Policy No
___________________________________________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________________
b) Versekering testateur eienaar derde party versekerde lewe (afkoopwaarde)
Assurance testator owner third party assured life (surrender value)
___________________________________________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________________
Ander / Other
___________________________________________________________________________________________________________________________________________________________________________
%
Totale bates
Total assets
Geslag/Sex Geboortedatum / Date of birth
Testateur eerssterwende
Testator first dying
Testatrise eerssterwende
Testatrix first dying

7. Buitelandse bates / Offshore assets
(Slegs bates wat in die buiteland geadministreer word, kwalifiseer vir ’n buitelandse testament.)
(Only assets administered offshore require an offshore will.)
Jurisdiksie waarin bate geleë is / Jurisdiction where assets are situated _____________________________________________________________________________
Soort bate (bv. onroerende eiendom; belegging) / Kind of asset (e.g. immovable property; investment) _____________________________________
Plek van administrasie van bate / Place of administration of asset ___________________________________________________________________________________
Wyse waarop bate bekom is / Way in which asset is acquired ________________________________________________________________________________________
8. Laste / Liabilities
Verbande / Mortgage bonds
Testatrise eerssterwende
Testatrix first dying
___________________________________________________________________________________________________________________________________________________________________________
Oortrokke bankrekenings / Bank overdrafts
___________________________________________________________________________________________________________________________________________________________________________
Lenings/huurkope / Loans/hire purchase
___________________________________________________________________________________________________________________________________________________________________________
Gekapitaliseerde waarde van onderhoudseise
Capitalised value of alimony claims
___________________________________________________________________________________________________________________________________________________________________________
Inkomstebelasting (kapitaalwinsbelasting ingesluit)
Income tax (including capital gains tax)
___________________________________________________________________________________________________________________________________________________________________________
Borgskappe / Suretyships
___________________________________________________________________________________________________________________________________________________________________________
Eis a.g.v. aanwasbedeling / Claims i.r.o. accrual system
___________________________________________________________________________________________________________________________________________________________________________
Ander / Other
(Maak asseblief seker dat genoegsame versekering aan die boedel betaalbaar is ten
einde die spoedige afhandeling van die boedel te verseker)
(Please ensure that enough assurance is paid to the estate to expedite the
administration thereof)
___________________________________________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________________
Totale laste
Total liabilities
R-waarde / R-value R-waarde / R-value
9. Versekering nie aan boedel betaalbaar nie / Assurance not payable to estate
(pensioen, annuïteit enkelbedrag, ingevolge sessie, groeppolis, ens. en name van begunstigdes) / (pension, annuity lump sum,
cession, group policy etc. and names of beneficiaries)
___________________________________________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________________
10. Erfgename / Heirs (Indien onvoldoende spasie heg addisionele blad aan / If insufficient space attach additional page)
10.1 Testament van Testateur as eerssterwende
Will of Testator if first dying
Testateur eerssterwende
Testator first dying
Testatrise enigste erfgenaam Ja Nee
Testatrix sole heiress Yes No Indien Nee / If No _______________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________
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___________________________________________________________________________________________________________________________________________________________________
(Volle name, verwantskap en verhouding indien meer as een erfgenaam / Full names, relationship and ratio if more than one heir)

10. Erfgename / Heirs (vervolg / continued)
10.2 Testament van Testatrise as eerssterwende
Will of Testatrix if first dying
Testateur enigste erfgenaam Ja Nee
Testator sole heir Yes
No Indien Nee / If No _______________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________
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___________________________________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________________________________
(Volle name, verwantskap en verhouding indien meer as een erfgenaam / Full names, relationship and ratio if more than one heir)
10.3 Testament van langslewende en/of gelyktydige afsterwe
Will of survivor and/or simultaneous death
Kind/ers enigste erfgenaam/e Ja Nee
Child/children sole heir/s Yes No Indien Nee / If No _______________________________________________________________________________
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(Volle name, verwantskap en verhouding indien meer as een erfgenaam / Full names, relationship and ratio if more than one heir)
10.4 Testament by gesinsuitwissing (Opsioneel)
Will in event of family obliteration (Optional)
___________________________________________________________________________________________________________________________________________________________________
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(Volle name, verwantskap en verhouding indien meer as een erfgenaam / Full names, relationship and ratio if more than one heir)

11. Erfenis van minderjariges in trust
Inheritance of minors in trust
12. Eksekuteur:
Executor:
13. Trustee:
Debietordervolmag / Debit order authorisation
Kliënt / Client: ___________________________________________________________________________________________________________________________________________________________________________________
Ek, die ondergetekende, versoek SANLAM TRUST om met my bank en Multi-Data te reël om die bedrag hier gemagtig teen my
rekening te vorder./I, the undersigned, request SANLAM TRUST to arrange with my bank and Multi-Data to withdraw the amount as
authorised here from my account.
Besonderhede / Particulars
Ja
Yes
Nee
No
Sanlam Trust
Sanlam Trust
Naam van Bank ________________________________________________________________________________ Taknaam ___________________________________________________________________
Name of Bank Branch name
Rekeningnommer _____________________________________________________________________ Takkode _____________________________________________________________________
Bank account number Branch code
Tipe rekening / Type of account: Tjek / Cheque Spaar / Savings Transmissie / Transmission
(Merk die tipe rekening wat van toepassing is. / Circle the applicable account type.)
Frekwensie: Eenmalig / Mode of payment: Once-off
Tot ouderdom
Until age
14. Voog:
Guardian: ______________________________________________________________________________________________________________________________________________
Volle name en verwantskap of adres / Full names and relationship or address
Bedrag ______________________________________________________________________________________________ Datum van vordering ______________________________________________________
Amount Date of collection
Ek/Ons erken dat die party wat hiermee gemagtig is om die trekking/s teenoor my/ons rekening te behartig, geen van
sy/hulle regte aan ’n derdeparty mag afstaan of sedeer sonder ons skriftelike toestemming wat vooraf verkry is nie en dat
ek/ons geen van my/ons verpligtinge ingevolge hierdie kontrak/magtiging aan ’n derdeparty mag delegeer sonder die
skriftelike toestemming wat vooraf van die gemagtigde party verkry is nie. / I/We acknowledge that the party hereby
authorised to effect the drawing/s against my/our account may not cede or assign any of its rights to any third party without
my/our prior written consent and that I/we may not delegate any of my/our obligations in terms of this
contract/authority to any third party without prior written consent of the authorised party.
___________________________________________________________________________________________________ _______________________________________________________________________________
Handtekening van betaler / Signature of account holder Datum (dd/mm/eejj) / Date (dd/mm/ccyy)
21
25
Ander ouderdom bo 21 jaar
Alternative age after 21 years