1970 Ed.]
Estate Duty (Forms) Notice.
[CAP. 111
A 5
[Subsidiary]
QUESTIONAIRE,—Continued
QUESTIONS
6. PROPERTY HELD JOINTLY
(see Account 2)
(1) Was the deceased:-
(i) a joint owner of any property other than property of which he was merely a trustee? (ii) interested beneficially in any moneys or securities in the joint names of himself and another?
(2) If the answer to either (1)(i) or (ii) is in the affirmative, give particulars of the property, moneys or security and state in respect of each item-
(a) whether the deceased's share passed on his death under his will or intestacy;
(b) whether the property, moneys or securities passed on the deceased's death to the survivor in joint ownership.
(3) If (2) applies:-
(i) If the property was acquired under a will or intestacy state the name of the deceased and the date of the grant of representation; (ii) If the property was acquired by purchase state:-
(a) The date of purchase;
(b) By whom and in what shares the purchase money was provided; and, if any part was provided by the deceased's wife out of her own property, the exact source from which her contribution was derived;
(iii) If there is money on joint deposit or joint current account at a bank state the date of the opening of the account and similar particulars in (2)(b) above;
(iv) State the names and addresses of the surviving beneficiaries and of their solicitors (if any).
7. POLICIES OF INSURANCE OTHER THAN THOSE INCLUDED IN ACCOUNT 1 OF THIS AFFIDAVIT
(a) Did any moneys become payable on the death of the deceased under any policy whether fully paid up or not on which any premiums had been paid or provided by the deceased or by any person who had property derived from the deceased?
(b) Did the deceased by way of gift within three years of his death pay any premium under a policy on his life which matured or was surrendered during his lifetime?
If so, full particulars should be given.
8. ANNUITIES, PENSIONS, GRATUITIES, ETC.
Does any annuity or sum of money, otherwise than under the deceased's will, become payable on his death to any person?
If so, please furnish particulars.
9. POWERS OF APPOINTMENT
Did the deceased have a general power of appointment over any property (whether exercised or not)? If so, please give full particulars.
10. LAND AND BUILDINGS
Had the deceased any interest in land or buildings? If so, please complete E.D. Form No. 30 in duplicate in respect of each property and attach hereto.
ANSWERS
(Page 6)
Page 5
Page 6
1970 Ed.]
Estate Duty (Forms) Notice.
[CAP. 111
A 5
[Subsidiary]
QUESTIONAIRE,—Continued
QUESTIONS
6. PROPERTY HELD JOINTLY
(see Account 2)
(1) Was the deceased:-
(i) a joint owner of any property other than property of which he was merely a trustee? (ii) interested beneficially in any moneys or securities in the joint names of himself and another?
(2) If the answer to either (1)(i) or (ii) is in the affirmative, give particulars of the property, moneys or security and state in respect of each item-
(a) whether the deceased's share passed on his
death under his will or intestacy;
(b) whether the property, moneys or securities passed on the deceased's death to the survivor in joint ownership.
(3) If (2) applies:-
() If the property was acquired under a will or intestacy state the name of the deceased and the date of the grant of representation; (ii) If the property was acquired by purchase
state:-
(a) The date of purchase;
(6) By whom and in what shares the purchase money was provided; and, if any part was provided by the deceased's wife out of her own property, the exact source from which her contribution was derived;
(iii) If there is money on joint deposit or joint current account at a bank state the date of the opening of the account and similar particulars in (2)(8) above;
(iv) State the names and addresses of the surviv- ing beneficiaries and of their solicitors (if any).
7. POLICIES OF INSURANCE OTHER THAN THOSE INCLUDED IN ACCOUNT 1 OF THIS AFFIDAVIT
(a) Did any moneys become payable on the death of the deceased under any policy whether fully paid up or not on which any premiums had been paid or provided by the deceased or by any person who had property derived from the deceased?
(b) Did the deceased by way of gift within three years of his death pay any premium under a policy on his life which matured or was sur- rendered during his lifetime ?
If so, full particulars should be given.
8. ANNUITIES, PENSIONS, GRATUITIES, ETC.
Does any annuity or sum of money, otherwise than under the deceased's will, become payable on his death to any person?
If so, please furnish particulars.
9. POWERS OF APPOINTMENT
Did the deceased have a general power of appoint- ment over any property (whether exercised or not)? If so, please give full particualrs.
10. LAND AND BUILDINGS
Had the deceased any interest in land or buildings? If so, please complete E.D. Form No. 30 in duplicate in respect of each property and attach hereto.
ANSWERS
(Page 6)
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