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CAP. 111]
Estate Duty (Forms) Notice.
[1970 Ed.
QUESTIONAIRE.
QUESTIONS
ANSWERS
If estate duty is payable on any property mentioned such property should be included in the appropriate account of this Affidavit,
1. GIFTS INTER VIVOS
(see Account 3)
(a) What gifts of money, shares or other property (give full details of each) did the deceased make, either to persons or for the purposes of charity, within 3 years of his death?
(b) What gifts (give full details of each) did the deceased make at any time :----
(i) reserving to himself a life or other interest therein?
(ii) providing for himself any benefit by contract or otherwise? or
(iii) not to his entire exclusion?
2. TRANSFERS
What shares in a private company or interest in a partnership did the deceased, at any time, transfer to another person:-
(a) reserving to himself a life or other interest therein?
(b) providing for himself any benefit by contract or otherwise? or
(c) not to his entire exclusion?
(In respect of each such transfer state:-
(i) the name of the company or the partnership;
(ii) the number of shares or the proportion of the deceased's interest transferred;
(iii) the name and address of the transferee;
(iv) the consideration for the transfer;
(v) the relationship which the transferee bears to the deceased).
3. LIFE INTERESTS
(see Account 3)
(a) Was the deceased entitled either to:-
(i) receive an annuity;
(ii) an interest for life in any property; or
(iii) an interest for other than life in any property.
(If the answer is in the affirmative state the particulars of each annuity or interest).
(b) Was the deceased in receipt of an allowance for maintenance either:---
(i) under the terms of a will?
(ii) under an intestacy? or
(iii) under a deed of settlement or otherwise?
If so, please state the full name of the testator or intestate and the date of grant of representation, or if under a deed or otherwise please submit copies of the relevant documents.
4. INTERESTS IN EXPECTANCY
Had the deceased any Interest expectant upon the death of any person or persons under a will or settlement? If so, please furnish particulars of such interest.
5. INTEREST IN OTHER ESTATES
Had the deceased any interest as a beneficiary in an estate in course of administration? If so, please give the following particulars:-
(i) the name of the testator or intestate from whose estate the interest is derived;
(ii) the date and place of the grant of representation in respect of the estate;
(iii) the name and address of the executor(s) or administrator(s).
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