01 Khangela uze ufunde iNtshukumo Yokugqibela kunye neTestamente
Emva kokuba umntu efa, ukuba intsapho iyazi ukuba i- decedent yenza i- Last Will kunye neTestamente , ngoko ke into yokuqala ekufuneka yenziwe kukufumana nokufunda intando yangaphambili.
Xa ufunda intando, yenza amanqaku malunga nale miyalelo-ekhethekileyo ngokuphathelele umngcwabo, umngcwabo okanye ukungcwatywa; ngubani ofumana iziphumo zomntu othombileyo; ngubani ofumana nayiphi na iindleko ezizodwa; ngubani ofumana i-estate residuary estate; obizwa ngokuba nguMmeli / umPhathiswa , umTrasti wezo naziphi na izithemba ezidalwe phantsi kwentando, kunye ne- Guardian / Umgcini-nkonzo kunoma yimuphi umntwana oncinci; umhla kunye nendawo apho isayinwe isayinwe khona; kwaye wasayina i-Will njengamangqina kunye no-Notary Public.
I-original original iya kufuneka igcinwe kwindawo ekhuselekileyo ide inikwe ummeli wezindlu zokuhlala. Amanyathelo 2, 3, kunye no-4 kufuneka agqitywe kwaye kuqeshwe ukuba kuqeshwe kwiNqanaba lesi-5. Kuthemba ukuba umntu othile kwintsapho uxelelwe ukuba yiyiphi iVeki yokugqibela kunye neTestamente egcinwa kuba kucingwa ukuba okokuqala ukuba kufunyaniswa, ngoko uMhloli wezithuthi wagqiba ekubeni awukhuphe ngaphambi kokufa:
- Ngaba Intando Yakho Yokugqibela neTestamente iVikile?
- Uyenza njani utshintsho kwiNtshukumo yakho yokugqibela kunye neTestamente?
Ukuba i-original ayiyi kufunyanwa kwaye iyakrokra ukuba i-decedent igcinwe kwibhokisi ephosiweyo, ke yeqa Isinyathelo 2, ugcwalise Amanyathelo 3 no-4, kwaye wenze iqela kwiNyathelo 5.
Into enokuyenza Ukuba uMgwebi akazange enze intando
Ukuba umgcini-mthethweni akazange enze i-Last Will kunye neTestamente, yehla kwiSiteyathelo 3 no-4 uze wenze ukuqesha kwiNqanaba lesi-5.
02 Yenza uluhlu olupheleleyo lwee-Benficiaries kunye neeFiduciary ezibizwa ngokuba yiNtando
Ukuba ngaba i-Decedent ibe neNtshukumo yokugqibela kunye neTestamente, yenza uluhlu olupheleleyo lwabaxhamli kunye ne- fiduciaries egama lithetha ngentando (kuquka uMmeli woBuntu, kwaye, ukuba ikhona, iTrasti yanoma yiyiphi inkolo eyenziwe phantsi kwe-Will and Guardian / Conservator nayiphi na encinci abantwana), kwaye zibandakanya ubuninzi beenkcukacha ezilandelayo:
- Igama - njengoko kubhalwe kwiNtshukumo yokugqibela kunye neTestamente kunye nawaphi na amagama amagama aziwa ngumntu
- Idilesi yokuthumela
- Inombolo yefoni - ikhaya, umsebenzi, iseli
- Umhla wokuzalwa
- INombolo yoKhuseleko loLuntu
- Idilesi yemeyile
Ngaphandle kwalokhu, ukuba uyazi ukuba umxhamli wokuqala okanye u-fiduciary uswelekile, kuya kufuneka ufumane isitifiketi sokufa sokuqala ukuze sikwazi ukufakwa enkundleni ye-probate.
03 Yenza uluhlu olupheleleyo lwee-Asset assets
Fumana amaphepha afanelekileyo asemthethweni, kuquka nezitatimende zebhanki kunye neentengiso, izatifikethi ze-stock and bond, i-inshorensi yomgaqo-nkqubo, iirekhodi zenkampani, izihloko zeemoto kunye neenqanawa, kunye nezenzo. Jonga kwiiNcwadi ezifunekayo emva kokuba umntu efa? uluhlu oluninzi lweempepha ezithile oza kulufumana ukuze ufumane.
Ukusuka kula maxwebhu, yenza uluhlu olupheleleyo lwezinto eziphathekayo, indlela i-asethi ngayinye ebizwa ngayo, kwaye, kwiimpahla ezineenkcazo, ixabiso lempahla njengoko kubhalwe kwisitatimende kunye nomhla wesitatimende. Ukongezelela, cwangcisa i-decedent phambi kweminyaka emithathu yentlawulo yengeniso.
Ukuba iimpapasho ezibalulekileyo ze-decedent ziyingozi, yeqa isinyathelo se-4 uze wenze ukuqesha kwiNqanaba lesi-5.
04 Yenza uluhlu olupheleleyo lweeMfanelo eziTyala
Ukusebenzisa amaphepha afanelekileyo asemthethweni, yenza uluhlu olupheleleyo lwazo zonke izibophelelo zomthetho, ezingabandakanya:
- Mortgages
- Imida yemboleko
- Imirhumo yekhondom
- Iirhafu zepropati
- Imirhumo yeRhafu neyeSizwe
- Imoto kunye nemali mboleko
- Imboleko mboleko, kubandakanywa nemboleko yezikolo
- Imirhumo yokugcina
- Imali mboleko kwimigaqo-inshorensi yobomi
- Imali malunga neakhawunti yomhlalaphantsi
- Iibhilidi zekhadi lesikweletu
- Izibonelelo zetyala
- Iifowuni zefowuni
Xa usuqulunqe uluhlu lwamatyala, uya kufuneka uwahlule kwiindidi ezimbini:
- Amatyala aya kuqhubeka ngexesha lovavanyo, kwaye
- Amatyala angakhokhelwa ngokugcwele emva kokuba i-estate estate probation ivuliwe.
Emva kokuba udibanise iindleko kwiindidi zombini, bhekisa kwiiNkohlakalo zeMntu eziThathakayo eziPhathwayo Ngaphambili nangethuba leNkqubo yokuchonga ukuba zeziphi iibill ezifunekayo zihlawulwe ngokukhawuleza kwaye ngubani na ongalinda de i-estate probation ivuliwe kunye nenkundla ye-probate.
05 Ukudibanisa noMmeli weZakhiwo
Ngaphambi kokudibana nommeli wezindlu zokuhlala, obizwa ngokuba ngummeli weengxaki, ngokuqinisekileyo, intsapho iya kukwazi ukugqiba, okanye ubuncinane ikwazi ukwenza umzamo onobuchule wokugqiba, Ukunyathela 1 ukuya ku-4, kuba oku kuya kwenza Intlanganiso yokuqala kunye nommeli wezofa uya ngokukhawuleza.
Ngubani na omele alungiselele ukuya kwintlanganiso yokuqala kunye negosa lezindlu? Ukuba ngaba i-decedent ibe neNtshukumo yokugqibela kunye neTestamente, ngoko abaxhamli kunye noMmeli woBuntu ogama lakhe ekuthandweni kufuneka bahlele ukuya kumntu okanye ubuncinci ngefowuni.
Ukuba umntu ongekho mthethweni akanalo Ixesha lokugqibela kunye neTestamente, ngoko iindlalifa zomthetho kufuneka zicwangcise ukuya. Ukuba awuqinisekanga ukuba ngubani oyindlalifa yomthetho, ummeli wezindlu uza kukwazi ukukuxelela xa igqwetha liqonda umthi weentsapho, kwaye ngoko ukuba izindlalifa ezisemthethweni ziceba ukuza.
Kakade, akusiwo wonke umntu ovulekileyo ngesicwangciso sazo kwaye abantu abaninzi baya kushiya imilingo yamaphepha aya kufuna ukuba ahlelwe. Ukuba ngaba kunjalo, intsapho iya kufuneka isebenze ngokusondeleyo kunye nommeli wezofa ukuze ifumene ukuba ngubani obolekileyo.
Ngaphandle kwalokhu, ukuba umyalelo ongenakushiya intshukumo yokugqibela kunye neTestamente, ngoko, njengoko kuchaziwe ngasentla, ummeli wezofa uya kufuna ukuba ngubani na onelungelo lokufumana ipropati ye-decedent emva kokuqonda umndeni wentsapho.
06 Ukuphonononga nokuTyikitya iiMqulu ezifunekayo ukuvula i-Probate Estate
Xa ummeli wezindlu sele eneenkcukacha ezaneleyo zokuqulunqa amaxwebhu eenkundla ezifunekayo ukuvula i-estate estate probation, i-Personal Representative / Executor, kwaye, ukuba kuyimfuneko, abaxhamli ababizwa ngokuba yi-Decedent Yokugqibela kunye neTestamente okanye izindlalifa zomthetho kuya kufuneka ukuba bahlaziywe baze batyikitye amaxwebhu afanelekileyo. Nangona la maxwebhu asemthethweni ayahluka ukusuka kummandla ukuya kwilizwe, okanye nakwiinkomfa ukuya kwinqanaba elikwimeko enye, baya kubandakanya oku kulandelayo:
- Isibongo soLawulo lweNkqubo
- Indlela kunye nokwamkela uMmeli / Ummangaleli
- Ukutyunjwa koMmeli weGosa
- I-Joinders, Waivers, kunye neMvume
- Isibongozo kwi-Waive Bond
- I-Order Admitting iya kuPhuhlisa
- Umyalelo wokuqoka Ummeli / Ummangaleli
- I-Order Waiving Bond
- IiNcwadi zoLawulo / iiNcwadi zeTestamente
07 Lindela ukuva kwi-Advocate Estate
Ukucinga ukuba onke amaphepha eenkundla ezifunekayo asemthethweni, kufuneka ukuba kuthathe iintsuku ezimbalwa okanye iiveki ukuba i- judge judge ingayisayina iimyalelo eziyimfuneko ukuvuma i-Final Will and Testamente (ukuba ikhona) ukuyivavanya, umise uMmeli / Ummeli, kwaye ukhupha iiNcwadi zoLawulo / iincwadi zeTestamente.
Xa ummeli wezabelo ethola amagosa asayinwe enkundleni, igqwetha liya kufuna ukufumana inombolo yokuchongwa kwabahlawuli berhafu. Oku kungenziwa kwi-intanethi kwiwebhusayithi ye-IRS nge-Assistant EIN.
Qaphela ukuba ukuba ijaji yeengxaki idinga ukuba uMmeli / umPhathi weBhodi ubeke umyalelo, kwaye ummeli wezobugofu uya kufuneka asebenze noMmeli / Ummangalelwa woBuntu ukuze aqiniseke ukubophelela ngaphambi kokuba i-estate estate ingavulwa.
08 Ukubonelela ngeeKopi eziQinisekisiweyo zeeNkqubo zoNyaka kwiZiko zonke zezeMali
Emva kokuba iileta zokuLawula / iincwadi zeeTestamente zisayinwe ngumgwebi weengxaki, uMmeli woMntu / uMgwebi uya kufuneka ukuba anikezele ikopi eqinisekisiweyo yeeNcwadi kwaye, kwezinye iimeko, isatifikethi sokufa sokuqala, kumaziko eemali, inombolo yokuchongwa kwabahlawuli berhafu yerhafu.
Yilokho okuya kuvumela uMmeli / Ummangali woBuntu ukuba afumaneke kuzo zonke ii-akhawunti zemali ezikhokisayo. Ukuba i-realested ownership estate, ngoko-ke uMmeli / umPhathi woMntu uya kufuneka ukuba anikezele iikopi eziqinisekisiweyo zeeNcwadi kwiinkampani zesebenzayo ukwenzela ukuba ufumane i-akhawunti ye-utility edluliselwe kwigama lefa.
Nangona ezi zi-8 ezinyathelo zinokubonakala ziphazamisekile, lo kuphela umlandeleli kwinkqubo yokuhlola. Umsebenzi wangempela uqala emva kokuba uMmeli / umPhathiswa otyunjweyo amiselwe.