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Receipt

Trust form 18: Deceased Estate - Commencement or Completion of Administration

Fields marked with * are required

Receipt details

The commencement of administration of a deceased estate

The completion of administration of a deceased estate

First name

Middle name(s)

Family name

Date of death (DD/MM/YYYY)

SRO customer number (if applicable)

Declaration

Trust form 18: Deceased Estate - Commencement or Completion of Administration

Fields marked with * are required

Collection statement

This information is collected by the SRO to ensure that land held under a deceased estate is correctly assessed for land tax. If this information is not provided you may be required to pay penalty tax. The information collected may be used for the purposes of other SRO legislation. Where authorised by law to do so, we may disclose this information to other government agencies including the ATO, State and Territory revenue offices and law enforcement agencies. You can find out more about how we use and protect your information in our Privacy Policy on www.sro.vic.gov.au.

Declaration

I declare that I am authorised to make this declaration.

The information provided on this form and in any attached documents is complete and correct. I understand that penalties apply for giving false or misleading information or omitting information.

The Electronic Transactions (Victoria) Act 2000 establishes the regulatory framework for transactions to be completed electronically. This form requires you to complete an electronic signature via tick-box before lodgment. By ticking the box you indicate your approval of the contents of this electronic communication.

Date

Signature

Date (DD/MM/YYYY)

First name

Middle name(s)

Family name

Position (if applicable)

Organisation (if applicable)

Mobile number

Phone number

Notifier details

Trust form 18: Deceased Estate - Commencement or Completion of Administration

Fields marked with * are required

Nominated contact

Will the nominated contact be one of the personal representatives?

Yes

Contact details

First name

Middle name(s)

Family name

Organisation (if applicable)

ABN (if applicable)

Address

Country

Australian address

What is the type of address?

Street

PO Box

Lot number

Floor/Level type

Floor number

Flat/Unit type

Unit number

PO Box number

Post office name

Lot number

Street number

Street name

Street type

Suburb/Town

State

Postcode

International address

Street address/Postal address

Suburb/Town

State

Postcode/Zipcode

Overseas Address

Mobile number

Phone number

Personal representative details

If you are commencing administration, please provide the details of all personal representatives. If you are completing administration, please only provide details of the primary personal representative.

Representative

Is the representative an individual or an entity?

Individual

Entity

Contact name

First name

Middle name(s)

Family name

Date of birth (DD/MM/YYYY)

SRO customer number (if applicable)

Entity

Name of representative

ABN

ACN

SRO customer number (if applicable)

Contact name

First name

Middle name(s)

Family name

Address

Country

Australian address

What is the type of address?

Street

PO Box

Lot number

Floor/Level type

Floor number

Flat/Unit type

Unit number

PO Box number

Post office name

Lot number

Street number

Street name

Street type

Suburb/Town

State

Postcode

International address

Street address/Postal address

Suburb/Town

State

Postcode/Zipcode

Overseas Address

Mobile number

Phone number

What was the date of appointment of the personal representative? (DD/MM/YYYY)

The "Date of Appointment" is the date of the issue of:
(a) Grant of Probate to the executor of the will, or
(b) Letters of Administration to the administrator of the estate

I am the personal representative as:

Executor of the will

Administrator of the estate

This representative is the nominated contact for all correspondence with the SRO

Count primary

Deceased estate administration

Trust form 18: Deceased Estate - Commencement or Completion of Administration

Fields marked with * are required

Deceased estate details

First name

Middle name(s)

Family name

Date of birth (DD/MM/YYYY)

Date of death (DD/MM/YYYY)

SRO customer number (if applicable)

Residential address at time of death

Country

Australian address

What is the type of address?

Street

PO Box

Lot number

Floor/Level type

Floor number

Flat/Unit type

Unit number

PO Box number

Post office name

Lot number

Street number

Street name

Street type

Suburb/Town

State

Postcode

International address

Street address/Postal address

Suburb/Town

State

Postcode/Zipcode

Overseas Address

Administration

I am submitting this form to notify:

The commencement of administration of a deceased estate

The completion of administration of a deceased estate

Concessionary period

Under the trust provisions in the Land Tax Act 2005, land that is held by the personal representative of a deceased estate is assessed for land tax at the general rate until the earlier of:
a. The completion of administration of the deceased estate, or
b. The third anniversary of the death of the deceased, or a further period approved by the Commissioner.
If administration of the deceased estate is not completed by the third anniversary of the date of death of the deceased due to factors beyond the control of the personal representative, the Commissioner of State Revenue may extend the concessionary period. To apply for an extension of the concessionary period, submit a request in writing to the Commissioner stating the reasons for the extension.

The following documents must be produced with this form:

A complete copy of the Grant of Probate issued by the Supreme Court of Victoria or equivalent authority, including a copy of the annexed will. Also provide an inventory of assets and testamentary instrument(s)

A complete copy of the Letters of Administration issued by the Supreme Court of Victoria or equivalent authority

On submission of this form you will be provided with a tracking/receipt number. Please record this number as it can be used as a reference when submitting the completion of administration of a deceased estate form.

Completion of administration

The SRO considers administration of an estate to be complete upon the first occurrence of the events listed below:
a. The personal representative first assents to the transfer of a land in a deceased estate to an heir, beneficiary of a person entitled under the will, such as a trustee, or
b. The personal representative has completed all the duties of administering the estate except distribution to the heirs or beneficiaries, or
c. The personal representative has completed the final accounts of the estate, or
d. The personal representative has made an interim distribution of a part of the estate to the heirs or beneficiaries, and indicated that the estate has sufficient funds to discharge all debts and cover all expenses, or
e. The personal representative has commenced holding any estate land upon trust established under the will (e.g. as trustee for a discretionary trust established under the will for a beneficiary), or
f. When an estate is transferred to the person entitled to it under the will or testamentary instrument or to an heir of an intestate estate.

If a personal representative is uncertain as to when administration of the estate is complete for land tax purposes, that person should seek legal advice.

When was the administration of the deceased estate completed? (DD/MM/YYYY)

Tracking code from Commencement of Administration form

Land continued to be held by the deceased estate upon completion of administration

Will the personal representative retain legal ownership of any land at the date of completion of administration?

Yes

Provide the details of all land which the personal representative retains legal ownership of at the date of completion of administration:

Property

Property address

What is the type of address?

Street

Lot number

Floor/Level type

Floor number

Flat/Unit type

Unit number

Lot number

Street number

Street name

Street type

Suburb/Town

State

Postcode

Land ID (if known)

Supporting documents

Attachment

Supporting documents

File:

Summary

Trust form 18: Deceased Estate - Commencement or Completion of Administration

Fields marked with * are required

Nominated contact

Will the nominated contact be one of the personal representatives?

Yes

Contact details

First name

Middle name(s)

Family name

Organisation (if applicable)

ABN (if applicable)

Address

Country

Australian address

What is the type of address?

Street

PO Box

Lot number

Floor/Level type

Floor number

Flat/Unit type

Unit number

PO Box number

Post office name

Lot number

Street number

Street name

Street type

Suburb/Town

State

Postcode

International address

Street address/Postal address

Suburb/Town

State

Postcode/Zipcode

Overseas Address

Mobile number

Phone number

Personal representative details

Representative

Is the representative an individual or an entity?

Individual

Entity

Contact name

First name

Middle name(s)

Family name

Date of birth (DD/MM/YYYY)

SRO customer number (if applicable)

Entity

Name of representative

ABN

ACN

SRO customer number (if applicable)

Contact name

First name

Middle name(s)

Family name

Address

Country

Australian address

What is the type of address?

Street

PO Box

Lot number

Floor/Level type

Floor number

Flat/Unit type

Unit number

PO Box number

Post office name

Lot number

Street number

Street name

Street type

Suburb/Town

State

Postcode

International address

Street address/Postal address

Suburb/Town

State

Postcode/Zipcode

Overseas Address

Mobile number

Phone number

What was the date of appointment of the personal representative? (DD/MM/YYYY)

The "Date of Appointment" is the date of the issue of:
(a) Grant of Probate to the executor of the will, or
(b) Letters of Administration to the administrator of the estate

I am the personal representative as:

Executor of the will

Administrator of the estate

This representative is the nominated contact for all correspondence with the SRO

Count primary

Deceased estate details

First name

Middle name(s)

Family name

Date of birth (DD/MM/YYYY)

Date of death (DD/MM/YYYY)

SRO customer number (if applicable)

Residential address at time of death

Country

Australian address

What is the type of address?

Street

PO Box

Lot number

Floor/Level type

Floor number

Flat/Unit type

Unit number

PO Box number

Post office name

Lot number

Street number

Street name

Street type

Suburb/Town

State

Postcode

International address

Street address/Postal address

Suburb/Town

State

Postcode/Zipcode

Overseas Address

Administration

I am submitting this form to notify:

The commencement of administration of a deceased estate

The completion of administration of a deceased estate

Concessionary period

The following documents must be produced with this form:

A complete copy of the Letters of Administration issued by the Supreme Court of Victoria or equivalent authority

Completion of administration

If a personal representative is uncertain as to when administration of the estate is complete for land tax purposes, that person should seek legal advice.

When was the administration of the deceased estate completed? (DD/MM/YYYY)

Tracking code from Commencement of Administration form

Land continued to be held by the deceased estate upon completion of administration

Will the personal representative retain legal ownership of any land at the date of completion of administration?

Yes

Provide the details of all land which the personal representative retains legal ownership of at the date of completion of administration:

Property

Property address

What is the type of address?

Street

Lot number

Floor/Level type

Floor number

Flat/Unit type

Unit number

Lot number

Street number

Street name

Street type

Suburb/Town

State

Postcode

Land ID (if known)